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State Street SPDR MSCI ACWI ex-US ETF
CWI

208 hedge funds and large institutions have $1.21B invested in State Street SPDR MSCI ACWI ex-US ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 77 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

2% more capital invested

Capital invested by funds: $1.19B → $1.21B (+$21M)

0% more funds holding

Funds holding: 208 → 208 (0)

0.95% less ownership

Funds ownership: 72.54% → 71.59% (-0.95%)

43% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 77

89% less call options, than puts

Call options by funds: $204K | Put options by funds: $1.85M

Holders
208
Holders Change
–
Holders Change %
0%
% of All Funds
2.99%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
19
Increased
44
Reduced
77
Closed
16
Calls
$204K
Puts
$1.85M
Net Calls
-$1.64M
Net Calls Change
-$1.64M

Top Buyers

Rank Fund Capital Flow
1
CI
Clal Insurance
Israel
+$18M
2
WSFS
Wilmington Savings Fund Society
Delaware
+$11.9M
3
Bank of America
Bank of America
North Carolina
+$5.74M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$2.45M
5
Cerity Partners
Cerity Partners
New York
+$1.92M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$15.2M
2
Jane Street
Jane Street
New York
-$12.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$10.3M
4
APP
Avantax Planning Partners
Iowa
-$8.71M
5
OMC
Old Mission Capital
Illinois
-$8.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
151
Glenmede Trust
Pennsylvania
$218K – – –
CFAM
152
Center For Asset Management
Florida
$216K – – –
JWA
153
JFS Wealth Advisors
Pennsylvania
$216K – – –
GA
154
GoalVest Advisory
New York
$215K – – –
PIA
155
Pinion Investment Advisors
Kansas
$215K +$204K +7,049 New
WFS
156
WealthGarden F.S.
California
$214K -$10.8K -371 -5%
Fidelity Investments
157
Fidelity Investments
Massachusetts
$213K +$38.8K +1,338 +24%
FNT
158
First National Trust
Pennsylvania
$212K +$202K +6,973 New
MPCG
159
Matrix Private Capital Group
New York
$207K – – –
AI
160
Atria Investments
North Carolina
$207K +$197K +6,793 New
Koshinski Asset Management
161
Koshinski Asset Management
Illinois
$207K +$197K +6,788 New
RW
162
RVW Wealth
California
$202K +$193K +6,651 New
Deutsche Bank
163
Deutsche Bank
Germany
$187K – – –
WT
164
Washington Trust
Rhode Island
$174K – – –
WTC
165
WhitTier Trust Company
Nevada
$149K – – –
FPF
166
First Pacific Financial
Washington
$132K – – –
Comerica Bank
167
Comerica Bank
Texas
$128K – – –
William Blair & Company
168
William Blair & Company
Illinois
$123K -$493 -17 -0.4%
CHA
169
Carmichael Hill & Associates
Maryland
$103K – – –
Franklin Resources
170
Franklin Resources
California
$101K – – –
PWMG
171
Private Wealth Management Group
New Jersey
$97.4K – – –
LWA
172
Lowe Wealth Advisors
Maryland
$87.2K – – –
CIBC Private Wealth Group
173
CIBC Private Wealth Group
Georgia
$72.3K – – –
GWM
174
Geneos Wealth Management
Colorado
$63.5K -$11.9K -409 -16%
PA
175
PSI Advisors
Florida
$59.8K – – –
5 6
7
8 9

CWI Hedge Fund Activity: Q3 2024 in Review

208 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q3 2024, worth a combined $1.21B — up 1.8% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CWI positions and 16 closed out — a net gain of 3 holders — while 44 added to existing stakes and 77 trimmed.

The largest buyer was Clal Insurance, opening a new position worth an estimated $18M. The largest seller was Envestnet Asset Management, cutting an estimated $15.2M.

  • 208 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $1.21B of State Street SPDR MSCI ACWI ex-US ETF stock for Q3 2024, up 1.8% quarter-over-quarter.
  • 19 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q3 2024 and 16 closed out, a net change of +3 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q3 2024 was Clal Insurance, an estimated $18M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q3 2024 was Envestnet Asset Management, an estimated $15.2M sold.

Based on aggregated 13F filings for Q3 2024.