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State Street SPDR MSCI ACWI ex-US ETF

208 hedge funds and large institutions have $1.21B invested in State Street SPDR MSCI ACWI ex-US ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 77 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

2% more capital invested

Capital invested by funds: $1.19B → $1.21B (+$21M)

0% more funds holding

Funds holding: 208208 (0)

0.95% less ownership

Funds ownership: 72.54%71.59% (-0.95%)

43% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 77

89% less call options, than puts

Call options by funds: $204K | Put options by funds: $1.85M

Holders
208
Holders Change
Holders Change %
0%
% of All Funds
2.99%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
19
Increased
44
Reduced
77
Closed
16
Calls
$204K
Puts
$1.85M
Net Calls
-$1.64M
Net Calls Change
-$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$203M +$5.74M +197,993 +3%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$110M +$2.45M +84,450 +2%
HighTower Advisors
3
HighTower Advisors
Illinois
$53.6M -$272K -9,371 -0.5%
APP
4
Avantax Planning Partners
Iowa
$49.3M -$8.71M -300,418 -16%
GI
5
GLOBALT Investments
Georgia
$46.4M -$2.09M -72,017 -5%
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$36.7M -$55.6K -1,918 -0.2%
HCM
7
Hengehold Capital Management
Ohio
$36.1M +$184K +6,349 +0.5%
P
8
Pitcairn
Pennsylvania
$35.6M -$732K -25,228 -2%
Jane Street
9
Jane Street
New York
$34M -$12.4M -425,769 -28%
LPL Financial
10
LPL Financial
California
$32.9M -$1.2M -41,322 -4%
FMWA
11
Forvis Mazars Wealth Advisors
Missouri
$24.1M +$270K +9,325 +1%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$24.1M -$1.26M -43,467 -5%
LPAM
13
Lodestar Private Asset Management
California
$21.6M +$201K +6,913 +1%
Truist Financial
14
Truist Financial
North Carolina
$21.4M -$35.4K -1,220 -0.2%
Morgan Stanley
15
Morgan Stanley
New York
$19.4M +$769K +26,521 +4%
CI
16
Clal Insurance
Israel
$18.9M +$18M +621,206 New
EB
17
Eastern Bank
Massachusetts
$17.1M +$194K +6,671 +1%
SFA
18
Sequoia Financial Advisors
Ohio
$16.9M -$480K -16,537 -3%
SEIA
19
Signature Estate & Investment Advisors
California
$16.6M +$663K +22,864 +4%
CCA
20
Cobblestone Capital Advisors
New York
$15.6M -$359K -12,386 -2%
WSFS
21
Wilmington Savings Fund Society
Delaware
$12.5M +$11.9M +409,770 New
Baird Financial Group
22
Baird Financial Group
Wisconsin
$11.6M +$217K +7,466 +2%
AIA
23
Arcadia Investment Advisors
Idaho
$11.5M -$247K -8,512 -2%
PAG
24
Private Advisor Group
New Jersey
$11.4M +$581K +20,041 +6%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$11.1M -$15.2M -524,012 -59%

CWI Hedge Fund Activity: Q3 2024 in Review

208 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q3 2024, worth a combined $1.21B — up 1.8% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CWI positions and 16 closed out — a net gain of 3 holders — while 44 added to existing stakes and 77 trimmed.

The largest buyer was Clal Insurance, opening a new position worth an estimated $18M. The largest seller was Envestnet Asset Management, cutting an estimated $15.2M.

  • 208 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $1.21B of State Street SPDR MSCI ACWI ex-US ETF stock for Q3 2024, up 1.8% quarter-over-quarter.
  • 19 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q3 2024 and 16 closed out, a net change of +3 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q3 2024 was Clal Insurance, an estimated $18M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q3 2024 was Envestnet Asset Management, an estimated $15.2M sold.

Based on aggregated 13F filings for Q3 2024.