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State Street SPDR S&P Emerging Markets Small Cap ETF

96 hedge funds and large institutions have $203M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 28

22% more capital invested

Capital invested by funds: $166M → $203M (+$36.8M)

0.67% more ownership

Funds ownership: 44.69%45.36% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

3% less funds holding

Funds holding: 9996 (-3)

Holders
96
Holders Change
-3
Holders Change %
-3.03%
% of All Funds
2.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
42
Reduced
28
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Axa
26
Axa
France
$1.69M -$191K -4,145 -10%
Creative Planning
27
Creative Planning
Kansas
$1.61M +$315K +6,830 +25%
TYCC
28
Texas Yale Capital Corp
Florida
$1.57M +$736K +15,943 +91%
KM
29
Kalos Management
Georgia
$1.31M -$7.25K -157 -0.6%
CCMG
30
Clark Capital Management Group
Pennsylvania
$1.26M +$1.24M +26,967 New
OIA
31
OneDigital Investment Advisors
Kansas
$1.04M +$1.03M +22,270 New
Ameriprise
32
Ameriprise
Minnesota
$997K +$983K +21,306 New
RW
33
Rand Wealth
Maryland
$959K -$508 -11 -0.1%
WMG
34
WESCAP Management Group
California
$952K +$30K +650 +3%
CIBC World Market
35
CIBC World Market
Ontario, Canada
$922K +$39.7K +860 +5%
CCA
36
Checchi Capital Advisers
California
$882K -$63.6K -1,378 -7%
PFA
37
Pure Financial Advisors
California
$874K +$61K +1,321 +8%
CP
38
Camelot Portfolios
Ohio
$775K +$15.1K +328 +2%
HW
39
Hancock Whitney
Mississippi
$705K -$14K -303 -2%
WPC
40
White Pine Capital
Minnesota
$674K
MPWT
41
MassMutual Private Wealth & Trust
Connecticut
$664K +$70.9K +1,537 +12%
ASN
42
Advisory Services Network
Georgia
$638K +$13.8K +300 +2%
TIM
43
Tortoise Investment Management
New York
$631K +$83.1K +1,800 +15%
Stifel Financial
44
Stifel Financial
Missouri
$624K +$29.2K +632 +5%
ADL
45
Asset Dedication LLC
California
$611K -$43.6K -944 -7%
FF
46
Friedenthal Financial
New Jersey
$596K +$589K +12,769 New
CA
47
Continuum Advisory
Idaho
$569K +$877 +19 +0.2%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$562K +$154K +3,329 +38%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$559K +$2.45K +53 +0.4%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$471K -$3.92K -85 -0.8%

EWX Hedge Fund Activity: Q2 2017 in Review

96 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q2 2017, worth a combined $203M — up 22% from $166M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of EWX and 13 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 42 added.

The largest buyer was IndexIQ Advisors, adding an estimated $26.3M. The largest seller was State Street, cutting an estimated $8.07M.

  • 96 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q2 2017, down from 99 in Q1 2017.
  • Funds reported $203M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q2 2017, up 22% quarter-over-quarter.
  • 13 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q2 2017 and 14 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q2 2017 was IndexIQ Advisors, an estimated $26.3M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q2 2017 was State Street, an estimated $8.07M sold.

Based on aggregated 13F filings for Q2 2017.