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SPDR MSCI ACWI ex-US ETF
CWI

Overview Fund Activity

190 hedge funds and large institutions have $1.02B invested in SPDR MSCI ACWI ex-US ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 8 closing their positions.

Holders
190
Holders Change
+7
Holders Change %
+3.83%
% of All Funds
3.34%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
18
Increased
53
Reduced
57
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$152M
2
FTUS
2
Flow Traders U.S.
New York
$9.12M
3
TCA
3
Transcend Capital Advisors
New Jersey
$1.7M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$25M
5
HCM
5
Hengehold Capital Management
Ohio
$84.8M

Top Sellers

1
SFA
1
Sequoia Financial Advisors
Ohio
$10.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.66M
3
FFN
3
Focus Financial Network
Minnesota
$0
4
CIAS
4
CBIZ Investment Advisory Services
Ohio
$0
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$787K
Name Holding Trade Value Shares
Change 		Shares
Change %
CHA
151
Carmichael Hill & Associates
Maryland
$88K – – –
SPIA
152
Steward Partners Investment Advisory
New York
$87K – – –
William Blair & Company
153
William Blair & Company
Illinois
$84K – – –
PA
154
PSI Advisors
Florida
$76K +$76K +2,630 New
TFS
155
TrustCore Financial Services
Tennessee
$69K -$131K -4,506 -65%
Franklin Resources
156
Franklin Resources
California
$64K – – –
PMFA
157
Plante Moran Financial Advisors
Michigan
$52K – – –
HR
158
Howe & Rusling
New York
$52K – – –
AWM
159
Avior Wealth Management
Nebraska
$51K – – –
PWMG
160
Prestige Wealth Management Group
New Jersey
$49K – – –
CFD
161
Creative Financial Designs
Indiana
$45K – – –
GIA
162
Goodwin Investment Advisory
Georgia
$42K – – –
NOI
163
Newton One Investments
Delaware
$38K – – –
Optiver Holding
164
Optiver Holding
Netherlands
$27K – – –
NFG
165
Next Financial Group
Texas
$24K +$1.92K +66 +9%
EL
166
EMFO LLC
Florida
$22K – – –
LWM
167
Liberty Wealth Management
California
$21K – – –
MA
168
MCF Advisors
Kentucky
$19K – – –
US Bancorp
169
US Bancorp
Minnesota
$18K – – –
CFA
170
Carroll Financial Associates
North Carolina
$18K +$17.2K +604 +2,157%
JPMorgan Chase & Co
171
JPMorgan Chase & Co
New York
$12K – – –
SFP
172
Sterling Financial Planning
New Jersey
$12K – – –
BC
173
Bartlett & Co
Ohio
$10K – – –
RDFA
174
Ritter Daniher Financial Advisory
Ohio
$10K – – –
BCWM
175
Bartlett & Co Wealth Management
Ohio
$9.59K – – –
4 5 6
7
8