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State Street SPDR MSCI ACWI ex-US ETF

205 hedge funds and large institutions have $1.15B invested in State Street SPDR MSCI ACWI ex-US ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 51 increasing their positions, 71 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1.22% more ownership

Funds ownership: 62.7%63.92% (+1.2%)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

2% less capital invested

Capital invested by funds: $1.17B → $1.15B (-$26.2M)

2% less funds holding

Funds holding: 209205 (-4)

28% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 71

Holders
205
Holders Change
-4
Holders Change %
-1.91%
% of All Funds
3.23%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
29
Increased
51
Reduced
71
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APA
151
American Portfolios Advisors
New York
$187K +$96.2K +3,423 +102%
Koshinski Asset Management
152
Koshinski Asset Management
Illinois
$179K
GT
153
Glenmede Trust
Pennsylvania
$169K
WT
154
Washington Trust
Rhode Island
$158K
WTC
155
WhitTier Trust Company
Nevada
$158K
GRP
156
Global Retirement Partners
California
$151K +$167K +5,923 New
Fidelity Investments
157
Fidelity Investments
Massachusetts
$120K -$21.5K -764 -15%
AWM
158
Atticus Wealth Management
Florida
$91K +$92.9K +3,306 New
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$88K
CHA
160
Carmichael Hill & Associates
Maryland
$84K
William Blair & Company
161
William Blair & Company
Illinois
$65K -$14.4K -514 -18%
TFS
162
TrustCore Financial Services
Tennessee
$65K
PA
163
PSI Advisors
Florida
$61K -$11.6K -414 -16%
Franklin Resources
164
Franklin Resources
California
$61K
BW
165
Bison Wealth
Georgia
$57K +$58.7K +2,088 New
HI
166
Hudock Inc
Pennsylvania
$53K +$52.3K +1,861 +2,737%
HR
167
Howe & Rusling
New York
$50K
PMFA
168
Plante Moran Financial Advisors
Michigan
$49K
PWMG
169
Prestige Wealth Management Group
New Jersey
$46K
CM
170
Cornerstone Management
Georgia
$40.4K -$42.6K -1,514 -51%
GIA
171
Goodwin Investment Advisory
Georgia
$40K
NOI
172
Newton One Investments
Delaware
$36K
RIM
173
Rockbridge Investment Management
New York
$35.7K -$50.7K -1,805 -58%
COCM
174
Charter Oak Capital Management
New Hampshire
$27K
Optiver Holding
175
Optiver Holding
Netherlands
$26K -$26.1K -927 -50%

CWI Hedge Fund Activity: Q1 2022 in Review

205 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q1 2022, worth a combined $1.15B — down 2.2% from $1.17B a quarter earlier.

Fund positioning in CWI was balanced in Q1 2022: 29 funds opened new positions, 29 closed out, 51 added to existing stakes and 71 trimmed.

The largest buyer was Avantax Planning Partners, adding an estimated $23.2M. The largest seller was Bank of America, cutting an estimated $60.7M.

  • 205 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q1 2022, down from 209 in Q4 2021.
  • Funds reported $1.15B of State Street SPDR MSCI ACWI ex-US ETF stock for Q1 2022, down 2.2% quarter-over-quarter.
  • 29 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q1 2022 and 29 closed out, a net change of 0 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q1 2022 was Avantax Planning Partners, an estimated $23.2M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q1 2022 was Bank of America, an estimated $60.7M sold.

Based on aggregated 13F filings for Q1 2022.