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State Street SPDR MSCI ACWI ex-US ETF

193 hedge funds and large institutions have $1.07B invested in State Street SPDR MSCI ACWI ex-US ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 61 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

32% more capital invested

Capital invested by funds: $811M → $1.07B (+$261M)

8% more funds holding

Funds holding: 179193 (+14)

7.56% more ownership

Funds ownership: 62.4%69.96% (+7.6%)

2% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 60

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
193
Holders Change
+14
Holders Change %
+7.82%
% of All Funds
3.1%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
38
Increased
61
Reduced
60
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JFG
176
JDM Financial Group
Texas
$14.4K +$14K +600 New
HBW
177
Hazlett, Burt & Watson
West Virginia
$12K
JFGIW
178
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.9K +$11.5K +496 New
KFI
179
Key Financial Inc
Pennsylvania
$9.12K
BC
180
Bartlett & Co
Ohio
$8K
BCWM
181
Bartlett & Co Wealth Management
Ohio
$7.96K
LFA
182
Level Financial Advisors
New York
$6K +$5.44K +234 New
GJIA
183
Glass Jacobson Investment Advisors
Maryland
$5.41K +$5.23K +225 New
PWMG
184
Prestige Wealth Management Group
New Jersey
$5.05K
SMA
185
Sage Mountain Advisors
Georgia
$4.81K +$4.65K +200 New
CA
186
Clearstead Advisors
Ohio
$4.13K +$47 +2 +1%
GI
187
Gradient Investments
Minnesota
$2.67K
AF
188
Advisornet Financial
Minnesota
$2.45K
BWL
189
Bogart Wealth LLC
Virginia
$1.47K
DWMG
190
DB Wealth Management Group
California
$241 +$233 +10 New
CMP
191
Coston McIsaac & Partners
Maine
$41 +$39.9K +1,717 New
R
192
Rebalance
California
$23 +$23 +1 New
QCG
193
Quadrant Capital Group
Ohio
$4
Jane Street
194
Jane Street
New York
-$19M -897,860 Closed
FTUS
195
Flow Traders U.S.
New York
-$9.49M -447,334 Closed
Susquehanna International Group
196
Susquehanna International Group
Pennsylvania
-$3.59M -169,256 Closed
TCA
197
Transcend Capital Advisors
New Jersey
-$664K -31,300 Closed
TSS
198
Two Sigma Securities
New York
-$441K -20,796 Closed
CFG
199
Citizens Financial Group
Rhode Island
-$406K -19,132 Closed
Northern Trust
200
Northern Trust
Illinois
-$213K -10,026 Closed

CWI Hedge Fund Activity: Q4 2022 in Review

193 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q4 2022, worth a combined $1.07B — up 32% from $811M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CWI positions and 18 closed out — a net gain of 20 holders — while 61 added to existing stakes and 60 trimmed.

The largest buyer was Bank of America, adding an estimated $112M. The largest seller was Mirae Asset Global Investments, cutting an estimated $19.3M.

  • 193 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q4 2022, up from 179 in Q3 2022.
  • Funds reported $1.07B of State Street SPDR MSCI ACWI ex-US ETF stock for Q4 2022, up 32% quarter-over-quarter.
  • 38 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q4 2022 and 18 closed out, a net change of +20 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q4 2022 was Bank of America, an estimated $112M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q4 2022 was Mirae Asset Global Investments, an estimated $19.3M sold.

Based on aggregated 13F filings for Q4 2022.