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State Street SPDR MSCI ACWI ex-US ETF

199 hedge funds and large institutions have $1.05B invested in State Street SPDR MSCI ACWI ex-US ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

27% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 55

5.08% more ownership

Funds ownership: 68.03%73.11% (+5.1%)

3% more funds holding

Funds holding: 194199 (+5)

0% more capital invested

Capital invested by funds: $1.05B → $1.05B (+$3.89M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
199
Holders Change
+5
Holders Change %
+2.58%
% of All Funds
3.16%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
19
Increased
70
Reduced
55
Closed
11
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
$170M +$12M +463,036 +7%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$79.3M +$87K +3,362 +0.1%
P
3
Pitcairn
Pennsylvania
$50.8M +$120K +4,635 +0.2%
SF
4
Synovus Financial
Georgia
$44.5M -$1.36M -52,428 -3%
APP
5
Avantax Planning Partners
Iowa
$39.3M +$1.63M +62,908 +4%
HCM
6
Hengehold Capital Management
Ohio
$38.6M -$411K -15,878 -1%
GKWIM
7
Gerber Kawasaki Wealth & Investment Management
California
$36.9M +$6.62M +255,971 +21%
HighTower Advisors
8
HighTower Advisors
Illinois
$36.4M +$30.1M +1,161,518 +384%
LPL Financial
9
LPL Financial
California
$35.1M +$4.89M +188,812 +15%
Jane Street
10
Jane Street
New York
$31.6M -$7.72M -298,264 -19%
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27.3M +$1.34M +51,723 +5%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$25.2M +$25.9M +1,001,883 +8,251%
EB
13
Eastern Bank
Massachusetts
$24M -$21.2K -820 -0.1%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$22.9M +$15.3M +590,421 +209%
FMWA
15
Forvis Mazars Wealth Advisors
Missouri
$19.9M -$350K -13,541 -2%
Truist Financial
16
Truist Financial
North Carolina
$18.7M -$36.5K -1,409 -0.2%
LPAM
17
Lodestar Private Asset Management
California
$18.5M -$859K -33,199 -4%
SFA
18
Sequoia Financial Advisors
Ohio
$17.4M -$292K -11,291 -2%
CCA
19
Cobblestone Capital Advisors
New York
$13.5M -$137K -5,287 -1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$10.6M -$504K -19,471 -4%
AIA
21
Arcadia Investment Advisors
Idaho
$10.1M +$104K +4,035 +1%
Morgan Stanley
22
Morgan Stanley
New York
$9.45M +$1.02M +39,246 +12%
UBS Group
23
UBS Group
Switzerland
$8.85M -$251K -9,707 -3%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$8.27M -$16.6K -641 -0.2%
IWP
25
IAG Wealth Partners
Wisconsin
$8.15M +$88.4K +3,418 +1%

CWI Hedge Fund Activity: Q3 2023 in Review

199 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q3 2023, worth a combined $1.05B — up 0.37% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CWI positions and 11 closed out — a net gain of 8 holders — while 70 added to existing stakes and 55 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $30.1M. The largest seller was Financial Consulate, cutting an estimated $22.8M.

  • 199 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q3 2023, up from 194 in Q2 2023.
  • Funds reported $1.05B of State Street SPDR MSCI ACWI ex-US ETF stock for Q3 2023, up 0.37% quarter-over-quarter.
  • 19 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q3 2023 and 11 closed out, a net change of +8 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q3 2023 was HighTower Advisors, an estimated $30.1M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q3 2023 was Financial Consulate, an estimated $22.8M sold.

Based on aggregated 13F filings for Q3 2023.