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, 69 increasing their positions, 55 reducing their positions, and 11 closing their positions.
207% more capital inflows, than outflows
Capital inflows: $126M | Capital outflows: $40.9M
73% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 11
25% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 55
5.08% more ownership
Funds ownership: 68.03% → 73.11% (+5.1%)
3% more funds holding
Funds holding: 194 → 199 (+5)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$30.1M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$25.9M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$15.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$12M |
| 5 |
Sharkey, Howes & Javer
Denver,
Colorado
|
+$7.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Consulate
Hunt Valley,
Maryland
|
-$22.8M |
| 2 |
Jane Street
New York
|
-$7.72M |
| 3 |
Synovus Financial
Columbus,
Georgia
|
-$1.36M |
| 4 |
Cerity Partners
New York
|
-$941K |
| 5 |
Focus Financial Network
Minneapolis,
Minnesota
|
-$901K |
CWI Hedge Fund Activity: Q3 2023 in Review
199 of the 6,316 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 69 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.