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State Street SPDR S&P Emerging Markets Small Cap ETF

130 hedge funds and large institutions have $449M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $450M → $449M (-$1.21M)

7% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 43

1.95% less ownership

Funds ownership: 69.63%67.68% (-2%)

5% less funds holding

Funds holding: 137130 (-7)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

Holders
130
Holders Change
-7
Holders Change %
-5.11%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
40
Reduced
43
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MC
26
Martin & Co
Tennessee
$2.33M -$59.7K -1,175 -2%
EH
27
Equitable Holdings
New York
$2.16M -$206K -4,053 -9%
FAIM
28
Financial Advocates Investment Management
Washington
$2.1M +$42.3K +832 +2%
CWM
29
Cabot Wealth Management
Massachusetts
$2.03M +$32.8K +646 +2%
CWM
30
CarsonAllaria Wealth Management
Illinois
$1.9M -$131K -2,580 -6%
FSG
31
Financial Strategies Group
Michigan
$1.71M +$76.7K +1,508 +5%
RFWA
32
RPg Family Wealth Advisory
Massachusetts
$1.54M +$459K +9,030 +42%
TYCC
33
Texas Yale Capital Corp
Florida
$1.4M -$20.3K -400 -1%
RA
34
Rockingstone Advisors
Massachusetts
$1.39M +$150K +2,953 +12%
Osaic Holdings
35
Osaic Holdings
Arizona
$1.36M +$74.6K +1,467 +6%
TFCP
36
Twin Focus Capital Partners
Massachusetts
$1.35M -$76.3K -1,500 -5%
CIBC World Market
37
CIBC World Market
Ontario, Canada
$1.34M +$48.3K +950 +4%
SC
38
Sepio Capital
Utah
$1.3M -$2.62M -51,468 -67%
KSWA
39
Kathleen S. Wright Associates
Pennsylvania
$1.22M +$7.93K +156 +0.7%
MWM
40
Marion Wealth Management
Pennsylvania
$1.18M +$64.8K +1,274 +6%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$1.17M +$109K +2,138 +10%
WCFA
42
Walkner Condon Financial Advisors
Wisconsin
$1.12M +$43.4K +854 +4%
AA
43
Alesco Advisors
New York
$987K -$11.2K -220 -1%
CCWM
44
Cassaday & Co Wealth Management
Virginia
$970K -$1.42M -27,938 -59%
CP
45
Camelot Portfolios
Ohio
$963K -$98.2K -1,932 -9%
MCA
46
Maryland Capital Advisors
Maryland
$932K +$26.9K +530 +3%
ASN
47
Advisory Services Network
Georgia
$897K -$40.7K -800 -4%
SMC
48
Smith, Moore & Co
Missouri
$853K -$2.24K -44 -0.3%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$850K +$18.9K +371 +2%
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$845K +$163K +3,211 +24%

EWX Hedge Fund Activity: Q1 2023 in Review

130 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q1 2023, worth a combined $449M — down 0.27% from $450M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of EWX and 13 opened new positions — a net loss of 2 holders — while 43 trimmed existing stakes and 40 added.

The largest buyer was Affinity Wealth Management, opening a new position worth an estimated $12M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $20.7M sold.

  • 130 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q1 2023, down from 137 in Q4 2022.
  • Funds reported $449M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q1 2023, down 0.27% quarter-over-quarter.
  • 13 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q1 2023 and 15 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q1 2023 was Affinity Wealth Management, an estimated $12M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q1 2023 was Susquehanna International Group, an estimated $20.7M sold.

Based on aggregated 13F filings for Q1 2023.