We are live on ! Find out more
CWI icon

State Street SPDR MSCI ACWI ex-US ETF
CWI

209 hedge funds and large institutions have $1.17B invested in State Street SPDR MSCI ACWI ex-US ETF in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 74 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

54% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 48

15% more capital invested

Capital invested by funds: $1.02B → $1.17B (+$157M)

9% more funds holding

Funds holding: 191 → 209 (+18)

4.57% more ownership

Funds ownership: 58.13% → 62.7% (+4.6%)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

Holders
209
Holders Change
+18
Holders Change %
+9.42%
% of All Funds
3.22%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
39
Increased
74
Reduced
48
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$85.1M
2
SFA
Sequoia Financial Advisors
Ohio
+$17.8M
3
APP
Avantax Planning Partners
Iowa
+$11M
4
LPL Financial
LPL Financial
California
+$10.2M
5
Citadel Advisors
Citadel Advisors
Florida
+$10M

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$12.5M
2
FTUS
Flow Traders U.S.
New York
-$8.07M
3
TFA
Tobias Financial Advisors
Florida
-$7.19M
4
BPA
Beacon Pointe Advisors
California
-$1.13M
5
CG
Colony Group
Massachusetts
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
176
Plante Moran Financial Advisors
Michigan
$52K – – –
PWMG
177
Prestige Wealth Management Group
New Jersey
$49K – – –
CFD
178
Creative Financial Designs
Indiana
$46K +$561 +19 +1%
GIA
179
Goodwin Investment Advisory
Georgia
$42K – – –
NOI
180
Newton One Investments
Delaware
$39K +$590 +20 +2%
RI
181
Rinkey Investments
California
$38K +$37.8K +1,282 New
COCM
182
Charter Oak Capital Management
New Hampshire
$28K -$65.2K -2,209 -70%
NFG
183
Next Financial Group
Texas
$25K +$413 +14 +2%
EL
184
EMFO LLC
Florida
$22K – – –
RDIA
185
RE Dickinson Investment Advisors
Iowa
$21K +$21.3K +720 New
US Bancorp
186
US Bancorp
Minnesota
$19K +$266 +9 +1%
JGCM
187
Joseph Group Capital Management
Ohio
$19K +$19.2K +652 New
CFA
188
Carroll Financial Associates
North Carolina
$18K – – –
KFI
189
Key Financial Inc
Pennsylvania
$13K +$12.7K +430 New
JP Morgan Chase
190
JP Morgan Chase
New York
$12K – – –
AF
191
Advisornet Financial
Minnesota
$11K +$11K +371 New
CA
192
CoreCap Advisors
Michigan
$11K +$11.4K +386 New
RDFA
193
Ritter Daniher Financial Advisory
Ohio
$10K – – –
CFGS
194
Concourse Financial Group Securities
Alabama
$8K – – –
CCMW
195
Cypress Capital Management (Wyoming)
Wyoming
$8K – – –
DSC
196
Duncker Streett & Co
Missouri
$6K – – –
PFGIA
197
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
SCA
198
Stonebridge Capital Advisors
Minnesota
$5K – – –
GI
199
Gradient Investments
Minnesota
$3K – – –
CAAS
200
Capital Asset Advisory Services
Michigan
$3K +$30 +1 +1%
6 7
8
9 10

CWI Hedge Fund Activity: Q4 2021 in Review

209 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q4 2021, worth a combined $1.17B — up 15% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CWI positions and 20 closed out — a net gain of 19 holders — while 74 added to existing stakes and 48 trimmed.

The largest buyer was Bank of America, adding an estimated $85.1M. The largest seller was Truist Financial, cutting an estimated $12.5M.

  • 209 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q4 2021, up from 191 in Q3 2021.
  • Funds reported $1.17B of State Street SPDR MSCI ACWI ex-US ETF stock for Q4 2021, up 15% quarter-over-quarter.
  • 39 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q4 2021 and 20 closed out, a net change of +19 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q4 2021 was Bank of America, an estimated $85.1M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q4 2021 was Truist Financial, an estimated $12.5M sold.

Based on aggregated 13F filings for Q4 2021.