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State Street SPDR MSCI ACWI ex-US ETF

179 hedge funds and large institutions have $811M invested in State Street SPDR MSCI ACWI ex-US ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 56 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

3.02% less ownership

Funds ownership: 65.42%62.4% (-3%)

11% less funds holding

Funds holding: 201179 (-22)

19% less capital invested

Capital invested by funds: $998M → $811M (-$187M)

20% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 70

69% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 32

Holders
179
Holders Change
-22
Holders Change %
-10.95%
% of All Funds
3.08%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
10
Increased
56
Reduced
70
Closed
32
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
$151M +$4.61M +195,931 +3%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$68.6M -$82.2M -3,493,593 -52%
SF
3
Synovus Financial
Georgia
$38.6M +$33.2M +1,410,959 +346%
EB
4
Eastern Bank
Massachusetts
$35.2M -$1.88M -79,679 -5%
HCM
5
Hengehold Capital Management
Ohio
$33.1M -$28.8M -1,221,552 -44%
P
6
Pitcairn
Pennsylvania
$32.9M -$963K -40,893 -3%
APP
7
Avantax Planning Partners
Iowa
$25.2M -$5.26M -223,381 -16%
Truist Financial
8
Truist Financial
North Carolina
$25.1M +$11.7M +497,132 +72%
WC
9
Wealth CMT
New Jersey
$21.1M +$2.5M +105,997 +12%
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$20.9M
Jane Street
11
Jane Street
New York
$19M +$9.89M +420,095 +88%
State Street
12
State Street
Massachusetts
$17.9M +$940K +39,954 +5%
SFA
13
Sequoia Financial Advisors
Ohio
$17.9M -$1.11M -47,286 -5%
FC
14
Financial Consulate
Maryland
$16.8M +$1.18M +50,110 +7%
UBS Group
15
UBS Group
Switzerland
$15.5M +$4.66M +197,936 +37%
LPL Financial
16
LPL Financial
California
$13.6M +$1.28M +54,181 +9%
CCA
17
Cobblestone Capital Advisors
New York
$12.3M -$130K -5,529 -0.9%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$12.3M +$11.9M +503,932 +670%
PAG
19
Private Advisor Group
New Jersey
$10.7M +$7.73M +328,494 +187%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$10.2M +$3.16M +134,333 +39%
Ameriprise
21
Ameriprise
Minnesota
$9.81M +$111K +4,704 +1%
FTUS
22
Flow Traders U.S.
New York
$9.49M +$283K +12,003 +3%
AIA
23
Arcadia Investment Advisors
Idaho
$8.44M +$488K +20,744 +5%
ISB
24
Iowa State Bank
Iowa
$8.24M -$140K -5,937 -2%
HighTower Advisors
25
HighTower Advisors
Illinois
$7.83M +$439K +18,671 +5%

CWI Hedge Fund Activity: Q3 2022 in Review

179 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q3 2022, worth a combined $811M — down 19% from $998M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of CWI and 10 opened new positions — a net loss of 22 holders — while 70 trimmed existing stakes and 56 added.

The largest buyer was Synovus Financial, adding an estimated $33.2M. The largest seller was PNC Financial Services Group, cutting an estimated $82.2M.

  • 179 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q3 2022, down from 201 in Q2 2022.
  • Funds reported $811M of State Street SPDR MSCI ACWI ex-US ETF stock for Q3 2022, down 19% quarter-over-quarter.
  • 10 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q3 2022 and 32 closed out, a net change of -22 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q3 2022 was Synovus Financial, an estimated $33.2M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q3 2022 was PNC Financial Services Group, an estimated $82.2M sold.

Based on aggregated 13F filings for Q3 2022.