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State Street SPDR MSCI ACWI ex-US ETF

209 hedge funds and large institutions have $1.17B invested in State Street SPDR MSCI ACWI ex-US ETF in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 74 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

54% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 48

15% more capital invested

Capital invested by funds: $1.02B → $1.17B (+$157M)

9% more funds holding

Funds holding: 191209 (+18)

4.57% more ownership

Funds ownership: 58.13%62.7% (+4.6%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
209
Holders Change
+18
Holders Change %
+9.42%
% of All Funds
3.22%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
39
Increased
74
Reduced
48
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$238M +$85.1M +2,883,122 +55%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$192M +$108K +3,642 +0.1%
HCM
3
Hengehold Capital Management
Ohio
$86.3M +$537K +18,200 +0.6%
P
4
Pitcairn
Pennsylvania
$50.9M -$101K -3,429 -0.2%
EB
5
Eastern Bank
Massachusetts
$47.3M +$2.65M +89,602 +6%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$28.9M +$1.65M +55,800 +6%
SFA
7
Sequoia Financial Advisors
Ohio
$28M +$17.8M +604,179 +173%
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$26.3M +$969K +32,829 +4%
State Street
9
State Street
Massachusetts
$23.6M +$65.8K +2,230 +0.3%
LPL Financial
10
LPL Financial
California
$22.2M +$10.2M +345,596 +84%
FC
11
Financial Consulate
Maryland
$18.6M +$1.25M +42,347 +7%
CCA
12
Cobblestone Capital Advisors
New York
$16.8M -$903K -30,579 -5%
WC
13
Wealth CMT
New Jersey
$16.6M +$2.26M +76,477 +16%
APP
14
Avantax Planning Partners
Iowa
$16.5M +$11M +371,489 +193%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$15.4M -$513K -17,372 -3%
JCM
16
Jacobi Capital Management
Pennsylvania
$14.1M +$326K +11,055 +2%
ISB
17
Iowa State Bank
Iowa
$14M +$3.26M +110,582 +30%
Morgan Stanley
18
Morgan Stanley
New York
$12.5M +$187K +6,344 +2%
UBS Group
19
UBS Group
Switzerland
$12.3M +$106K +3,605 +0.9%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$11.6M -$185K -6,262 -2%
SF
21
Synovus Financial
Georgia
$11.5M +$495K +16,781 +4%
Truist Financial
22
Truist Financial
North Carolina
$11.1M -$12.5M -422,895 -53%
MBT
23
Montecito Bank & Trust
California
$11.1M +$1.3M +44,123 +13%
Citadel Advisors
24
Citadel Advisors
Florida
$11M +$10M +339,683 +936%
AIA
25
Arcadia Investment Advisors
Idaho
$10.9M +$401K +13,590 +4%

CWI Hedge Fund Activity: Q4 2021 in Review

209 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q4 2021, worth a combined $1.17B — up 15% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CWI positions and 20 closed out — a net gain of 19 holders — while 74 added to existing stakes and 48 trimmed.

The largest buyer was Bank of America, adding an estimated $85.1M. The largest seller was Truist Financial, cutting an estimated $12.5M.

  • 209 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q4 2021, up from 191 in Q3 2021.
  • Funds reported $1.17B of State Street SPDR MSCI ACWI ex-US ETF stock for Q4 2021, up 15% quarter-over-quarter.
  • 39 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q4 2021 and 20 closed out, a net change of +19 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q4 2021 was Bank of America, an estimated $85.1M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q4 2021 was Truist Financial, an estimated $12.5M sold.

Based on aggregated 13F filings for Q4 2021.