CWI icon

SPDR MSCI ACWI ex-US ETF
CWI

Overview Fund Activity

223 hedge funds and large institutions have $1.21B invested in 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.

Holders
223
Holders Change
+15
Holders Change %
+7.21%
% of All Funds
2.97%
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
+$1.52M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$260M
2
LPL Financial
2
LPL Financial
California
$38.6M
3
APP
3
Avantax Planning Partners
Iowa
$53.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.5M
5
FF
5
Friday Financial
Iowa
$6.23M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.72M
2
FFN
2
Focus Financial Network
Minnesota
$2.73M
3
M1FG
3
Mach-1 Financial Group
Arkansas
$494K
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$18.8M
5
Wells Fargo
5
Wells Fargo
California
$7.71M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$260M 9,297,276 +2,618,048 +39%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$105M 3,743,196 +126,689 +4%
APP
3
Avantax Planning Partners
Iowa
$53.7M 1,922,233 +302,339 +19%
HighTower Advisors
4
HighTower Advisors
Illinois
$50.5M 1,805,964 +45,663 +3%
GI
5
GLOBALT Investments
Georgia
$41.8M 1,497,347 -27,907 -2%
LPL Financial
6
LPL Financial
California
$38.6M 1,382,416 +302,967 +28%
CCWA
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$33.9M 1,214,136 +8,277 +0.7%
HCM
8
Hengehold Capital Management
Ohio
$32.1M 1,148,707 -38,723 -3%
P
9
Pitcairn
Pennsylvania
$31.1M 1,111,899 -58,777 -5%
FMWA
10
Forvis Mazars Wealth Advisors
Missouri
$21.6M 773,963 -17,214 -2%
CI
11
Clal Insurance
Israel
$21.5M 770,624 +149,418 +24%
LPAM
12
Lodestar Private Asset Management
California
$20.7M 740,628 +29,598 +4%
Truist Financial
13
Truist Financial
North Carolina
$19.4M 695,445 -8,728 -1%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$18.8M 673,315 -117,429 -15%
Morgan Stanley
15
Morgan Stanley
New York
$18.5M 662,219 +24,835 +4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$16.5M 590,285 +224,242 +61%
EB
17
Eastern Bank
Massachusetts
$15.8M 563,802 +465 +0.1%
SFA
18
Sequoia Financial Advisors
Ohio
$15.2M 543,197 -11,732 -2%
CCA
19
Cobblestone Capital Advisors
New York
$14.3M 511,649 -2,010 -0.4%
SEIA
20
Signature Estate & Investment Advisors
California
$13.9M 496,166 -48,378 -9%
FPAS
21
Focus Partners Advisor Solutions
Missouri
$11.5M 410,028 +188,264 +85%
WSFS
22
Wilmington Savings Fund Society
Delaware
$11.4M 409,770 – –
Baird Financial Group
23
Baird Financial Group
Wisconsin
$11.3M 403,705 +21,577 +6%
PAG
24
Private Advisor Group
New Jersey
$11M 392,279 +18,546 +5%
AIA
25
Arcadia Investment Advisors
Idaho
$10.7M 381,874 +2,901 +0.8%
1
2 3 4 5