State Street SPDR MSCI ACWI ex-US ETF
157 hedge funds and large institutions have $910M invested in State Street SPDR MSCI ACWI ex-US ETF in 2018 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 17 closing their positions.
106% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 17
78% more funds holding in top 10
Funds holding in top 10: 9 → 16 (+7)
17% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 41
12% more funds holding
Funds holding: 140 → 157 (+17)
10.47% more ownership
Funds ownership: 74.66% → 85.13% (+10%)
64% less capital invested
Capital invested by funds: $2.51B → $910M (-$1.6B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$72.2M |
| 2 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$65.9M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$61.1M |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
+$46M |
| 5 |
TWM
Tanglewood Wealth Management
Houston,
Texas
|
+$21.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PFS Investments
Duluth,
Georgia
|
-$23.9M |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$17.6M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$12.3M |
| 4 |
SG
Strid Group
Newtown Square,
Pennsylvania
|
-$10.3M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$7.52M |
CWI Hedge Fund Activity: Q4 2018 in Review
157 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q4 2018, worth a combined $910M — down 64% from $2.51B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new CWI positions and 17 closed out — a net gain of 18 holders — while 48 added to existing stakes and 41 trimmed.
The largest buyer was Bank of America, adding an estimated $72.2M. The largest seller was PFS Investments, exiting entirely with an estimated $23.9M sold.
- 157 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q4 2018, up from 140 in Q3 2018.
- Funds reported $910M of State Street SPDR MSCI ACWI ex-US ETF stock for Q4 2018, down 64% quarter-over-quarter.
- 35 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q4 2018 and 17 closed out, a net change of +18 holders.
- The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q4 2018 was Bank of America, an estimated $72.2M added.
- The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q4 2018 was PFS Investments, an estimated $23.9M sold.
Based on aggregated 13F filings for Q4 2018.