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State Street SPDR MSCI ACWI ex-US ETF

197 hedge funds and large institutions have $1.1B invested in State Street SPDR MSCI ACWI ex-US ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 47 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

2% more funds holding

Funds holding: 193197 (+4)

2% more capital invested

Capital invested by funds: $1.07B → $1.1B (+$26.1M)

5.14% less ownership

Funds ownership: 69.96%64.82% (-5.1%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

37% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 75

Holders
197
Holders Change
+4
Holders Change %
+2.07%
% of All Funds
3.14%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
31
Increased
47
Reduced
75
Closed
21
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
$158M -$146M -5,747,370 -48%
M1FG
2
Mach-1 Financial Group
Arkansas
$124M +$482K +18,971 +16%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$82.2M -$1.42M -55,924 -2%
SF
4
Synovus Financial
Georgia
$48.3M +$300K +11,823 +0.6%
Jane Street
5
Jane Street
New York
$48.2M +$47.6M +1,874,657 New
HCM
6
Hengehold Capital Management
Ohio
$40.2M +$6.49M +255,318 +20%
APP
7
Avantax Planning Partners
Iowa
$39.6M -$19.2K -754 -0%
P
8
Pitcairn
Pennsylvania
$34.3M +$143K +5,612 +0.4%
CCWA
9
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27M -$2.56M -100,629 -9%
EB
10
Eastern Bank
Massachusetts
$24.7M -$15M -589,514 -38%
FMWA
11
Forvis Mazars Wealth Advisors
Missouri
$21.4M -$7.07M -278,452 -25%
FC
12
Financial Consulate
Maryland
$21M +$440K +17,337 +2%
LPAM
13
Lodestar Private Asset Management
California
$20.9M +$522K +20,564 +3%
LPL Financial
14
LPL Financial
California
$20.3M +$1.33M +52,308 +7%
SFA
15
Sequoia Financial Advisors
Ohio
$19.3M -$2.18M -86,000 -10%
Truist Financial
16
Truist Financial
North Carolina
$19M -$24.2M -951,679 -56%
GKWIM
17
Gerber Kawasaki Wealth & Investment Management
California
$17.8M +$2.12M +83,307 +14%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$16.2M +$14.8M +584,233 +1,238%
CCA
19
Cobblestone Capital Advisors
New York
$14.9M -$276K -10,856 -2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$11M -$164K -6,471 -1%
AIA
21
Arcadia Investment Advisors
Idaho
$10.3M -$321K -12,620 -3%
UBS Group
22
UBS Group
Switzerland
$10.2M -$1.35M -53,152 -12%
Morgan Stanley
23
Morgan Stanley
New York
$8.39M +$225K +8,873 +3%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$8.27M +$232K +9,117 +3%
IWP
25
IAG Wealth Partners
Wisconsin
$8.26M +$596K +23,464 +8%

CWI Hedge Fund Activity: Q1 2023 in Review

197 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q1 2023, worth a combined $1.1B — up 2.4% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new CWI positions and 21 closed out — a net gain of 10 holders — while 47 added to existing stakes and 75 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $47.6M. The largest seller was Bank of America, cutting an estimated $146M.

  • 197 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q1 2023, up from 193 in Q4 2022.
  • Funds reported $1.1B of State Street SPDR MSCI ACWI ex-US ETF stock for Q1 2023, up 2.4% quarter-over-quarter.
  • 31 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q1 2023 and 21 closed out, a net change of +10 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q1 2023 was Jane Street, an estimated $47.6M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q1 2023 was Bank of America, an estimated $146M sold.

Based on aggregated 13F filings for Q1 2023.