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State Street SPDR S&P Emerging Markets Small Cap ETF
EWX

135 hedge funds and large institutions have $585M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 46 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

30% more capital invested

Capital invested by funds: $449M → $585M (+$137M)

7.63% more ownership

Funds ownership: 67.68% → 75.3% (+7.6%)

4% more funds holding

Funds holding: 130 → 135 (+5)

0% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 46

Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
2.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
46
Reduced
46
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NYLIM
New York Life Investment Management
New York
+$87.7M
2
Jane Street
Jane Street
New York
+$24.7M
3
Creative Planning
Creative Planning
Kansas
+$8.41M
4
AWM
Affinity Wealth Management
Delaware
+$3.88M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.04M

Top Sellers

1
PPW
Parcion Private Wealth
Washington
-$9.59M
2
RCA
Resonant Capital Advisors
Wisconsin
-$3.02M
3
LPL Financial
LPL Financial
California
-$1.88M
4
Wells Fargo
Wells Fargo
California
-$559K
5
OIA
OneDigital Investment Advisors
Kansas
-$486K
Name Holding Trade Value Shares
Change 		Change in
Stake
MC
26
Martin & Co
Tennessee
$2.31M -$107K -2,082 -5%
EH
27
Equitable Holdings
New York
$2.25M +$15.4K +298 +0.7%
SC
28
Sepio Capital
Utah
$2.24M +$878K +17,027 +66%
CWM
29
Cabot Wealth Management
Massachusetts
$2.08M -$23K -446 -1%
CWM
30
CarsonAllaria Wealth Management
Illinois
$2M +$29.2K +566 +2%
FSG
31
Financial Strategies Group
Michigan
$1.83M +$54K +1,048 +3%
AC
32
Apella Capital
Connecticut
$1.82M +$1.78M +34,579 New
CIBC World Market
33
CIBC World Market
Ontario, Canada
$1.51M +$120K +2,328 +9%
HW
34
Hancock Whitney
Mississippi
$1.51M +$859K +16,663 +138%
TYCC
35
Texas Yale Capital Corp
Florida
$1.46M – – –
RA
36
Rockingstone Advisors
Massachusetts
$1.41M -$35.6K -690 -3%
PPW
37
Parcion Private Wealth
Washington
$1.41M -$9.59M -186,076 -87%
KSWA
38
Kathleen S. Wright Associates
Pennsylvania
$1.28M +$21.1K +409 +2%
MWM
39
Marion Wealth Management
Pennsylvania
$1.25M +$23.2K +450 +2%
WCFA
40
Walkner Condon Financial Advisors
Wisconsin
$1.14M -$18.3K -355 -2%
TFCP
41
Twin Focus Capital Partners
Massachusetts
$1.13M -$256K -4,957 -19%
Osaic Holdings
42
Osaic Holdings
Arizona
$1.11M -$294K -5,704 -21%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$1.06M +$179K +3,481 +21%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.06M +$1.04M +20,236 New
AA
45
Alesco Advisors
New York
$1M -$20K -388 -2%
MCA
46
Maryland Capital Advisors
Maryland
$984K +$18.1K +351 +2%
CP
47
Camelot Portfolios
Ohio
$922K -$75.5K -1,465 -8%
WAP
48
Wealthcare Advisory Partners
Pennsylvania
$918K +$41.5K +805 +5%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$898K -$307K -5,950 -26%
BRWA
50
B. Riley Wealth Advisors
Florida
$879K +$10.2K +198 +1%
1
2
3 4 5

EWX Hedge Fund Activity: Q2 2023 in Review

135 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q2 2023, worth a combined $585M — up 30% from $449M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EWX positions and 6 closed out — a net gain of 5 holders — while 46 added to existing stakes and 46 trimmed.

The largest buyer was New York Life Investment Management, adding an estimated $87.7M. The largest seller was Parcion Private Wealth, cutting an estimated $9.59M.

  • 135 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q2 2023, up from 130 in Q1 2023.
  • Funds reported $585M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q2 2023, up 30% quarter-over-quarter.
  • 11 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q2 2023 and 6 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q2 2023 was New York Life Investment Management, an estimated $87.7M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q2 2023 was Parcion Private Wealth, an estimated $9.59M sold.

Based on aggregated 13F filings for Q2 2023.