We are live on ! Find out more
EWX icon

State Street SPDR S&P Emerging Markets Small Cap ETF

104 hedge funds and large institutions have $240M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

109% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 22

16% more capital invested

Capital invested by funds: $207M → $240M (+$33.1M)

12% more funds holding

Funds holding: 93104 (+11)

4.03% more ownership

Funds ownership: 43.12%47.15% (+4%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $624K

Holders
104
Holders Change
+11
Holders Change %
+11.83%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
46
Reduced
22
Closed
8
Calls
Puts
$624K
Net Calls
-$624K
Net Calls Change
+$50K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$2.3M +$436K +8,621 +24%
LPL Financial
27
LPL Financial
California
$2.29M +$153K +3,015 +7%
WA
28
WP Advisors
California
$2M +$52.7K +1,042 +3%
FAAS
29
First Allied Advisory Services
California
$1.92M -$18.5K -366 -1%
Axa
30
Axa
France
$1.7M
KM
31
Kalos Management
Georgia
$1.36M +$8.35K +165 +0.6%
FAIM
32
Financial Advocates Investment Management
Washington
$1.33M +$1.29M +25,508 New
CCMG
33
Clark Capital Management Group
Pennsylvania
$1.31M +$27.3K +540 +2%
WMG
34
WESCAP Management Group
California
$1.28M +$131K +2,580 +12%
BRF
35
B. Riley Financial
California
$1.04M +$271K +5,351 +37%
RW
36
Rand Wealth
Maryland
$1.02M +$10.9K +216 +1%
HW
37
Hancock Whitney
Mississippi
$944K +$60.4K +1,194 +7%
VIM
38
Vista Investment Management
Pennsylvania
$941K +$916K +18,096 New
CIBC World Market
39
CIBC World Market
Ontario, Canada
$897K +$41K +810 +5%
CP
40
Camelot Portfolios
Ohio
$888K -$7.84K -155 -0.9%
CA
41
Continuum Advisory
Idaho
$827K +$139K +2,749 +21%
RA
42
RFG Advisory
Alabama
$795K +$286K +5,657 +59%
ADL
43
Asset Dedication LLC
California
$767K +$26.9K +531 +4%
TIM
44
Tortoise Investment Management
New York
$747K +$45.3K +895 +7%
ASN
45
Advisory Services Network
Georgia
$743K +$31.1K +615 +4%
WPC
46
White Pine Capital
Minnesota
$727K +$3.04K +60 +0.4%
MIA
47
MainStreet Investment Advisors
Illinois
$681K +$662K +13,087 New
MPWT
48
MassMutual Private Wealth & Trust
Connecticut
$681K -$75.9K -1,500 -10%
FF
49
Friedenthal Financial
New Jersey
$641K -$9.56K -189 -2%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$637K +$14.1K +278 +2%

EWX Hedge Fund Activity: Q4 2017 in Review

104 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q4 2017, worth a combined $240M — up 16% from $207M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EWX positions and 8 closed out — a net gain of 11 holders — while 46 added to existing stakes and 22 trimmed.

The largest buyer was Bank of America, adding an estimated $8.99M. The largest seller was Aviva, cutting an estimated $2.13M.

  • 104 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q4 2017, up from 93 in Q3 2017.
  • Funds reported $240M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q4 2017, up 16% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q4 2017 and 8 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q4 2017 was Bank of America, an estimated $8.99M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q4 2017 was Aviva, an estimated $2.13M sold.

Based on aggregated 13F filings for Q4 2017.