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State Street SPDR S&P Emerging Markets Small Cap ETF

99 hedge funds and large institutions have $166M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

5% more funds holding

Funds holding: 9499 (+5)

4% more capital invested

Capital invested by funds: $160M → $166M (+$6.32M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.61% less ownership

Funds ownership: 47.29%44.69% (-2.6%)

31% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 39

Holders
99
Holders Change
+5
Holders Change %
+5.32%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
27
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$1.63M -$946K -21,788 -38%
FAAS
27
First Allied Advisory Services
California
$1.62M +$24.6K +566 +2%
SG Americas Securities
28
SG Americas Securities
New York
$1.53M +$630K +14,511 +75%
LPL Financial
29
LPL Financial
California
$1.49M +$27.9K +642 +2%
IA
30
IndexIQ Advisors
New York
$1.34M -$10.4M -239,797 -89%
KM
31
Kalos Management
Georgia
$1.28M -$33.4K -770 -3%
Creative Planning
32
Creative Planning
Kansas
$1.25M +$47.4K +1,091 +4%
RW
33
Rand Wealth
Maryland
$933K -$209K -4,822 -19%
CCA
34
Checchi Capital Advisers
California
$921K +$287K +6,609 +48%
WMG
35
WESCAP Management Group
California
$896K -$87.4K -2,013 -9%
CIBC World Market
36
CIBC World Market
Ontario, Canada
$858K -$27.8K -640 -3%
TYCC
37
Texas Yale Capital Corp
Florida
$799K +$292K +6,730 +62%
PFA
38
Pure Financial Advisors
California
$790K +$111K +2,547 +17%
OMC
39
Old Mission Capital
Illinois
$749K -$894K -20,585 -55%
CP
40
Camelot Portfolios
Ohio
$739K -$6.51K -150 -0.9%
HW
41
Hancock Whitney
Mississippi
$700K +$670K +15,417 New
WPC
42
White Pine Capital
Minnesota
$655K +$21.7K +500 +4%
ADL
43
Asset Dedication LLC
California
$642K -$205K -4,717 -25%
ASN
44
Advisory Services Network
Georgia
$607K +$581K +13,370 New
Stifel Financial
45
Stifel Financial
Missouri
$581K -$126K -2,899 -19%
MPWT
46
MassMutual Private Wealth & Trust
Connecticut
$576K -$73.4K -1,690 -12%
CA
47
Continuum Advisory
Idaho
$552K +$529K +12,174 New
Bank of New York Mellon
48
Bank of New York Mellon
New York
$541K -$48.9K -1,125 -9%
TIM
49
Tortoise Investment Management
New York
$532K +$43.4K +1,000 +9%
EWM
50
Empirical Wealth Management
Washington
$487K -$347 -8 -0.1%

EWX Hedge Fund Activity: Q1 2017 in Review

99 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q1 2017, worth a combined $166M — up 4% from $160M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EWX positions and 10 closed out — a net gain of 7 holders — while 27 added to existing stakes and 39 trimmed.

The largest buyer was Mariner Independent Advisor Network, opening a new position worth an estimated $4.69M. The largest seller was IndexIQ Advisors, cutting an estimated $10.4M.

  • 99 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q1 2017, up from 94 in Q4 2016.
  • Funds reported $166M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q1 2017, up 4% quarter-over-quarter.
  • 17 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q1 2017 and 10 closed out, a net change of +7 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q1 2017 was Mariner Independent Advisor Network, an estimated $4.69M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q1 2017 was IndexIQ Advisors, an estimated $10.4M sold.

Based on aggregated 13F filings for Q1 2017.