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State Street SPDR MSCI ACWI ex-US ETF

223 hedge funds and large institutions have $1.21B invested in State Street SPDR MSCI ACWI ex-US ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 61 increasing their positions, 68 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 19

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more funds holding

Funds holding: 208223 (+15)

4.15% more ownership

Funds ownership: 71.59%75.74% (+4.1%)

0% more capital invested

Capital invested by funds: $1.21B → $1.21B (+$1.78M)

10% less call options, than puts

Call options by funds: $1.19M | Put options by funds: $1.32M

10% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 68

Holders
223
Holders Change
+15
Holders Change %
+7.21%
% of All Funds
2.94%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
41
Increased
61
Reduced
68
Closed
19
Calls
$1.19M
Puts
$1.32M
Net Calls
-$129K
Net Calls Change
+$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
SFC
151
Strategic Financial Concepts
Texas
$258K +$6.66K +228 +3%
MCM
152
MAI Capital Management
Ohio
$251K +$263K +8,995 New
AIP
153
ARS Investment Partners
New York
$240K
BFG
154
Bleakley Financial Group
New Jersey
$238K +$3.01K +103 +1%
First Trust Advisors
155
First Trust Advisors
Illinois
$232K +$243K +8,300 New
SL
156
Sentry LLC
Tennessee
$231K
GWS
157
Glassman Wealth Services
Virginia
$221K
BW
158
BIP Wealth
Georgia
$219K +$9.41K +322 +4%
LNWWM
159
Laird Norton Wetherby Wealth Management
California
$205K
Citadel Advisors
160
Citadel Advisors
Florida
$199K -$299K -10,230 -59%
1L
161
10Elms LLP
Oklahoma
$198K +$207K +7,075 New
Fidelity Investments
162
Fidelity Investments
Massachusetts
$197K +$1.78K +61 +0.9%
GA
163
GoalVest Advisory
New York
$197K
MPCG
164
Matrix Private Capital Group
New York
$190K
JWA
165
JFS Wealth Advisors
Pennsylvania
$186K -$13.1K -449 -6%
Deutsche Bank
166
Deutsche Bank
Germany
$172K
WTC
167
WhitTier Trust Company
Nevada
$164K +$28.9K +988 +20%
WT
168
Washington Trust
Rhode Island
$159K
William Blair & Company
169
William Blair & Company
Illinois
$131K +$19.1K +655 +16%
FPF
170
First Pacific Financial
Washington
$123K +$1.78K +61 +1%
Franklin Resources
171
Franklin Resources
California
$93.2K
PWMG
172
Private Wealth Management Group
New Jersey
$89.4K
GT
173
Glenmede Trust
Pennsylvania
$85.9K -$120K -4,100 -57%
VHAM
174
Van Hulzen Asset Management
California
$81.2K +$85K +2,908 New
AssetMark Inc
175
AssetMark Inc
California
$81K +$84.7K +2,899 New

CWI Hedge Fund Activity: Q4 2024 in Review

223 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q4 2024, worth a combined $1.21B — up 0.15% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CWI positions and 19 closed out — a net gain of 22 holders — while 61 added to existing stakes and 68 trimmed.

The largest buyer was Bank of America, adding an estimated $76.5M. The largest seller was Jane Street, cutting an estimated $28.7M.

  • 223 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q4 2024, up from 208 in Q3 2024.
  • Funds reported $1.21B of State Street SPDR MSCI ACWI ex-US ETF stock for Q4 2024, up 0.15% quarter-over-quarter.
  • 41 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q4 2024 and 19 closed out, a net change of +22 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q4 2024 was Bank of America, an estimated $76.5M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q4 2024 was Jane Street, an estimated $28.7M sold.

Based on aggregated 13F filings for Q4 2024.