We are live on ! Find out more
EWX icon

State Street SPDR S&P Emerging Markets Small Cap ETF

66 hedge funds and large institutions have $597M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.27% less ownership

Funds ownership: 78.45%77.18% (-1.3%)

1% less funds holding

Funds holding: 6766 (-1)

6% less capital invested

Capital invested by funds: $632M → $597M (-$35M)

Holders
66
Holders Change
-1
Holders Change %
-1.49%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
27
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$1.16M -$438K -9,764 -29%
MC
27
Martin & Co
Tennessee
$1.09M +$22.9K +510 +2%
FAAS
28
First Allied Advisory Services
California
$1.06M -$1.44M -32,132 -58%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$1.05M +$90.5K +2,017 +10%
CIA
30
Choate Investment Advisors
Massachusetts
$931K -$520K -11,597 -36%
LS
31
Lattice Strategies
Pennsylvania
$883K -$54.5K -1,215 -6%
COI
32
Connable Office Inc
Michigan
$850K +$325K +7,255 +64%
TFCP
33
Twin Focus Capital Partners
Massachusetts
$819K +$496K +11,060 +159%
MWM
34
Merriman Wealth Management
Washington
$744K +$733K +16,350 New
BAS
35
Brown Advisory Securities
Maryland
$737K +$63K +1,405 +9%
Mariner
36
Mariner
Kansas
$627K -$1.39M -30,916 -69%
WPC
37
White Pine Capital
Minnesota
$572K +$50.9K +1,135 +10%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$561K +$48.3K +1,077 +10%
Brown Advisory
39
Brown Advisory
Maryland
$465K
WT
40
Whittier Trust
California
$463K +$18.4K +410 +4%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$437K +$431K +9,613 New
Comerica Bank
42
Comerica Bank
Texas
$390K -$55.2K -1,231 -13%
BIT
43
BlackRock Institutional Trust
California
$360K +$355K +7,911 New
CP
44
Camelot Portfolios
Ohio
$343K +$5.07K +113 +2%
TIM
45
Tortoise Investment Management
New York
$337K -$20.2K -450 -6%
TSWM
46
Triangle Securities Wealth Management
North Carolina
$325K -$41K -915 -11%
EWM
47
Empirical Wealth Management
Washington
$316K +$1.12K +25 +0.4%
PI
48
Placemark Investments
Illinois
$310K +$21.9K +488 +8%
RC
49
Riversville Capital
Connecticut
$287K
FHA
50
First Horizon Advisors
Tennessee
$210K +$207K +4,614 New

EWX Hedge Fund Activity: Q3 2013 in Review

66 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q3 2013, worth a combined $597M — down 5.5% from $632M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EWX positions and 5 closed out — a net gain of 1 holder — while 27 added to existing stakes and 21 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $11.6M. The largest seller was California Public Employees Retirement System, cutting an estimated $48.8M.

  • 66 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q3 2013, down from 67 in Q2 2013.
  • Funds reported $597M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q3 2013, down 5.5% quarter-over-quarter.
  • 6 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q3 2013 and 5 closed out, a net change of +1 holder.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q3 2013 was Susquehanna International Group, an estimated $11.6M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q3 2013 was California Public Employees Retirement System, an estimated $48.8M sold.

Based on aggregated 13F filings for Q3 2013.