State Street SPDR MSCI ACWI ex-US ETF
191 hedge funds and large institutions have $1.02B invested in State Street SPDR MSCI ACWI ex-US ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 8 closing their positions.
125% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 8
4% more funds holding
Funds holding: 184 → 191 (+7)
5% less capital invested
Capital invested by funds: $1.07B → $1.02B (-$50.9M)
7% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 57
1.72% less ownership
Funds ownership: 59.85% → 58.13% (-1.7%)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$11.6M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$9.4M |
| 3 |
TCA
Transcend Capital Advisors
Madison,
New Jersey
|
+$1.69M |
| 4 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$1.65M |
| 5 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$17.9M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$8.49M |
| 3 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$4.53M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
-$2.58M |
| 5 |
OCM
Orser Capital Management
Southlake,
Texas
|
-$2.02M |
CWI Hedge Fund Activity: Q3 2021 in Review
191 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q3 2021, worth a combined $1.02B — down 4.8% from $1.07B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new CWI positions and 8 closed out — a net gain of 10 holders — while 53 added to existing stakes and 57 trimmed.
The largest buyer was Bank of America, adding an estimated $11.6M. The largest seller was Sequoia Financial Advisors, cutting an estimated $17.9M.
- 191 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q3 2021, up from 184 in Q2 2021.
- Funds reported $1.02B of State Street SPDR MSCI ACWI ex-US ETF stock for Q3 2021, down 4.8% quarter-over-quarter.
- 18 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q3 2021 and 8 closed out, a net change of +10 holders.
- The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q3 2021 was Bank of America, an estimated $11.6M added.
- The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q3 2021 was Sequoia Financial Advisors, an estimated $17.9M sold.
Based on aggregated 13F filings for Q3 2021.