We are live on ! Find out more
DWX icon

State Street SPDR S&P International Dividend ETF

150 hedge funds and large institutions have $325M invested in State Street SPDR S&P International Dividend ETF in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

10% more capital invested

Capital invested by funds: $295M → $325M (+$29.6M)

3% more funds holding

Funds holding: 145150 (+5)

0.33% less ownership

Funds ownership: 39.33%39% (-0.33%)

31% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 52

Holders
150
Holders Change
+5
Holders Change %
+3.45%
% of All Funds
3.25%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
24
Increased
36
Reduced
52
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$128K
GEA
102
Glen Eagle Advisors
New Jersey
$107K -$7.29K -196 -7%
BBPWM
103
Blue Bell Private Wealth Management
Pennsylvania
$102K -$744 -20 -0.7%
CFGS
104
Concourse Financial Group Securities
Alabama
$97K
CTC
105
Central Trust Company
Missouri
$95K -$9.3K -250 -9%
GWM
106
Geneos Wealth Management
Colorado
$87K +$52.2K +1,405 +159%
HR
107
Howe & Rusling
New York
$82K
CA
108
Crewe Advisors
Utah
$77K
CCM
109
Cribstone Capital Management
Maine
$76K
IWA
110
Intercontinental Wealth Advisors
Texas
$72K
PMFA
111
Plante Moran Financial Advisors
Michigan
$72K +$70.4K +1,893 New
WCM
112
Whitener Capital Management
North Carolina
$63K
ADL
113
Asset Dedication LLC
California
$61K -$42.5K -1,142 -42%
SBL
114
Sargent Bickham Lagudis
Colorado
$58K +$56.4K +1,518 New
1IA
115
1834 Investment Advisors
Wisconsin
$57K
FPS
116
Fieldpoint Private Securities
Connecticut
$54K
Fidelity Investments
117
Fidelity Investments
Massachusetts
$50K +$48.7K +1,309 +130,900%
FIB
118
First Interstate Bank
Montana
$45K
WAP
119
Wealthcare Advisory Partners
Pennsylvania
$44K
WEC
120
Winslow Evans & Crocker
Massachusetts
$38K
APA
121
American Portfolios Advisors
New York
$34.8K +$13.5K +362 +66%
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$31K
FRA
123
Front Row Advisors
California
$31K
HNB
124
Huntington National Bank
Ohio
$30K
PFSC
125
Peoples Financial Services Corp
Pennsylvania
$30K

DWX Hedge Fund Activity: Q1 2019 in Review

150 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P International Dividend ETF (DWX) for Q1 2019, worth a combined $325M — up 10% from $295M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DWX positions and 16 closed out — a net gain of 8 holders — while 36 added to existing stakes and 52 trimmed.

The largest buyer was Merriman Wealth Management, opening a new position worth an estimated $12.8M. The largest seller was Bank of America, cutting an estimated $7.37M.

  • 150 institutional investors held State Street SPDR S&P International Dividend ETF (DWX) as of Q1 2019, up from 145 in Q4 2018.
  • Funds reported $325M of State Street SPDR S&P International Dividend ETF stock for Q1 2019, up 10% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P International Dividend ETF positions in Q1 2019 and 16 closed out, a net change of +8 holders.
  • The largest State Street SPDR S&P International Dividend ETF buyer in Q1 2019 was Merriman Wealth Management, an estimated $12.8M added.
  • The largest State Street SPDR S&P International Dividend ETF seller in Q1 2019 was Bank of America, an estimated $7.37M sold.

Based on aggregated 13F filings for Q1 2019.