We are live on ! Find out more
CWI icon

State Street SPDR MSCI ACWI ex-US ETF
CWI

126 hedge funds and large institutions have $719M invested in State Street SPDR MSCI ACWI ex-US ETF in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

21% more capital invested

Capital invested by funds: $596M → $719M (+$123M)

18% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 38

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

7.17% more ownership

Funds ownership: 66.35% → 73.52% (+7.2%)

4% more funds holding

Funds holding: 121 → 126 (+5)

Holders
126
Holders Change
+5
Holders Change %
+4.13%
% of All Funds
3.14%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.25%
New
13
Increased
45
Reduced
38
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
Stadion Money Management
Georgia
+$38.5M
2
Bank of America
Bank of America
North Carolina
+$20.5M
3
Jane Street
Jane Street
New York
+$11.4M
4
State Street
State Street
Massachusetts
+$9.47M
5
UBS Group
UBS Group
Switzerland
+$6.06M

Top Sellers

1
MBT
Montecito Bank & Trust
California
-$8.29M
2
WP
WealthSource Partners
California
-$4.07M
3
FTUS
Flow Traders U.S.
New York
-$2.44M
4
OMC
Old Mission Capital
Illinois
-$1.09M
5
SFG
SNS Financial Group
Minnesota
-$888K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$128M +$20.5M +832,080 +20%
SMM
2
Stadion Money Management
Georgia
$67.3M +$38.5M +1,563,426 +142%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$65.7M +$218K +8,872 +0.3%
TF
4
TIAA FSB
Florida
$50.6M +$2.41M +97,957 +5%
SG
5
Strid Group
Pennsylvania
$45.4M +$2.13M +86,485 +5%
SB
6
Suntrust Banks
Georgia
$37.3M +$674K +27,411 +2%
State Street
7
State Street
Massachusetts
$32.6M +$9.47M +384,997 +42%
UBS Group
8
UBS Group
Switzerland
$16.4M +$6.06M +246,415 +61%
HCM
9
Hengehold Capital Management
Ohio
$14.9M +$292K +11,867 +2%
SFA
10
Sequoia Financial Advisors
Ohio
$14.5M -$137K -5,565 -1%
P
11
Pitcairn
Pennsylvania
$13.3M -$722K -29,375 -5%
HI
12
Horizon Investments
North Carolina
$12.2M +$855K +34,773 +7%
MBT
13
Montecito Bank & Trust
California
$12.1M -$8.29M -337,131 -41%
EB
14
Eastern Bank
Massachusetts
$12.1M +$227K +9,234 +2%
Jane Street
15
Jane Street
New York
$11.7M +$11.4M +464,465 New
FMWA
16
Forvis Mazars Wealth Advisors
Missouri
$11.6M +$509K +20,706 +5%
CCA
17
Cobblestone Capital Advisors
New York
$10.2M -$83.2K -3,382 -0.8%
WT
18
Whittier Trust
California
$9.82M +$58.8K +2,392 +0.6%
LWA
19
Lenox Wealth Advisors
New York
$8.97M +$574K +23,323 +7%
GCA
20
Greenwood Capital Associates
South Carolina
$8.81M +$416K +16,905 +5%
Morgan Stanley
21
Morgan Stanley
New York
$7.71M +$91.5K +3,722 +1%
SBL
22
Sargent Bickham Lagudis
Colorado
$7.57M +$1.44M +58,428 +24%
Wells Fargo
23
Wells Fargo
California
$6.78M +$622K +25,292 +10%
CFG
24
Citizens Financial Group
Rhode Island
$6.41M +$1.18M +48,076 +23%
CIA
25
Capital Investment Advisors
Georgia
$5.29M -$83.7K -3,402 -2%
1
2 3 4 5

CWI Hedge Fund Activity: Q3 2017 in Review

126 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q3 2017, worth a combined $719M — up 21% from $596M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CWI positions and 6 closed out — a net gain of 7 holders — while 45 added to existing stakes and 38 trimmed.

The largest buyer was Stadion Money Management, adding an estimated $38.5M. The largest seller was Montecito Bank & Trust, cutting an estimated $8.29M.

  • 126 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q3 2017, up from 121 in Q2 2017.
  • Funds reported $719M of State Street SPDR MSCI ACWI ex-US ETF stock for Q3 2017, up 21% quarter-over-quarter.
  • 13 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q3 2017 and 6 closed out, a net change of +7 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q3 2017 was Stadion Money Management, an estimated $38.5M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q3 2017 was Montecito Bank & Trust, an estimated $8.29M sold.

Based on aggregated 13F filings for Q3 2017.