We are live on ! Find out more
EWX icon

State Street SPDR S&P Emerging Markets Small Cap ETF

122 hedge funds and large institutions have $353M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.26% more ownership

Funds ownership: 62.53%65.79% (+3.3%)

0% less capital invested

Capital invested by funds: $355M → $353M (-$1.42M)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

2% less funds holding

Funds holding: 125122 (-3)

13% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 38

Holders
122
Holders Change
-3
Holders Change %
-2.4%
% of All Funds
2.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
33
Reduced
38
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFCP
26
Twin Focus Capital Partners
Massachusetts
$1.64M -$196K -4,000 -10%
FSG
27
Financial Strategies Group
Michigan
$1.44M -$19.5K -399 -1%
JWM
28
JFG Wealth Management
Colorado
$1.37M +$1.47M +30,076 New
TYCC
29
Texas Yale Capital Corp
Florida
$1.28M
CIBC World Market
30
CIBC World Market
Ontario, Canada
$1.17M +$41.1K +840 +3%
CP
31
Camelot Portfolios
Ohio
$1.16M -$131K -2,687 -10%
UBS Group
32
UBS Group
Switzerland
$1.14M -$1.05M -21,515 -46%
RFWA
33
RPg Family Wealth Advisory
Massachusetts
$1.08M -$950K -19,429 -47%
AA
34
Alesco Advisors
New York
$1.04M -$80.3K -1,642 -7%
KSWA
35
Kathleen S. Wright Associates
Pennsylvania
$1M +$118K +2,423 +12%
AC
36
Apella Capital
Connecticut
$990K +$113K +2,316 +12%
WCFA
37
Walkner Condon Financial Advisors
Wisconsin
$952K +$41.9K +858 +4%
BRWA
38
B. Riley Wealth Advisors
Florida
$898K +$963K +19,689 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$896K +$68.4K +1,399 +8%
MWM
40
Marion Wealth Management
Pennsylvania
$856K +$71K +1,453 +8%
ASN
41
Advisory Services Network
Georgia
$838K +$49.9K +1,020 +6%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$791K +$21.7K +444 +3%
JP Morgan Chase
43
JP Morgan Chase
New York
$756K +$90.1K +1,842 +12%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$756K +$811K +16,598 New
MCA
45
Maryland Capital Advisors
Maryland
$751K +$109K +2,227 +16%
FAIM
46
Financial Advocates Investment Management
Washington
$711K +$117K +2,384 +18%
Osaic Holdings
47
Osaic Holdings
Arizona
$682K +$336K +6,863 +85%
AWM
48
AE Wealth Management
Kansas
$650K -$348K -7,123 -33%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$614K -$63.2K -1,292 -9%
SMC
50
Smith, Moore & Co
Missouri
$571K +$77.4K +1,584 +14%

EWX Hedge Fund Activity: Q3 2022 in Review

122 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q3 2022, worth a combined $353M — down 0.4% from $355M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of EWX and 13 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 33 added.

The largest buyer was Creative Planning, adding an estimated $10.7M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.91M sold.

  • 122 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q3 2022, down from 125 in Q2 2022.
  • Funds reported $353M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q3 2022, down 0.4% quarter-over-quarter.
  • 13 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q3 2022 and 14 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q3 2022 was Creative Planning, an estimated $10.7M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q3 2022 was Susquehanna International Group, an estimated $2.91M sold.

Based on aggregated 13F filings for Q3 2022.