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State Street SPDR S&P Emerging Markets Small Cap ETF

170 hedge funds and large institutions have $528M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 61 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

6% more funds holding

Funds holding: 161170 (+9)

5% more capital invested

Capital invested by funds: $501M → $528M (+$27.3M)

0.32% less ownership

Funds ownership: 68.63%68.31% (-0.32%)

28% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 61

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $225K

Holders
170
Holders Change
+9
Holders Change %
+5.59%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
19
Increased
44
Reduced
61
Closed
8
Calls
Puts
$225K
Net Calls
-$225K
Net Calls Change
-$225K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.59M +$156K +2,683 +5%
CF
27
Cyr Financial
Illinois
$3.51M +$81.8K +1,405 +3%
CCA
28
Checchi Capital Advisers
California
$3.42M -$7.63K -131 -0.2%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$3.02M +$319K +5,481 +13%
SWP
30
Stratos Wealth Partners
Ohio
$2.83M -$6.23K -107 -0.2%
OMC
31
Old Mission Capital
Illinois
$2.77M +$2.59M +44,413 New
JWM
32
JFG Wealth Management
Colorado
$2.74M -$602K -10,341 -19%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.69M -$118K -2,026 -4%
SC
34
Sepio Capital
Utah
$2.66M
EH
35
Equitable Holdings
New York
$2.54M -$2.74K -47 -0.1%
MC
36
Martin & Co
Tennessee
$2.49M -$5.42K -93 -0.2%
MAC
37
Mason & Associates (California)
California
$2.44M -$1.11M -19,075 -33%
CWM
38
Cabot Wealth Management
Massachusetts
$2.31M +$52.2K +896 +2%
CWM
39
CarsonAllaria Wealth Management
Illinois
$2.23M -$127K -2,174 -6%
OIA
40
OneDigital Investment Advisors
Kansas
$2.23M -$38.7K -665 -2%
FSG
41
Financial Strategies Group
Michigan
$2.13M -$4.13K -71 -0.2%
TYCC
42
Texas Yale Capital Corp
Florida
$2.07M
MML Investors Services
43
MML Investors Services
Massachusetts
$1.99M +$368K +6,311 +25%
VIM
44
Vista Investment Management
Pennsylvania
$1.88M +$336K +5,768 +24%
KSWA
45
Kathleen S. Wright Associates
Pennsylvania
$1.73M +$44.8K +769 +3%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$1.71M +$162K +2,780 +11%
UBS Group
47
UBS Group
Switzerland
$1.69M +$148K +2,535 +10%
CFP
48
Cascade Financial Partners
California
$1.65M
JP Morgan Chase
49
JP Morgan Chase
New York
$1.6M -$37.3K -640 -2%
Osaic Holdings
50
Osaic Holdings
Arizona
$1.56M +$121K +2,070 +9%

EWX Hedge Fund Activity: Q3 2024 in Review

170 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q3 2024, worth a combined $528M — up 5.5% from $501M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EWX positions and 8 closed out — a net gain of 11 holders — while 44 added to existing stakes and 61 trimmed.

The largest buyer was Merit Financial Group, adding an estimated $2.9M. The largest seller was Creative Planning, cutting an estimated $17.1M.

  • 170 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q3 2024, up from 161 in Q2 2024.
  • Funds reported $528M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q3 2024, up 5.5% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q3 2024 and 8 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q3 2024 was Merit Financial Group, an estimated $2.9M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q3 2024 was Creative Planning, an estimated $17.1M sold.

Based on aggregated 13F filings for Q3 2024.