State Street SPDR MSCI ACWI ex-US ETF
167 hedge funds and large institutions have $905M invested in State Street SPDR MSCI ACWI ex-US ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 53 reducing their positions, and 13 closing their positions.
92% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 13
6% more funds holding
Funds holding: 157 → 167 (+10)
6% more funds holding in top 10
Funds holding in top 10: 16 → 17 (+1)
4% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 53
4.27% less ownership
Funds ownership: 56.75% → 52.48% (-4.3%)
53% less capital inflows, than outflows
Capital inflows: $83.6M | Capital outflows: $179M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sequoia Financial Advisors
Akron,
Ohio
|
+$13.3M |
| 2 |
Strid Group
Newtown Square,
Pennsylvania
|
+$12.1M |
| 3 |
Eastern Bank
Boston,
Massachusetts
|
+$10.6M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$7.38M |
| 5 |
Jane Street
New York
|
+$4.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$53.7M |
| 2 |
Avantax Planning Partners
Dubuque,
Iowa
|
-$51.9M |
| 3 |
Freestone Capital Holdings
Seattle,
Washington
|
-$12.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$11.3M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$9.9M |
CWI Hedge Fund Activity: Q1 2019 in Review
167 of the 4,634 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q1 2019, worth a combined $905M — down 0.77% from $912M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new CWI positions and 13 closed out — a net gain of 12 holders — while 51 added to existing stakes and 53 trimmed.
The largest buyer was Sequoia Financial Advisors, adding an estimated $13.3M. The largest seller was Bank of America, cutting an estimated $53.7M.
- 167 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q1 2019, up from 157 in Q4 2018.
- Funds reported $905M of State Street SPDR MSCI ACWI ex-US ETF stock for Q1 2019, down 0.77% quarter-over-quarter.
- 25 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q1 2019 and 13 closed out, a net change of +12 holders.
- The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q1 2019 was Sequoia Financial Advisors, an estimated $13.3M added.
- The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q1 2019 was Bank of America, an estimated $53.7M sold.
Based on aggregated 13F filings for Q1 2019.