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State Street SPDR S&P Emerging Markets Small Cap ETF

131 hedge funds and large institutions have $427M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 51 increasing their positions, 21 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 21

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

13% more funds holding

Funds holding: 116131 (+15)

5% more capital invested

Capital invested by funds: $406M → $427M (+$20.7M)

1.32% more ownership

Funds ownership: 62.95%64.27% (+1.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.24M

Holders
131
Holders Change
+15
Holders Change %
+12.93%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
51
Reduced
21
Closed
16
Calls
Puts
$3.24M
Net Calls
-$3.24M
Net Calls Change
-$810K
Name Holding Trade Value Shares
Change
Change in
Stake
IC
26
Innealta Capital
Texas
$2.16M
CWM
27
Cabot Wealth Management
Massachusetts
$2.06M +$410K +6,911 +25%
CP
28
Camelot Portfolios
Ohio
$2.04M +$267K +4,503 +15%
TYCC
29
Texas Yale Capital Corp
Florida
$1.76M +$18.5K +312 +1%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.69M +$1.17M +19,770 +226%
FSG
31
Financial Strategies Group
Michigan
$1.64M +$41.4K +697 +3%
AWM
32
AE Wealth Management
Kansas
$1.49M +$19.9K +336 +1%
AA
33
Alesco Advisors
New York
$1.47M -$69.6K -1,173 -5%
CIBC World Market
34
CIBC World Market
Ontario, Canada
$1.47M -$38.6K -650 -3%
CCA
35
Checchi Capital Advisers
California
$1.39M -$253K -4,260 -15%
AC
36
Apella Capital
Connecticut
$1.25M +$43.8K +738 +4%
MWM
37
Marion Wealth Management
Pennsylvania
$1.16M +$1.16M +19,544 New
ASN
38
Advisory Services Network
Georgia
$1.11M +$15.4K +260 +1%
Mariner
39
Mariner
Kansas
$1.11M +$74.5K +1,255 +7%
BRWM
40
B. Riley Wealth Management
Tennessee
$969K +$534 +9 +0.1%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$965K +$47.6K +802 +5%
KM
42
Kalos Management
Georgia
$944K +$52.4K +882 +6%
FAIM
43
Financial Advocates Investment Management
Washington
$936K +$187K +3,153 +25%
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$773K -$79.1K -1,332 -9%
KSWA
45
Kathleen S. Wright Associates
Pennsylvania
$745K +$745K +12,554 New
MCA
46
Maryland Capital Advisors
Maryland
$735K +$736K +12,399 New
OFG
47
Omega Financial Group
California
$683K -$170K -2,863 -20%
RIA
48
Regal Investment Advisors
Michigan
$656K +$43.1K +726 +7%
SMC
49
Smith, Moore & Co
Missouri
$645K
IFA
50
Index Fund Advisors
California
$591K +$592K +9,971 New

EWX Hedge Fund Activity: Q4 2021 in Review

131 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q4 2021, worth a combined $427M — up 5.1% from $406M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new EWX positions and 16 closed out — a net gain of 16 holders — while 51 added to existing stakes and 21 trimmed.

The largest buyer was Creative Planning, adding an estimated $13.8M. The largest seller was IndexIQ Advisors, cutting an estimated $14.4M.

  • 131 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q4 2021, up from 116 in Q3 2021.
  • Funds reported $427M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q4 2021, up 5.1% quarter-over-quarter.
  • 32 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q4 2021 and 16 closed out, a net change of +16 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q4 2021 was Creative Planning, an estimated $13.8M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q4 2021 was IndexIQ Advisors, an estimated $14.4M sold.

Based on aggregated 13F filings for Q4 2021.