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State Street SPDR S&P Emerging Markets Small Cap ETF

125 hedge funds and large institutions have $355M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 38

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

2% less funds holding

Funds holding: 127125 (-2)

1.77% less ownership

Funds ownership: 64.3%62.53% (-1.8%)

16% less capital invested

Capital invested by funds: $425M → $355M (-$70M)

Holders
125
Holders Change
-2
Holders Change %
-1.57%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
44
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$1.84M +$683K +12,983 +52%
FSG
27
Financial Strategies Group
Michigan
$1.55M +$70.5K +1,341 +4%
CP
28
Camelot Portfolios
Ohio
$1.37M -$137K -2,597 -8%
TYCC
29
Texas Yale Capital Corp
Florida
$1.37M -$61.8K -1,176 -4%
CIBC World Market
30
CIBC World Market
Ontario, Canada
$1.2M +$8.68K +165 +0.7%
AA
31
Alesco Advisors
New York
$1.19M -$1.63K -31 -0.1%
CCA
32
Checchi Capital Advisers
California
$1.18M +$68.5K +1,303 +6%
Citadel Advisors
33
Citadel Advisors
Florida
$1.05M +$1.13M +21,580 New
AWM
34
AE Wealth Management
Kansas
$1.04M -$39.9K -759 -3%
WCFA
35
Walkner Condon Financial Advisors
Wisconsin
$975K -$1.63K -31 -0.2%
KSWA
36
Kathleen S. Wright Associates
Pennsylvania
$951K +$92.2K +1,754 +10%
AC
37
Apella Capital
Connecticut
$945K -$87.2K -1,658 -8%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$889K +$46.8K +891 +5%
ASN
39
Advisory Services Network
Georgia
$845K -$73.6K -1,400 -7%
MWM
40
Marion Wealth Management
Pennsylvania
$844K -$134K -2,544 -13%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$823K -$663K -12,607 -43%
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$719K +$95.4K +1,814 +14%
JP Morgan Chase
43
JP Morgan Chase
New York
$717K +$736K +14,003 +1,892%
MCA
44
Maryland Capital Advisors
Maryland
$693K +$66.9K +1,272 +10%
FAIM
45
Financial Advocates Investment Management
Washington
$659K -$301K -5,728 -30%
RIA
46
Regal Investment Advisors
Michigan
$573K +$18.8K +358 +3%
SMC
47
Smith, Moore & Co
Missouri
$533K +$4.42K +84 +0.8%
OFG
48
Omega Financial Group
California
$516K +$27.5K +523 +5%
IFA
49
Index Fund Advisors
California
$477K +$8.41K +160 +2%
KBFS
50
Kohmann Bosshard Financial Services
Ohio
$446K -$3.49M -66,419 -88%

EWX Hedge Fund Activity: Q2 2022 in Review

125 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q2 2022, worth a combined $355M — down 16% from $425M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of EWX and 12 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 44 added.

The largest buyer was New York Life Investment Management, opening a new position worth an estimated $24.7M. The largest seller was Creative Planning, cutting an estimated $14.6M.

  • 125 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q2 2022, down from 127 in Q1 2022.
  • Funds reported $355M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q2 2022, down 16% quarter-over-quarter.
  • 12 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q2 2022 and 13 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q2 2022 was New York Life Investment Management, an estimated $24.7M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q2 2022 was Creative Planning, an estimated $14.6M sold.

Based on aggregated 13F filings for Q2 2022.