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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
Lazard Asset Management
201
Lazard Asset Management
New York
$3K +$3.13K +106 New
QCG
202
Quadrant Capital Group
Ohio
$3K +$3.42K +116 New
ACM
203
Absolute Capital Management
Pennsylvania
$2.55K +$2.57K +87 New
MP
204
McDonald Partners
Ohio
$2.55K +$2.57K +87 New
MSFP
205
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
BWL
206
Bogart Wealth LLC
Virginia
$2K +$1.8K +61 New
SWM
207
Spire Wealth Management
Virginia
$2K +$2.36K +80 New
HI
208
Hudock Inc
Pennsylvania
$1K -$413 -14 -17%
DWMG
209
DB Wealth Management Group
California
$1K – – –
TFA
210
Tobias Financial Advisors
Florida
– -$7.19M -248,287 Closed
BPA
211
Beacon Pointe Advisors
California
– -$1.13M -38,820 Closed
HC
212
Henshaw Capital
Massachusetts
– -$619K -21,350 Closed
EAM
213
Evanson Asset Management
California
– -$576K -18,929 Closed
Susquehanna International Group
214
Susquehanna International Group
Pennsylvania
– -$463K -15,997 Closed
CAN
215
Cetera Advisor Networks
California
– -$368K -12,708 Closed
Renaissance Technologies
216
Renaissance Technologies
New York
– -$322K -11,110 Closed
AUB
217
Atlantic Union Bankshares
Virginia
– -$225K -7,777 Closed
MSAM
218
Moloney Securities Asset Management
Missouri
– -$214K -7,385 Closed
CWM
219
Cornerstone Wealth Management
Missouri
– -$203K -7,003 Closed
JMPWA
220
JP Morgan Private Wealth Advisors
California
– -$202K -6,986 Closed
BW
221
Bison Wealth
Georgia
– -$160K -5,518 Closed
GRP
222
Global Retirement Partners
California
– -$121K -4,174 Closed
LWM
223
Liberty Wealth Management
California
– -$21K -738 Closed
MA
224
MCF Advisors
Kentucky
– -$19K -667 Closed
SFP
225
Sterling Financial Planning
New Jersey
– -$12K -411 Closed
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.