State Street SPDR MSCI ACWI ex-US ETF
164 hedge funds and large institutions have $939M invested in State Street SPDR MSCI ACWI ex-US ETF in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 50 increasing their positions, 86 reducing their positions, and 18 closing their positions.
7% more funds holding in top 10
Funds holding in top 10: 15 → 16 (+1)
3% more capital invested
Capital invested by funds: $914M → $939M (+$25.4M)
5% less funds holding
Funds holding: 172 → 164 (-8)
23.03% less ownership
Funds ownership: 78.66% → 55.63% (-23%)
42% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 86
44% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$73.1M |
| 2 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
+$9.26M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$9.16M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.67M |
| 5 |
CGFA
Colton Groome Financial Advisors
Asheville,
North Carolina
|
+$3.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$45.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$6.81M |
| 3 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$6.37M |
| 4 |
MBT
Montecito Bank & Trust
Santa Barbara,
California
|
-$3.89M |
| 5 |
Morgan Stanley
New York
|
-$3.36M |
CWI Hedge Fund Activity: Q3 2019 in Review
164 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q3 2019, worth a combined $939M — up 2.8% from $914M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of CWI and 10 opened new positions — a net loss of 8 holders — while 86 trimmed existing stakes and 50 added.
The largest buyer was Envestnet Asset Management, adding an estimated $73.1M. The largest seller was Bank of Montreal, cutting an estimated $45.5M.
- 164 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q3 2019, down from 172 in Q2 2019.
- Funds reported $939M of State Street SPDR MSCI ACWI ex-US ETF stock for Q3 2019, up 2.8% quarter-over-quarter.
- 10 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q3 2019 and 18 closed out, a net change of -8 holders.
- The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q3 2019 was Envestnet Asset Management, an estimated $73.1M added.
- The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q3 2019 was Bank of Montreal, an estimated $45.5M sold.
Based on aggregated 13F filings for Q3 2019.