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State Street SPDR MSCI ACWI ex-US ETF

205 hedge funds and large institutions have $1.15B invested in State Street SPDR MSCI ACWI ex-US ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 51 increasing their positions, 71 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1.22% more ownership

Funds ownership: 62.7%63.92% (+1.2%)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

2% less capital invested

Capital invested by funds: $1.17B → $1.15B (-$26.2M)

2% less funds holding

Funds holding: 209205 (-4)

28% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 71

Holders
205
Holders Change
-4
Holders Change %
-1.91%
% of All Funds
3.23%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
29
Increased
51
Reduced
71
Closed
29
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
$185M +$4.59M +163,388 +2%
Bank of America
2
Bank of America
North Carolina
$164M -$60.7M -2,157,813 -27%
HCM
3
Hengehold Capital Management
Ohio
$75.3M -$5.81M -206,551 -7%
EB
4
Eastern Bank
Massachusetts
$48.7M +$4.41M +156,982 +10%
P
5
Pitcairn
Pennsylvania
$48.6M +$765K +27,195 +2%
APP
6
Avantax Planning Partners
Iowa
$38.3M +$23.2M +825,869 +146%
CCWA
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$28.8M +$4.2M +149,368 +17%
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$27.2M
SFA
9
Sequoia Financial Advisors
Ohio
$25.9M -$360K -12,811 -1%
State Street
10
State Street
Massachusetts
$22.7M +$496K +17,628 +2%
FTUS
11
Flow Traders U.S.
New York
$21.5M +$20.8M +739,896 +1,779%
LPL Financial
12
LPL Financial
California
$21M +$147K +5,233 +0.7%
Truist Financial
13
Truist Financial
North Carolina
$19.9M +$9.62M +342,294 +90%
FC
14
Financial Consulate
Maryland
$19.2M +$1.82M +64,651 +10%
CCA
15
Cobblestone Capital Advisors
New York
$16.7M +$883K +31,424 +5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$16.5M +$10.3M +367,021 +157%
WC
17
Wealth CMT
New Jersey
$15.3M -$287K -10,212 -2%
JCM
18
Jacobi Capital Management
Pennsylvania
$13.4M +$123K +4,378 +0.9%
ISB
19
Iowa State Bank
Iowa
$12M -$1.2M -42,582 -9%
UBS Group
20
UBS Group
Switzerland
$11.9M +$368K +13,091 +3%
Morgan Stanley
21
Morgan Stanley
New York
$11.6M -$156K -5,554 -1%
Jane Street
22
Jane Street
New York
$11.5M +$9.3M +330,673 +385%
SF
23
Synovus Financial
Georgia
$11.4M +$593K +21,099 +5%
LWM
24
Ledge Wealth Management
Minnesota
$10.5M +$10.7M +381,085 New
AIA
25
Arcadia Investment Advisors
Idaho
$10.4M +$188K +6,688 +2%

CWI Hedge Fund Activity: Q1 2022 in Review

205 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q1 2022, worth a combined $1.15B — down 2.2% from $1.17B a quarter earlier.

Fund positioning in CWI was balanced in Q1 2022: 29 funds opened new positions, 29 closed out, 51 added to existing stakes and 71 trimmed.

The largest buyer was Avantax Planning Partners, adding an estimated $23.2M. The largest seller was Bank of America, cutting an estimated $60.7M.

  • 205 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q1 2022, down from 209 in Q4 2021.
  • Funds reported $1.15B of State Street SPDR MSCI ACWI ex-US ETF stock for Q1 2022, down 2.2% quarter-over-quarter.
  • 29 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q1 2022 and 29 closed out, a net change of 0 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q1 2022 was Avantax Planning Partners, an estimated $23.2M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q1 2022 was Bank of America, an estimated $60.7M sold.

Based on aggregated 13F filings for Q1 2022.