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State Street SPDR MSCI ACWI ex-US ETF

223 hedge funds and large institutions have $1.21B invested in State Street SPDR MSCI ACWI ex-US ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 61 increasing their positions, 68 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 19

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more funds holding

Funds holding: 208223 (+15)

4.15% more ownership

Funds ownership: 71.59%75.74% (+4.1%)

0% more capital invested

Capital invested by funds: $1.21B → $1.21B (+$1.78M)

10% less call options, than puts

Call options by funds: $1.19M | Put options by funds: $1.32M

10% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 68

Holders
223
Holders Change
+15
Holders Change %
+7.21%
% of All Funds
2.94%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
41
Increased
61
Reduced
68
Closed
19
Calls
$1.19M
Puts
$1.32M
Net Calls
-$129K
Net Calls Change
+$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$260M +$76.5M +2,618,048 +39%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$105M +$3.7M +126,689 +4%
APP
3
Avantax Planning Partners
Iowa
$53.7M +$8.84M +302,339 +19%
HighTower Advisors
4
HighTower Advisors
Illinois
$50.5M +$1.33M +45,663 +3%
GI
5
GLOBALT Investments
Georgia
$41.8M -$816K -27,907 -2%
LPL Financial
6
LPL Financial
California
$38.6M +$8.85M +302,967 +28%
CCWA
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$33.9M +$242K +8,277 +0.7%
HCM
8
Hengehold Capital Management
Ohio
$32.1M -$1.13M -38,723 -3%
P
9
Pitcairn
Pennsylvania
$31.1M -$1.72M -58,777 -5%
FMWA
10
Forvis Mazars Wealth Advisors
Missouri
$21.6M -$503K -17,214 -2%
CI
11
Clal Insurance
Israel
$21.5M +$4.37M +149,418 +24%
LPAM
12
Lodestar Private Asset Management
California
$20.7M +$865K +29,598 +4%
Truist Financial
13
Truist Financial
North Carolina
$19.4M -$255K -8,728 -1%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$18.8M -$3.43M -117,429 -15%
Morgan Stanley
15
Morgan Stanley
New York
$18.5M +$726K +24,835 +4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$16.5M +$6.55M +224,242 +61%
EB
17
Eastern Bank
Massachusetts
$15.8M +$13.6K +465 +0.1%
SFA
18
Sequoia Financial Advisors
Ohio
$15.2M -$343K -11,732 -2%
CCA
19
Cobblestone Capital Advisors
New York
$14.3M -$58.7K -2,010 -0.4%
SEIA
20
Signature Estate & Investment Advisors
California
$13.9M -$1.41M -48,378 -9%
FPAS
21
Focus Partners Advisor Solutions
Missouri
$11.5M +$5.5M +188,264 +85%
WSFS
22
Wilmington Savings Fund Society
Delaware
$11.4M
Baird Financial Group
23
Baird Financial Group
Wisconsin
$11.3M +$631K +21,577 +6%
PAG
24
Private Advisor Group
New Jersey
$11M +$542K +18,546 +5%
AIA
25
Arcadia Investment Advisors
Idaho
$10.7M +$84.8K +2,901 +0.8%

CWI Hedge Fund Activity: Q4 2024 in Review

223 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI ex-US ETF (CWI) for Q4 2024, worth a combined $1.21B — up 0.15% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CWI positions and 19 closed out — a net gain of 22 holders — while 61 added to existing stakes and 68 trimmed.

The largest buyer was Bank of America, adding an estimated $76.5M. The largest seller was Jane Street, cutting an estimated $28.7M.

  • 223 institutional investors held State Street SPDR MSCI ACWI ex-US ETF (CWI) as of Q4 2024, up from 208 in Q3 2024.
  • Funds reported $1.21B of State Street SPDR MSCI ACWI ex-US ETF stock for Q4 2024, up 0.15% quarter-over-quarter.
  • 41 funds opened new State Street SPDR MSCI ACWI ex-US ETF positions in Q4 2024 and 19 closed out, a net change of +22 holders.
  • The largest State Street SPDR MSCI ACWI ex-US ETF buyer in Q4 2024 was Bank of America, an estimated $76.5M added.
  • The largest State Street SPDR MSCI ACWI ex-US ETF seller in Q4 2024 was Jane Street, an estimated $28.7M sold.

Based on aggregated 13F filings for Q4 2024.