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State Street SPDR MSCI ACWI ex-US ETF

193 hedge funds and large institutions have $1.07B invested in State Street SPDR MSCI ACWI ex-US ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 61 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

32% more capital invested

Capital invested by funds: $811M → $1.07B (+$261M)

8% more funds holding

Funds holding: 179193 (+14)

7.56% more ownership

Funds ownership: 62.4%69.96% (+7.6%)

2% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 60

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
193
Holders Change
+14
Holders Change %
+7.82%
% of All Funds
3.1%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
38
Increased
61
Reduced
60
Closed
18
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
$286M +$112M +4,803,893 +68%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$78.2M +$294K +12,658 +0.4%
SF
3
Synovus Financial
Georgia
$44.9M +$1.08M +46,607 +3%
Truist Financial
4
Truist Financial
North Carolina
$40.7M +$11.8M +506,508 +43%
EB
5
Eastern Bank
Massachusetts
$37.3M -$2.48M -106,778 -6%
APP
6
Avantax Planning Partners
Iowa
$37.1M +$8.24M +354,035 +30%
P
7
Pitcairn
Pennsylvania
$31.9M -$5.19M -223,242 -14%
HCM
8
Hengehold Capital Management
Ohio
$31.5M -$5.88M -252,923 -16%
CCWA
9
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27.7M +$26.7M +1,149,549 New
FMWA
10
Forvis Mazars Wealth Advisors
Missouri
$26.7M +$20.2M +869,022 +361%
WC
11
Wealth CMT
New Jersey
$26.5M +$2.54M +109,182 +11%
SFA
12
Sequoia Financial Advisors
Ohio
$20.1M -$194K -8,323 -1%
FC
13
Financial Consulate
Maryland
$19.2M +$122K +5,254 +0.7%
LPAM
14
Lodestar Private Asset Management
California
$19.1M +$18.4M +792,080 New
LPL Financial
15
LPL Financial
California
$17.7M +$2.19M +94,014 +15%
GKWIM
16
Gerber Kawasaki Wealth & Investment Management
California
$14.6M +$10.8M +462,747 +320%
CCA
17
Cobblestone Capital Advisors
New York
$14.2M +$222K +9,541 +2%
UBS Group
18
UBS Group
Switzerland
$10.9M -$6.53M -280,853 -38%
Ameriprise
19
Ameriprise
Minnesota
$10.6M -$970K -41,684 -9%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$10.5M -$1.12M -48,035 -10%
AIA
21
Arcadia Investment Advisors
Idaho
$9.89M +$310K +13,322 +3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$7.9M +$3.77M +162,166 +98%
Morgan Stanley
23
Morgan Stanley
New York
$7.63M -$258K -11,100 -3%
State Street
24
State Street
Massachusetts
$7.59M -$12.3M -530,284 -63%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$7.51M +$7.26M +312,267 New

CWI Hedge Fund Activity: Q4 2022 in Review

193 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q4 2022, worth a combined $1.07B — up 32% from $811M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CWI positions and 18 closed out — a net gain of 20 holders — while 61 added to existing stakes and 60 trimmed.

The largest buyer was Bank of America, adding an estimated $112M. The largest seller was Mirae Asset Global Investments, cutting an estimated $19.3M.

  • 193 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q4 2022, up from 179 in Q3 2022.
  • Funds reported $1.07B of State Street SPDR MSCI ACWI ex-US ETF stock for Q4 2022, up 32% quarter-over-quarter.
  • 38 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q4 2022 and 18 closed out, a net change of +20 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q4 2022 was Bank of America, an estimated $112M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q4 2022 was Mirae Asset Global Investments, an estimated $19.3M sold.

Based on aggregated 13F filings for Q4 2022.