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State Street SPDR MSCI ACWI ex-US ETF

205 hedge funds and large institutions have $1.15B invested in State Street SPDR MSCI ACWI ex-US ETF in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

9% more capital invested

Capital invested by funds: $1.05B → $1.15B (+$95.8M)

3% more funds holding

Funds holding: 199205 (+6)

0.93% more ownership

Funds ownership: 73.11%74.04% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

3% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 67

Holders
205
Holders Change
+6
Holders Change %
+3.02%
% of All Funds
2.99%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
30
Increased
65
Reduced
67
Closed
20
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
$234M +$47.1M +1,848,545 +27%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$85.2M -$890K -34,942 -1%
APP
3
Avantax Planning Partners
Iowa
$60.3M +$16.6M +650,295 +41%
GI
4
GLOBALT Investments
Georgia
$45.1M +$42.5M +1,668,680 New
HCM
5
Hengehold Capital Management
Ohio
$43.2M +$1.21M +47,615 +3%
GKWIM
6
Gerber Kawasaki Wealth & Investment Management
California
$41.9M +$1.71M +67,011 +5%
HighTower Advisors
7
HighTower Advisors
Illinois
$40.4M +$753K +29,558 +2%
LPL Financial
8
LPL Financial
California
$39.9M +$1.61M +63,345 +4%
P
9
Pitcairn
Pennsylvania
$32.5M -$21.3M -837,336 -41%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$30M +$292K +11,472 +1%
EB
11
Eastern Bank
Massachusetts
$26M +$5.5K +216 +0%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$25.7M -$1.65M -64,639 -6%
FMWA
13
Forvis Mazars Wealth Advisors
Missouri
$21.1M -$559K -21,961 -3%
Morgan Stanley
14
Morgan Stanley
New York
$20.7M +$9.85M +386,907 +102%
Truist Financial
15
Truist Financial
North Carolina
$19.9M -$427K -16,771 -2%
LPAM
16
Lodestar Private Asset Management
California
$18.8M -$1.15M -45,159 -6%
SFA
17
Sequoia Financial Advisors
Ohio
$17.9M -$993K -39,001 -6%
Jane Street
18
Jane Street
New York
$16.1M -$17.2M -674,535 -53%
CCA
19
Cobblestone Capital Advisors
New York
$14.8M +$107K +4,199 +0.8%
AIA
20
Arcadia Investment Advisors
Idaho
$11.2M +$137K +5,378 +1%
UBS Group
21
UBS Group
Switzerland
$9.98M +$345K +13,540 +4%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$9.82M -$1.64M -64,503 -15%
IWP
23
IAG Wealth Partners
Wisconsin
$9.57M +$684K +26,852 +8%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$9.54M +$529K +20,773 +6%
Wells Fargo
25
Wells Fargo
California
$8.36M +$564K +22,140 +8%

CWI Hedge Fund Activity: Q4 2023 in Review

205 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q4 2023, worth a combined $1.15B — up 9.1% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CWI positions and 20 closed out — a net gain of 10 holders — while 65 added to existing stakes and 67 trimmed.

The largest buyer was Bank of America, adding an estimated $47.1M. The largest seller was Synovus Financial, cutting an estimated $43.6M.

  • 205 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q4 2023, up from 199 in Q3 2023.
  • Funds reported $1.15B of State Street SPDR MSCI ACWI ex-US ETF stock for Q4 2023, up 9.1% quarter-over-quarter.
  • 30 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q4 2023 and 20 closed out, a net change of +10 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q4 2023 was Bank of America, an estimated $47.1M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q4 2023 was Synovus Financial, an estimated $43.6M sold.

Based on aggregated 13F filings for Q4 2023.