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SPDR MSCI ACWI ex-US ETF
CWI

Overview Fund Activity

201 hedge funds and large institutions have $998M invested in SPDR MSCI ACWI ex-US ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 70 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-4
Holders Change %
-1.95%
% of All Funds
3.4%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.12%
New
22
Increased
58
Reduced
70
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$164M
2
WC
2
Wealth CMT
New Jersey
$21.1M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$15.3M
4
Ameriprise
4
Ameriprise
Minnesota
$10.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.63M

Top Sellers

1
JCM
1
Jacobi Capital Management
Pennsylvania
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.79M
3
FTUS
3
Flow Traders U.S.
New York
$10.4M
4
LWM
4
Ledge Wealth Management
Minnesota
$2.41M
5
MFG
5
Merit Financial Group
Georgia
$572K
Name Holding Trade Value Shares
Change 		Shares
Change %
COCM
176
Charter Oak Capital Management
New Hampshire
$23K – – –
Optiver Holding
177
Optiver Holding
Netherlands
$22K – – –
HI
178
Harbour Investments
Wisconsin
$21K +$21K +864 New
EL
179
EMFO LLC
Florida
$18K – – –
AW
180
ACG Wealth
Georgia
$18K +$18K +755 New
GIA
181
Goodwin Investment Advisory
Georgia
$16.7K -$17.7K -746 -51%
MA
182
MCF Advisors
Kentucky
$16K – – –
S
183
SignatureFD
Georgia
$11K – – –
HBW
184
Hazlett, Burt & Watson
West Virginia
$11K – – –
KFI
185
Key Financial Inc
Pennsylvania
$10K – – –
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$8.4K -$540 -22,310 -6%
BC
187
Bartlett & Co
Ohio
$8K – – –
RDFA
188
Ritter Daniher Financial Advisory
Ohio
$8K – – –
BCWM
189
Bartlett & Co Wealth Management
Ohio
$7.87K – – –
PWMG
190
Prestige Wealth Management Group
New Jersey
$5K -$34.9K -1,467 -87%
AF
191
Advisornet Financial
Minnesota
$5K -$12K -554 -71%
DSC
192
Duncker Streett & Co
Missouri
$5K – – –
PFGIA
193
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$71 +3 +2%
CIAS
194
Capital Investment Advisory Services
North Carolina
$4K +$4K +180 New
GI
195
Gradient Investments
Minnesota
$3K – – –
CAAS
196
Capital Asset Advisory Services
Michigan
$3K +$68 +3 +2%
MSFP
197
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
BWL
198
Bogart Wealth LLC
Virginia
$1K – – –
SPIA
199
Steward Partners Investment Advisory
New York
$1K – – –
Citigroup
200
Citigroup
New York
$1K +$889 +24 +800%
6 7
8
9 10