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State Street SPDR MSCI ACWI ex-US ETF

206 hedge funds and large institutions have $1.19B invested in State Street SPDR MSCI ACWI ex-US ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 83 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

4% more capital invested

Capital invested by funds: $1.15B → $1.19B (+$47.8M)

0% more funds holding

Funds holding: 205206 (+1)

1.67% less ownership

Funds ownership: 74.04%72.37% (-1.7%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

35% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 83

Holders
206
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
2.97%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
17
Increased
54
Reduced
83
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
$192M -$51.3M -1,882,345 -22%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$96.5M +$6.73M +246,680 +8%
APP
3
Avantax Planning Partners
Iowa
$56.3M -$6.7M -245,572 -11%
Jane Street
4
Jane Street
New York
$54.3M +$35.9M +1,316,533 +221%
HighTower Advisors
5
HighTower Advisors
Illinois
$49.7M +$6.98M +256,111 +17%
GI
6
GLOBALT Investments
Georgia
$46.3M -$1.06M -38,734 -2%
HNB
7
Huntington National Bank
Ohio
$37.8M
P
8
Pitcairn
Pennsylvania
$34.1M -$18.1K -663 -0.1%
HCM
9
Hengehold Capital Management
Ohio
$34.1M -$10.8M -397,276 -25%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$33.6M +$1.94M +71,305 +6%
LPL Financial
11
LPL Financial
California
$30.5M -$10.9M -399,899 -27%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$26.1M +$15.2M +556,067 +153%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$25.9M -$1.05M -38,438 -4%
FMWA
14
Forvis Mazars Wealth Advisors
Missouri
$22.2M +$43.6K +1,600 +0.2%
LPAM
15
Lodestar Private Asset Management
California
$20M +$182K +6,684 +1%
Truist Financial
16
Truist Financial
North Carolina
$19.8M -$1.05M -38,387 -5%
SFA
17
Sequoia Financial Advisors
Ohio
$18.4M -$373K -13,686 -2%
EB
18
Eastern Bank
Massachusetts
$15.8M -$11.1M -406,200 -42%
CCA
19
Cobblestone Capital Advisors
New York
$15.3M -$248K -9,105 -2%
Morgan Stanley
20
Morgan Stanley
New York
$14.5M -$7.02M -257,348 -34%
SEIA
21
Signature Estate & Investment Advisors
California
$13.9M +$13.3M +488,421 New
AIA
22
Arcadia Investment Advisors
Idaho
$11.3M -$361K -13,254 -3%
OMC
23
Old Mission Capital
Illinois
$11.1M +$10.7M +392,164 New
Baird Financial Group
24
Baird Financial Group
Wisconsin
$10.4M +$395K +14,482 +4%
IWP
25
IAG Wealth Partners
Wisconsin
$9.93M -$119K -4,372 -1%

CWI Hedge Fund Activity: Q1 2024 in Review

206 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q1 2024, worth a combined $1.19B — up 4.2% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CWI positions and 11 closed out — a net gain of 6 holders — while 54 added to existing stakes and 83 trimmed.

The largest buyer was Jane Street, adding an estimated $35.9M. The largest seller was Bank of America, cutting an estimated $51.3M.

  • 206 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q1 2024, up from 205 in Q4 2023.
  • Funds reported $1.19B of State Street SPDR MSCI ACWI ex-US ETF stock for Q1 2024, up 4.2% quarter-over-quarter.
  • 17 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q1 2024 and 11 closed out, a net change of +6 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q1 2024 was Jane Street, an estimated $35.9M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q1 2024 was Bank of America, an estimated $51.3M sold.

Based on aggregated 13F filings for Q1 2024.