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State Street SPDR MSCI ACWI ex-US ETF

208 hedge funds and large institutions have $1.21B invested in State Street SPDR MSCI ACWI ex-US ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 77 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

2% more capital invested

Capital invested by funds: $1.19B → $1.21B (+$21M)

0% more funds holding

Funds holding: 208208 (0)

0.95% less ownership

Funds ownership: 72.54%71.59% (-0.95%)

43% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 77

89% less call options, than puts

Call options by funds: $204K | Put options by funds: $1.85M

Holders
208
Holders Change
Holders Change %
0%
% of All Funds
2.99%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
19
Increased
44
Reduced
77
Closed
16
Calls
$204K
Puts
$1.85M
Net Calls
-$1.64M
Net Calls Change
-$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
176
Fourpath Capital Management
Oklahoma
$59.6K +$56.9K +1,960 New
S
177
SignatureFD
Georgia
$57.8K
BF
178
BOK Financial
Oklahoma
$57.1K
MSG
179
Main Street Group
Virginia
$51.9K -$4.96K -171 -9%
CA
180
CoreCap Advisors
Michigan
$49.7K
CCM
181
Chilton Capital Management
Texas
$42.5K
PS
182
Principal Securities
Iowa
$30.4K
TWC
183
TD Waterhouse Canada
Ontario, Canada
$28.3K
JGCM
184
Joseph Group Capital Management
Ohio
$23.3K -$4.99K -172 -18%
HI
185
Harbour Investments
Wisconsin
$22.3K
MA
186
MCF Advisors
Kentucky
$20.3K
BTI
187
Blue Trust Inc
Georgia
$15.1K +$15.5K +533 New
NS
188
NBC Securities
Alabama
$15K
KFI
189
Key Financial Inc
Pennsylvania
$13.1K
HBW
190
Hazlett, Burt & Watson
West Virginia
$13K -$1.65K -57 -12%
CWM
191
Compass Wealth Management
Connecticut
$12.4K -$1.33K -46 -10%
GI
192
GAMMA Investing
California
$11.4K
PTC
193
Private Trust Company
Ohio
$10.3K
BCWM
194
Bartlett & Co Wealth Management
Ohio
$10.1K
DSC
195
Duncker Streett & Co
Missouri
$7.76K
GJIA
196
Glass Jacobson Investment Advisors
Maryland
$6.85K
SMA
197
Sage Mountain Advisors
Georgia
$6.09K
AF
198
Advisornet Financial
Minnesota
$5.3K
OC
199
Oarsman Capital
Wisconsin
$4.11K +$3.92K +135 New
NL
200
NVWM LLC
Pennsylvania
$3.99K +$3.8K +131 New

CWI Hedge Fund Activity: Q3 2024 in Review

208 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q3 2024, worth a combined $1.21B — up 1.8% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CWI positions and 16 closed out — a net gain of 3 holders — while 44 added to existing stakes and 77 trimmed.

The largest buyer was Clal Insurance, opening a new position worth an estimated $18M. The largest seller was Envestnet Asset Management, cutting an estimated $15.2M.

  • 208 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $1.21B of State Street SPDR MSCI ACWI ex-US ETF stock for Q3 2024, up 1.8% quarter-over-quarter.
  • 19 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q3 2024 and 16 closed out, a net change of +3 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q3 2024 was Clal Insurance, an estimated $18M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q3 2024 was Envestnet Asset Management, an estimated $15.2M sold.

Based on aggregated 13F filings for Q3 2024.