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State Street SPDR MSCI ACWI ex-US ETF

193 hedge funds and large institutions have $1.07B invested in State Street SPDR MSCI ACWI ex-US ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 61 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

32% more capital invested

Capital invested by funds: $811M → $1.07B (+$261M)

8% more funds holding

Funds holding: 179193 (+14)

7.56% more ownership

Funds ownership: 62.4%69.96% (+7.6%)

2% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 60

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
193
Holders Change
+14
Holders Change %
+7.82%
% of All Funds
3.1%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
38
Increased
61
Reduced
60
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$133K +$349 +15 +0.3%
GRP
152
Global Retirement Partners
California
$112K +$40.7K +1,749 +60%
William Blair & Company
153
William Blair & Company
Illinois
$91.7K +$22K +946 +33%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$86K +$2.7K +116 +3%
GWM
155
Geneos Wealth Management
Colorado
$85.4K +$1.4K +60 +2%
BlackRock
156
BlackRock
New York
$84.6K -$442 -19 -0.5%
CHA
157
Carmichael Hill & Associates
Maryland
$81.4K +$7.93K +341 +11%
IA
158
IFP Advisors
Florida
$66K +$2.42K +104 +7%
ASN
159
Advisory Services Network
Georgia
$62.2K +$60.1K +2,583 New
TFS
160
TrustCore Financial Services
Tennessee
$57.3K
PA
161
PSI Advisors
Florida
$53.3K
Franklin Resources
162
Franklin Resources
California
$52.9K
FFA
163
Farther Finance Advisors
California
$45.9K +$44.3K +1,906 New
S
164
SignatureFD
Georgia
$45.7K
RBC
165
Romano Brothers & Co
Illinois
$39.7K +$38.4K +1,650 New
CA
166
CoreCap Advisors
Michigan
$39K +$37.8K +1,623 New
CM
167
Cornerstone Management
Georgia
$35.9K -$279 -12 -0.8%
JGCM
168
Joseph Group Capital Management
Ohio
$33K +$8.17K +351 +35%
NOI
169
Newton One Investments
Delaware
$31.8K
Fidelity Investments
170
Fidelity Investments
Massachusetts
$27.2K -$5.19K -223 -16%
Optiver Holding
171
Optiver Holding
Netherlands
$22K
PTC
172
Private Trust Company
Ohio
$22K +$21.5K +925 New
BWM
173
BerganKDV Wealth Management
Minnesota
$21.2K -$99.7K -4,287 -83%
EL
174
EMFO LLC
Florida
$18.1K
MA
175
MCF Advisors
Kentucky
$16K

CWI Hedge Fund Activity: Q4 2022 in Review

193 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q4 2022, worth a combined $1.07B — up 32% from $811M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CWI positions and 18 closed out — a net gain of 20 holders — while 61 added to existing stakes and 60 trimmed.

The largest buyer was Bank of America, adding an estimated $112M. The largest seller was Mirae Asset Global Investments, cutting an estimated $19.3M.

  • 193 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q4 2022, up from 179 in Q3 2022.
  • Funds reported $1.07B of State Street SPDR MSCI ACWI ex-US ETF stock for Q4 2022, up 32% quarter-over-quarter.
  • 38 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q4 2022 and 18 closed out, a net change of +20 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q4 2022 was Bank of America, an estimated $112M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q4 2022 was Mirae Asset Global Investments, an estimated $19.3M sold.

Based on aggregated 13F filings for Q4 2022.