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State Street SPDR S&P Emerging Markets Small Cap ETF

127 hedge funds and large institutions have $425M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% more ownership

Funds ownership: 64.27%64.3% (+0.03%)

1% less capital invested

Capital invested by funds: $427M → $425M (-$2.34M)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

3% less funds holding

Funds holding: 131127 (-4)

38% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 45

90% less call options, than puts

Call options by funds: $238K | Put options by funds: $2.34M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
127
Holders Change
-4
Holders Change %
-3.05%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
28
Reduced
45
Closed
20
Calls
$238K
Puts
$2.34M
Net Calls
-$2.1M
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Cabot Wealth Management
Massachusetts
$2.05M +$81.1K +1,423 +4%
CP
27
Camelot Portfolios
Ohio
$1.74M -$211K -3,708 -11%
FSG
28
Financial Strategies Group
Michigan
$1.73M +$170K +2,982 +11%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.67M +$57.9K +1,016 +4%
TYCC
30
Texas Yale Capital Corp
Florida
$1.66M -$23.4K -410 -1%
Mariner
31
Mariner
Kansas
$1.41M +$352K +6,174 +33%
AA
32
Alesco Advisors
New York
$1.39M -$12.6K -222 -0.9%
CIBC World Market
33
CIBC World Market
Ontario, Canada
$1.39M -$7.41K -130 -0.5%
CCA
34
Checchi Capital Advisers
California
$1.28M -$48.8K -857 -4%
AWM
35
AE Wealth Management
Kansas
$1.25M -$166K -2,913 -12%
AC
36
Apella Capital
Connecticut
$1.2M -$969 -17 -0.1%
WCFA
37
Walkner Condon Financial Advisors
Wisconsin
$1.14M +$1.14M +20,078 New
MWM
38
Marion Wealth Management
Pennsylvania
$1.13M +$19.7K +345 +2%
FAIM
39
Financial Advocates Investment Management
Washington
$1.09M +$199K +3,496 +22%
ASN
40
Advisory Services Network
Georgia
$1.06M
KSWA
41
Kathleen S. Wright Associates
Pennsylvania
$1.01M +$298K +5,236 +42%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$985K +$63.4K +1,113 +7%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$789K +$472K +8,280 +147%
FF
44
Financial Futures
New Jersey
$771K +$775K +13,610 New
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$735K -$3.42K -60 -0.5%
MCA
46
Maryland Capital Advisors
Maryland
$735K +$32.9K +577 +5%
RIA
47
Regal Investment Advisors
Michigan
$647K +$20.4K +358 +3%
SMC
48
Smith, Moore & Co
Missouri
$616K
BRWM
49
B. Riley Wealth Management
Tennessee
$592K -$336K -5,889 -36%
OFG
50
Omega Financial Group
California
$571K -$81.7K -1,434 -12%

EWX Hedge Fund Activity: Q1 2022 in Review

127 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q1 2022, worth a combined $425M — down 0.55% from $427M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of EWX and 19 opened new positions — a net loss of 1 holder — while 45 trimmed existing stakes and 28 added.

The largest buyer was IndexIQ Advisors, adding an estimated $18.5M. The largest seller was Creative Planning, cutting an estimated $10.1M.

  • 127 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q1 2022, down from 131 in Q4 2021.
  • Funds reported $425M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q1 2022, down 0.55% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q1 2022 and 20 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q1 2022 was IndexIQ Advisors, an estimated $18.5M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q1 2022 was Creative Planning, an estimated $10.1M sold.

Based on aggregated 13F filings for Q1 2022.