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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
BWL
201
Bogart Wealth LLC
Virginia
$2K
MSFP
202
Mark Sheptoff Financial Planning
Connecticut
$2K
NDSI
203
Newman Dignan & Sheerar Inc
Rhode Island
$917 +$233K +8,292 +33%
Citadel Advisors
204
Citadel Advisors
Florida
-$11M -375,990 Closed
CIAS
205
CBIZ Investment Advisory Services
Ohio
-$2.5M -85,153 Closed
TWM
206
Tanglewood Wealth Management
Texas
-$2.08M -71,136 Closed
TAM
207
Todd Asset Management
Kentucky
-$1.34M -45,711 Closed
Capital International Investors
208
Capital International Investors
California
-$581K -19,782 Closed
WWM
209
Western Wealth Management
Colorado
-$307K -10,450 Closed
SC
210
Scotia Capital
Ontario, Canada
-$244K -8,318 Closed
Northern Trust
211
Northern Trust
Illinois
-$235K -8,001 Closed
Stifel Financial
212
Stifel Financial
Missouri
-$210K -7,163 Closed
PWA
213
Pillar Wealth Advisors
Pennsylvania
-$207K -7,053 Closed
CIBC Private Wealth Group
214
CIBC Private Wealth Group
Georgia
-$205K -6,978 Closed
SWA
215
Stratos Wealth Advisors
Ohio
-$204K -6,956 Closed
RW
216
RVW Wealth
California
-$201K -6,870 Closed
Qube Research & Technologies (QRT)
217
Qube Research & Technologies (QRT)
United Kingdom
-$100K -3,405 Closed
BlackRock
218
BlackRock
New York
-$88.1K -3,135 -100%
CCM
219
Chilton Capital Management
Texas
-$58K -1,977 Closed
QC
220
Quent Capital
New York
-$55K -1,860 Closed
AWM
221
Avior Wealth Management
Nebraska
-$52K -1,785 Closed
CFD
222
Creative Financial Designs
Indiana
-$46K -1,584 Closed
RI
223
Rinkey Investments
California
-$38K -1,282 Closed
JP Morgan Chase
224
JP Morgan Chase
New York
-$12K -408 Closed
CA
225
CoreCap Advisors
Michigan
-$11K -386 Closed

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.