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State Street SPDR S&P Emerging Markets Small Cap ETF

96 hedge funds and large institutions have $203M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 28

22% more capital invested

Capital invested by funds: $166M → $203M (+$36.8M)

0.67% more ownership

Funds ownership: 44.69%45.36% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

3% less funds holding

Funds holding: 9996 (-3)

Holders
96
Holders Change
-3
Holders Change %
-3.03%
% of All Funds
2.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
42
Reduced
28
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WT
51
Whittier Trust
California
$450K
EWM
52
Empirical Wealth Management
Washington
$433K -$67.9K -1,470 -14%
KA
53
Klingman & Associates
New York
$413K
BAS
54
Brown Advisory Securities
Maryland
$393K -$1.8K -39 -0.5%
FHA
55
First Horizon Advisors
Tennessee
$385K
WA
56
WFG Advisors
Texas
$378K +$48.4K +1,049 +15%
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$364K +$79.9K +1,731 +29%
AF
58
Allworth Financial
California
$356K -$33.6K -729 -9%
FC
59
Financial Consulate
Maryland
$352K +$20.6K +446 +6%
WI
60
WrapManager Inc
California
$351K -$13.4K -291 -4%
RIA
61
Regal Investment Advisors
Michigan
$349K -$1.66K -36 -0.5%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$340K +$337K +7,294 New
EFS
63
Essex Financial Services
Connecticut
$310K +$307K +6,650 New
AG
64
Advisor Group
Arizona
$296K +$204K +4,420 +231%
WCM
65
Wealthcare Capital Management
Virginia
$280K +$1.71K +37 +0.6%
WTC
66
WhitTier Trust Company
Nevada
$267K -$42.7K -925 -14%
SEI Investments
67
SEI Investments
Pennsylvania
$225K +$145K +3,142 +188%
MWM
68
Mission Wealth Management
California
$219K
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$214K +$7.06K +153 +3%
SP
70
Symmetry Partners
Connecticut
$213K -$63.1K -1,368 -23%
Mariner
71
Mariner
Kansas
$212K -$8.12K -176 -4%
JP Morgan Chase
72
JP Morgan Chase
New York
$107K +$3.69K +80 +4%
AP
73
Advisors Preferred
Maryland
$85K -$59.2K -1,282 -41%
GWM
74
Geneos Wealth Management
Colorado
$78K +$27.3K +592 +54%
DSI
75
Daiwa SB Investments
Japan
$67K +$14.3K +310 +27%

EWX Hedge Fund Activity: Q2 2017 in Review

96 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q2 2017, worth a combined $203M — up 22% from $166M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of EWX and 13 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 42 added.

The largest buyer was IndexIQ Advisors, adding an estimated $26.3M. The largest seller was State Street, cutting an estimated $8.07M.

  • 96 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q2 2017, down from 99 in Q1 2017.
  • Funds reported $203M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q2 2017, up 22% quarter-over-quarter.
  • 13 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q2 2017 and 14 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q2 2017 was IndexIQ Advisors, an estimated $26.3M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q2 2017 was State Street, an estimated $8.07M sold.

Based on aggregated 13F filings for Q2 2017.