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State Street SPDR S&P Emerging Markets Small Cap ETF

99 hedge funds and large institutions have $166M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

5% more funds holding

Funds holding: 9499 (+5)

4% more capital invested

Capital invested by funds: $160M → $166M (+$6.32M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.61% less ownership

Funds ownership: 47.29%44.69% (-2.6%)

31% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 39

Holders
99
Holders Change
+5
Holders Change %
+5.32%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
27
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
51
Raymond James Financial Services Advisors
Florida
$462K -$12.4K -285 -3%
FIG
52
FundX Investment Group
California
$454K -$6.01M -138,440 -93%
WT
53
Whittier Trust
California
$438K
Verition Fund Management
54
Verition Fund Management
Connecticut
$412K +$50.1K +1,154 +15%
KA
55
Klingman & Associates
New York
$402K
LTFS
56
Ladenburg Thalmann Financial Services
Florida
$395K -$11.3K -261 -3%
BAS
57
Brown Advisory Securities
Maryland
$385K -$17.8K -410 -5%
AF
58
Allworth Financial
California
$380K -$57.3K -1,320 -14%
FHA
59
First Horizon Advisors
Tennessee
$375K +$161K +3,700 +81%
WI
60
WrapManager Inc
California
$354K +$49.3K +1,134 +17%
RIA
61
Regal Investment Advisors
Michigan
$341K -$2.04K -47 -0.6%
FC
62
Financial Consulate
Maryland
$322K +$52.3K +1,205 +20%
WA
63
WFG Advisors
Texas
$320K +$90.5K +2,084 +42%
CIM
64
Cambria Investment Management
California
$307K +$294K +6,771 New
WTC
65
WhitTier Trust Company
Nevada
$302K
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$275K +$37K +853 +16%
WCM
67
Wealthcare Capital Management
Virginia
$271K +$10.2K +234 +4%
SP
68
Symmetry Partners
Connecticut
$269K -$257K -5,916 -50%
RJA
69
Raymond James & Associates
Florida
$214K -$120K -2,772 -37%
Mariner
70
Mariner
Kansas
$214K +$205K +4,709 New
MWM
71
Mission Wealth Management
California
$213K +$204K +4,700 New
SFA
72
Sequoia Financial Advisors
Ohio
$210K +$201K +4,635 New
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$201K +$192K +4,422 New
JP Morgan Chase
74
JP Morgan Chase
New York
$101K
AG
75
Advisor Group
Arizona
$87K -$246K -5,668 -75%

EWX Hedge Fund Activity: Q1 2017 in Review

99 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q1 2017, worth a combined $166M — up 4% from $160M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EWX positions and 10 closed out — a net gain of 7 holders — while 27 added to existing stakes and 39 trimmed.

The largest buyer was Mariner Independent Advisor Network, opening a new position worth an estimated $4.69M. The largest seller was IndexIQ Advisors, cutting an estimated $10.4M.

  • 99 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q1 2017, up from 94 in Q4 2016.
  • Funds reported $166M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q1 2017, up 4% quarter-over-quarter.
  • 17 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q1 2017 and 10 closed out, a net change of +7 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q1 2017 was Mariner Independent Advisor Network, an estimated $4.69M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q1 2017 was IndexIQ Advisors, an estimated $10.4M sold.

Based on aggregated 13F filings for Q1 2017.