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State Street SPDR S&P Emerging Markets Small Cap ETF

129 hedge funds and large institutions have $245M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

11% more capital invested

Capital invested by funds: $220M → $245M (+$24.7M)

9% more funds holding

Funds holding: 118129 (+11)

7.31% more ownership

Funds ownership: 46.78%54.09% (+7.3%)

5% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 41

Holders
129
Holders Change
+11
Holders Change %
+9.32%
% of All Funds
2.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
39
Reduced
41
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GPWA
26
Great Point Wealth Advisors
Massachusetts
$2.36M +$2.43M +57,514 New
KBFS
27
Kohmann Bosshard Financial Services
Ohio
$2.28M -$523K -12,399 -18%
VAIA
28
Virtus Alternative Investment Advisers
Connecticut
$2.09M -$263K -6,230 -11%
TFCP
29
Twin Focus Capital Partners
Massachusetts
$2.01M
MC
30
Martin & Co
Tennessee
$1.98M -$19.4K -460 -0.9%
BP
31
Ballentine Partners
Massachusetts
$1.8M -$1.05M -24,903 -36%
Axa
32
Axa
France
$1.49M +$156K +3,700 +11%
WA
33
WP Advisors
California
$1.37M -$58.7K -1,391 -4%
TYCC
34
Texas Yale Capital Corp
Florida
$1.31M +$88.3K +2,094 +7%
CIBC World Market
35
CIBC World Market
Ontario, Canada
$1.31M +$12.2K +290 +0.9%
PFA
36
Pure Financial Advisors
California
$1.29M +$320K +7,592 +32%
Jane Street
37
Jane Street
New York
$1.16M -$2.48M -58,745 -67%
ADL
38
Asset Dedication LLC
California
$1.16M +$131K +3,095 +12%
Kovitz Investment Group Partners
39
Kovitz Investment Group Partners
Illinois
$1.15M +$1.19M +28,147 New
SFG
40
Sage Financial Group
Pennsylvania
$1.14M +$1.17M +27,766 New
KM
41
Kalos Management
Georgia
$1.12M +$169K +4,005 +17%
OFG
42
Omega Financial Group
California
$1.04M +$1.08M +25,516 New
CCMG
43
Clark Capital Management Group
Pennsylvania
$1.02M +$560K +13,269 +113%
OWA
44
Outlook Wealth Advisors
Texas
$978K +$101K +2,387 New
WMG
45
WESCAP Management Group
California
$920K -$409K -9,689 -30%
FAAS
46
First Allied Advisory Services
California
$871K -$8.48K -201 -0.9%
RPG
47
Risk Paradigm Group
Texas
$863K -$125K -2,971 -12%
EWM
48
Empirical Wealth Management
Washington
$854K -$195K -4,619 -18%
CA
49
Continuum Advisory
Idaho
$832K -$154K -3,654 -15%
Ameriprise
50
Ameriprise
Minnesota
$832K +$214K +5,079 +33%

EWX Hedge Fund Activity: Q4 2018 in Review

129 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q4 2018, worth a combined $245M — up 11% from $220M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new EWX positions and 18 closed out — a net gain of 12 holders — while 39 added to existing stakes and 41 trimmed.

The largest buyer was IndexIQ Advisors, adding an estimated $21.2M. The largest seller was Bank of America, cutting an estimated $4.3M.

  • 129 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q4 2018, up from 118 in Q3 2018.
  • Funds reported $245M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q4 2018, up 11% quarter-over-quarter.
  • 30 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q4 2018 and 18 closed out, a net change of +12 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q4 2018 was IndexIQ Advisors, an estimated $21.2M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q4 2018 was Bank of America, an estimated $4.3M sold.

Based on aggregated 13F filings for Q4 2018.