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State Street SPDR MSCI ACWI ex-US ETF

174 hedge funds and large institutions have $875M invested in State Street SPDR MSCI ACWI ex-US ETF in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 64 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

21% more capital invested

Capital invested by funds: $721M → $875M (+$154M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

9% more funds holding

Funds holding: 159174 (+15)

3.42% more ownership

Funds ownership: 56.61%60.03% (+3.4%)

25% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 64

Holders
174
Holders Change
+15
Holders Change %
+9.43%
% of All Funds
3.08%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
24
Increased
48
Reduced
64
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$132M +$1.44M +55,522 +1%
Bank of America
2
Bank of America
North Carolina
$118M +$13.9M +536,820 +14%
HCM
3
Hengehold Capital Management
Ohio
$77.9M +$541K +20,856 +0.7%
RA
4
Reby Advisors
Connecticut
$37.2M +$34.9M +1,344,405 New
SFA
5
Sequoia Financial Advisors
Ohio
$29.5M -$731K -28,201 -3%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$28M
State Street
7
State Street
Massachusetts
$26M -$821K -31,659 -3%
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$24.9M -$47.8K -1,845 -0.2%
EB
9
Eastern Bank
Massachusetts
$22.8M +$52.2K +2,013 +0.2%
FTUS
10
Flow Traders U.S.
New York
$22.6M +$3.14M +121,268 +17%
Truist Financial
11
Truist Financial
North Carolina
$20.6M -$3.21M -123,892 -14%
CCA
12
Cobblestone Capital Advisors
New York
$18.2M -$283K -10,897 -2%
FC
13
Financial Consulate
Maryland
$14.4M +$29K +1,119 +0.2%
JCM
14
Jacobi Capital Management
Pennsylvania
$12.8M +$236K +9,105 +2%
WC
15
Wealth CMT
New Jersey
$11.8M +$924K +35,654 +9%
AIA
16
Arcadia Investment Advisors
Idaho
$10.1M -$152K -5,869 -2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$9.8M +$284K +10,968 +3%
WT
18
Whittier Trust
California
$9.41M -$108K -4,151 -1%
SF
19
Synovus Financial
Georgia
$9.27M +$308K +11,874 +4%
P
20
Pitcairn
Pennsylvania
$8.87M -$975K -37,624 -10%
HFS
21
Hantz Financial Services
Michigan
$8.62M -$318K -12,281 -4%
ISB
22
Iowa State Bank
Iowa
$8.28M +$709K +27,349 +10%
Wells Fargo
23
Wells Fargo
California
$7.86M -$350K -13,492 -5%
BC
24
Barnett & Company
Tennessee
$7.79M +$165K +6,373 +2%
MBT
25
Montecito Bank & Trust
California
$7.7M +$640K +24,681 +10%

CWI Hedge Fund Activity: Q4 2020 in Review

174 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q4 2020, worth a combined $875M — up 21% from $721M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CWI positions and 9 closed out — a net gain of 15 holders — while 48 added to existing stakes and 64 trimmed.

The largest buyer was Bank of America, adding an estimated $13.9M. The largest seller was Jane Street, cutting an estimated $10.1M.

  • 174 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q4 2020, up from 159 in Q3 2020.
  • Funds reported $875M of State Street SPDR MSCI ACWI ex-US ETF stock for Q4 2020, up 21% quarter-over-quarter.
  • 24 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q4 2020 and 9 closed out, a net change of +15 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q4 2020 was Bank of America, an estimated $13.9M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q4 2020 was Jane Street, an estimated $10.1M sold.

Based on aggregated 13F filings for Q4 2020.