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State Street SPDR MSCI ACWI ex-US ETF

201 hedge funds and large institutions have $998M invested in State Street 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

1.5% more ownership

Funds ownership: 63.92%65.42% (+1.5%)

2% less funds holding

Funds holding: 205201 (-4)

13% less capital invested

Capital invested by funds: $1.15B → $998M (-$150M)

15% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 26

17% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 70

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
201
Holders Change
-4
Holders Change %
-1.95%
% of All Funds
3.39%
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
Name Holding Trade Value Shares
Change
Change in
Stake
RDIA
201
RE Dickinson Investment Advisors
Iowa
$17
JCM
202
Jacobi Capital Management
Pennsylvania
-$13.4M -485,989 Closed
Susquehanna International Group
203
Susquehanna International Group
Pennsylvania
-$2.62M -95,150 Closed
US Bancorp
204
US Bancorp
Minnesota
-$830K -30,171 Closed
Chevy Chase Trust
205
Chevy Chase Trust
Maryland
-$456K -16,576 Closed
ACM
206
Allred Capital Management
Texas
-$446K -16,215 Closed
FA
207
Financial Advisors
Massachusetts
-$293K -10,634 Closed
FC
208
Forte Capital
New York
-$298K -10,160 Closed
MCC
209
Money Concepts Capital
Florida
-$264K -9,600 Closed
Creative Planning
210
Creative Planning
Kansas
-$218K -7,925 Closed
SFG
211
SNS Financial Group
Minnesota
-$217K -7,873 Closed
WA
212
Wealth Architects
California
-$216K -7,846 Closed
WWM
213
Windsor Wealth Management
Indiana
-$211K -7,735 Closed
RRC
214
Relaxing Retirement Coach
Massachusetts
-$209K -7,608 Closed
MA
215
MBA Advisors
Pennsylvania
-$209K -7,591 Closed
SHWM
216
Smith & Howard Wealth Management
Georgia
-$208K -7,574 Closed
Koshinski Asset Management
217
Koshinski Asset Management
Illinois
-$179K -6,489 Closed
AWM
218
Atticus Wealth Management
Florida
-$91K -3,306 Closed
BW
219
Bison Wealth
Georgia
-$57K -2,088 Closed
PMFA
220
Plante Moran Financial Advisors
Michigan
-$49K -1,781 Closed
RIM
221
Rockbridge Investment Management
New York
-$35.7K -1,286 Closed
PA
222
Parallel Advisors
California
-$25K -900 Closed
PFS
223
Prospera Financial Services
Texas
-$20K -725 Closed
AssetMark Inc
224
AssetMark Inc
California
-$9K -312 Closed
SCA
225
Stonebridge Capital Advisors
Minnesota
-$4K -163 Closed

CWI Hedge Fund Activity: Q2 2022 in Review

201 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q2 2022, worth a combined $998M — down 13% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of CWI and 22 opened new positions — a net loss of 4 holders — while 70 trimmed existing stakes and 58 added.

The largest buyer was Bank of America, adding an estimated $24M. The largest seller was Royal Bank of Canada, cutting an estimated $13.4M.

  • 201 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q2 2022, down from 205 in Q1 2022.
  • Funds reported $998M of State Street SPDR MSCI ACWI ex-US ETF stock for Q2 2022, down 13% quarter-over-quarter.
  • 22 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q2 2022 and 26 closed out, a net change of -4 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q2 2022 was Bank of America, an estimated $24M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q2 2022 was Royal Bank of Canada, an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2022.