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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
IA
176
IFP Advisors
Florida
$26K +$19.5K +694 New
PA
177
Parallel Advisors
California
$25K +$25.3K +900 New
AF
178
Advisornet Financial
Minnesota
$22K +$11.6K +414 +112%
EL
179
EMFO LLC
Florida
$21K
RDIA
180
RE Dickinson Investment Advisors
Iowa
$20K
PFS
181
Prospera Financial Services
Texas
$20K +$20.4K +725 New
JGCM
182
Joseph Group Capital Management
Ohio
$18K
MA
183
MCF Advisors
Kentucky
$18K +$18.8K +667 New
S
184
SignatureFD
Georgia
$13K -$126K -4,480 -90%
HBW
185
Hazlett, Burt & Watson
West Virginia
$13K +$13.5K +480 New
KFI
186
Key Financial Inc
Pennsylvania
$12K
GWM
187
Geneos Wealth Management
Colorado
$11K +$11.9K +424 New
RDFA
188
Ritter Daniher Financial Advisory
Ohio
$10K
BCWM
189
Bartlett & Co Wealth Management
Ohio
$9.11K +$9.31K +331 New
AssetMark Inc
190
AssetMark Inc
California
$9K +$8.77K +312 New
BC
191
Bartlett & Co
Ohio
$9K +$9.31K +331 New
DSC
192
Duncker Streett & Co
Missouri
$6K
PFGIA
193
Patriot Financial Group Insurance Agency
Massachusetts
$5K
Kayne Anderson Rudnick Investment Management
194
Kayne Anderson Rudnick Investment Management
California
$4K -$611K -21,748 -99%
SCA
195
Stonebridge Capital Advisors
Minnesota
$4K
CAAS
196
Capital Asset Advisory Services
Michigan
$4K +$1.24K +44 +52%
CWP
197
Concord Wealth Partners
Virginia
$4K +$3.65K +130 New
GI
198
Gradient Investments
Minnesota
$3K
AA
199
Ancora Advisors
Ohio
$3K +$2.62K +93 New
SPIA
200
Steward Partners Investment Advisory
New York
$2K -$84.3K -3,000 -98%

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.