We are live on ! Find out more
CWI icon

State Street SPDR MSCI ACWI ex-US ETF

208 hedge funds and large institutions have $1.19B invested in State Street SPDR MSCI ACWI ex-US ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 67 increasing their positions, 68 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

1% more funds holding

Funds holding: 206208 (+2)

0.17% more ownership

Funds ownership: 72.37%72.54% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less capital invested

Capital invested by funds: $1.19B → $1.19B (-$7.11M)

1% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 68

Holders
208
Holders Change
+2
Holders Change %
+0.97%
% of All Funds
3%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
15
Increased
67
Reduced
68
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
$183M -$8.4M -296,378 -4%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$100M +$3.78M +133,251 +4%
APP
3
Avantax Planning Partners
Iowa
$54.4M -$1.79M -63,174 -3%
HighTower Advisors
4
HighTower Advisors
Illinois
$50.1M +$556K +19,635 +1%
GI
5
GLOBALT Investments
Georgia
$45.2M -$926K -32,675 -2%
Jane Street
6
Jane Street
New York
$43.6M -$10.5M -369,217 -19%
HNB
7
Huntington National Bank
Ohio
$37.9M
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$34.2M +$747K +26,364 +2%
P
9
Pitcairn
Pennsylvania
$33.9M -$160K -5,652 -0.5%
HCM
10
Hengehold Capital Management
Ohio
$33.4M -$535K -18,864 -2%
LPL Financial
11
LPL Financial
California
$31.7M +$1.31M +46,059 +4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$25.2M -$825K -29,113 -3%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$23.6M -$2.17M -76,737 -8%
FMWA
14
Forvis Mazars Wealth Advisors
Missouri
$22.1M +$21.5K +758 +0.1%
Truist Financial
15
Truist Financial
North Carolina
$20M +$241K +8,516 +1%
LPAM
16
Lodestar Private Asset Management
California
$19.9M +$17.2K +608 +0.1%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$17.6M +$10M +353,554 +135%
Morgan Stanley
18
Morgan Stanley
New York
$17.3M +$2.88M +101,795 +20%
SFA
19
Sequoia Financial Advisors
Ohio
$16.2M -$2.17M -76,400 -12%
EB
20
Eastern Bank
Massachusetts
$15.8M -$1.76K -62 -0%
CCA
21
Cobblestone Capital Advisors
New York
$14.9M -$358K -12,636 -2%
SEIA
22
Signature Estate & Investment Advisors
California
$14.8M +$943K +33,259 +7%
AIA
23
Arcadia Investment Advisors
Idaho
$11M -$338K -11,911 -3%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$10.6M +$206K +7,286 +2%
Wells Fargo
25
Wells Fargo
California
$10.1M +$602K +21,259 +6%

CWI Hedge Fund Activity: Q2 2024 in Review

208 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q2 2024, worth a combined $1.19B — down 0.6% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CWI positions and 11 closed out — a net gain of 4 holders — while 67 added to existing stakes and 68 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $10M. The largest seller was Jane Street, cutting an estimated $10.5M.

  • 208 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q2 2024, up from 206 in Q1 2024.
  • Funds reported $1.19B of State Street SPDR MSCI ACWI ex-US ETF stock for Q2 2024, down 0.6% quarter-over-quarter.
  • 15 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q2 2024 and 11 closed out, a net change of +4 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q2 2024 was Bank of Montreal, an estimated $10M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q2 2024 was Jane Street, an estimated $10.5M sold.

Based on aggregated 13F filings for Q2 2024.