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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
BWL
201
Bogart Wealth LLC
Virginia
$2.68K
CA
202
Continuum Advisory
Idaho
$2.12K +$2.15K +74 New
IA
203
IFP Advisors
Florida
$1.95K
FAM
204
Flaharty Asset Management
Florida
$731 +$696 +24 New
FFA
205
Farther Finance Advisors
California
$609 -$1.62K -56 -74%
BlackRock
206
BlackRock
New York
$548
TRCT
207
Tower Research Capital (TRC)
New York
$122 +$116 +4 New
CMP
208
Coston McIsaac & Partners
Maine
$52
Citigroup
209
Citigroup
New York
$30
FIA
210
Foundations Investment Advisors
Arizona
-$905K -31,985 Closed
Renaissance Technologies
211
Renaissance Technologies
New York
-$773K -27,300 Closed
SWP
212
Stratos Wealth Partners
Ohio
-$698K -24,669 Closed
FTUS
213
Flow Traders U.S.
New York
-$392K -13,858 Closed
RWP
214
RWA Wealth Partners
Massachusetts
-$265K -9,375 Closed
PCIA
215
Prime Capital Investment Advisors
Kansas
-$248K -8,762 Closed
IWC
216
Integrated Wealth Concepts
Massachusetts
-$230K -8,121 Closed
Qube Research & Technologies (QRT)
217
Qube Research & Technologies (QRT)
United Kingdom
-$71.3K -2,520 Closed
NOI
218
Newton One Investments
Delaware
-$39.1K -1,380 Closed
ATPW
219
Ashton Thomas Private Wealth
Arizona
-$33.3K -1,177 Closed
SA
220
Scarborough Advisors
Maryland
-$26.2K -925 Closed
Fifth Third Bancorp
221
Fifth Third Bancorp
Ohio
-$21.3K -754 Closed
NRG
222
Nemes Rush Group
Michigan
-$12K -425 Closed
GI
223
Gradient Investments
Minnesota
-$3.14K -111 Closed
OA
224
Operose Advisors
Wisconsin
-$1.7K -60 Closed
BNP Paribas Financial Markets
225
BNP Paribas Financial Markets
France
-$113 -4 Closed

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.