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State Street SPDR S&P Emerging Markets Small Cap ETF

163 hedge funds and large institutions have $633M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

38% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 48

7% more funds holding

Funds holding: 152163 (+11)

0.59% less ownership

Funds ownership: 75.61%75.02% (-0.59%)

1% less capital invested

Capital invested by funds: $640M → $633M (-$7.12M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
163
Holders Change
+11
Holders Change %
+7.24%
% of All Funds
2.35%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
66
Reduced
48
Closed
12
Calls
$17K
Puts
Net Calls
+$17K
Net Calls Change
-$68K
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
26
Tortoise Investment Management
New York
$3.46M +$65.1K +1,175 +2%
CCA
27
Checchi Capital Advisers
California
$3.25M +$135K +2,444 +4%
MAC
28
Mason & Associates (California)
California
$3.21M +$3.19M +57,483 New
SC
29
Sepio Capital
Utah
$2.41M -$88.7K -1,601 -4%
MC
30
Martin & Co
Tennessee
$2.32M -$42.9K -775 -2%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.31M +$2.88K +52 +0.1%
EH
32
Equitable Holdings
New York
$2.27M +$22.3K +402 +1%
CWM
33
Cabot Wealth Management
Massachusetts
$2.15M -$38.2K -690 -2%
CWM
34
CarsonAllaria Wealth Management
Illinois
$2.15M +$29.8K +538 +1%
OIA
35
OneDigital Investment Advisors
Kansas
$2.11M -$48K -866 -2%
SWP
36
Stratos Wealth Partners
Ohio
$2.09M -$3.05K -55 -0.1%
OMC
37
Old Mission Capital
Illinois
$2.08M +$2.06M +37,190 New
FSG
38
Financial Strategies Group
Michigan
$2.01M -$35.6K -642 -2%
MWM
39
Merriman Wealth Management
Washington
$1.97M -$23.3K -421 -1%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.93M +$1.92M +34,668 New
JFGLC
41
Johnson Financial Group LLC (Colorado)
Colorado
$1.89M +$379K +6,845 +25%
TYCC
42
Texas Yale Capital Corp
Florida
$1.85M +$36K +650 +2%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$1.79M +$198K +3,570 +13%
CIBC World Market
44
CIBC World Market
Ontario, Canada
$1.78M +$22.7K +410 +1%
CAM
45
Crestone Asset Management
Colorado
$1.75M
FAIM
46
Financial Advocates Investment Management
Washington
$1.68M -$432K -7,788 -20%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$1.52M +$513K +9,252 +52%
CFP
48
Cascade Financial Partners
California
$1.52M +$1.5M +27,045 New
KSWA
49
Kathleen S. Wright Associates
Pennsylvania
$1.48M -$23.5K -424 -2%
JP Morgan Chase
50
JP Morgan Chase
New York
$1.43M +$254K +4,585 +22%

EWX Hedge Fund Activity: Q1 2024 in Review

163 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q1 2024, worth a combined $633M — down 1.1% from $640M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EWX positions and 12 closed out — a net gain of 12 holders — while 66 added to existing stakes and 48 trimmed.

The largest buyer was Bank of America, adding an estimated $16.7M. The largest seller was Creative Planning, cutting an estimated $32.7M.

  • 163 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q1 2024, up from 152 in Q4 2023.
  • Funds reported $633M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q1 2024, down 1.1% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q1 2024 and 12 closed out, a net change of +12 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q1 2024 was Bank of America, an estimated $16.7M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q1 2024 was Creative Planning, an estimated $32.7M sold.

Based on aggregated 13F filings for Q1 2024.