State Street SPDR MSCI ACWI ex-US ETF
194 hedge funds and large institutions have $1.05B invested in State Street SPDR MSCI ACWI ex-US ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 72 reducing their positions, and 18 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
3.21% more ownership
Funds ownership: 64.82% → 68.03% (+3.2%)
6% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 18
5% less capital invested
Capital invested by funds: $1.1B → $1.05B (-$51.5M)
2% less funds holding
Funds holding: 197 → 194 (-3)
25% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 72
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WC
Wealth CMT
Cherry Hill,
New Jersey
|
+$29.5M |
| 2 |
P
Pitcairn
Conshohocken,
Pennsylvania
|
+$18.2M |
| 3 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$13.9M |
| 4 |
LPL Financial
San Diego,
California
|
+$11.3M |
| 5 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$7.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$15.7M |
| 2 |
Jane Street
New York
|
-$7.99M |
| 3 |
GFG
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
-$6.04M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$5.03M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$4.03M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RT
201
Rockland Trust
Hanover,
Massachusetts
| – | -$418K | -16,243 | Closed |
|
|
QWM
202
QP Wealth Management
Eatontown,
New Jersey
| – | -$291K | -11,315 | Closed |
|
203
Mercer Global Advisors
Denver,
Colorado
| – | -$267K | -10,359 | Closed |
|
204
Lido Advisors
Los Angeles,
California
| – | -$221K | -8,579 | Closed |
|
|
WA
205
Wealth Architects
Mountain View,
California
| – | -$202K | -7,863 | Closed |
|
206
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$89K | -3,478 | Closed |
|
|
ASN
207
Advisory Services Network
Atlanta,
Georgia
| – | -$66.5K | -2,583 | Closed |
|
|
FFA
208
Farther Finance Advisors
San Francisco,
California
| – | -$49K | -1,906 | Closed |
|
|
CM
209
Cornerstone Management
Duluth,
Georgia
| – | -$39.7K | -1,542 | Closed |
|
|
AAS
210
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$27.3K | -1,039 | Closed |
|
|
HT
211
Headlands Technologies
Chicago,
Illinois
| – | -$8.13K | -316 | Closed |
|
|
TRCT
212
Tower Research Capital (TRC)
New York
| – | -$5K | -191 | Closed |
|
CWI Hedge Fund Activity: Q2 2023 in Review
194 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q2 2023, worth a combined $1.05B — down 4.7% from $1.1B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new CWI positions and 18 closed out — a net gain of 1 holder — while 54 added to existing stakes and 72 trimmed.
The largest buyer was Wealth CMT, opening a new position worth an estimated $29.5M. The largest seller was Royal Bank of Canada, cutting an estimated $15.7M.
- 194 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q2 2023, down from 197 in Q1 2023.
- Funds reported $1.05B of State Street SPDR MSCI ACWI ex-US ETF stock for Q2 2023, down 4.7% quarter-over-quarter.
- 19 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q2 2023 and 18 closed out, a net change of +1 holder.
- The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q2 2023 was Wealth CMT, an estimated $29.5M added.
- The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q2 2023 was Royal Bank of Canada, an estimated $15.7M sold.
Based on aggregated 13F filings for Q2 2023.