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State Street SPDR S&P Emerging Markets Small Cap ETF

104 hedge funds and large institutions have $240M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 22 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

109% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 22

16% more capital invested

Capital invested by funds: $207M → $240M (+$33.1M)

12% more funds holding

Funds holding: 93104 (+11)

4.03% more ownership

Funds ownership: 43.12%47.15% (+4%)

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: $624K

Holders
104
Holders Change
+11
Holders Change %
+11.83%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
46
Reduced
22
Closed
8
Calls
Puts
$624K
Net Calls
-$624K
Net Calls Change
+$50K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
51
Almanack Investment Partners
Pennsylvania
$621K +$604K +11,942 New
Renaissance Technologies
52
Renaissance Technologies
New York
$598K +$582K +11,500 New
RJFSA
53
Raymond James Financial Services Advisors
Florida
$572K +$46.9K +926 +9%
CCA
54
Checchi Capital Advisers
California
$531K -$45.1K -892 -8%
EWM
55
Empirical Wealth Management
Washington
$473K +$101 +2 +0%
Ameriprise
56
Ameriprise
Minnesota
$471K -$1.36M -26,907 -75%
KA
57
Klingman & Associates
New York
$461K
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$460K +$6.02K +119 +1%
FC
59
Financial Consulate
Maryland
$450K +$22.2K +439 +5%
WT
60
Whittier Trust
California
$448K -$39.7K -784 -8%
DI
61
Diligent Investors
California
$442K +$430K +8,504 New
FHA
62
First Horizon Advisors
Tennessee
$429K
BAS
63
Brown Advisory Securities
Maryland
$426K +$3.14K +62 +0.8%
WI
64
WrapManager Inc
California
$397K +$9.36K +185 +2%
LTFS
65
Ladenburg Thalmann Financial Services
Florida
$385K -$48.3K -954 -11%
AF
66
Allworth Financial
California
$370K -$10.5K -208 -3%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$362K -$34.4K -679 -9%
RIA
68
Regal Investment Advisors
Michigan
$356K -$3.79K -75 -1%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$341K +$273K +5,386 +459%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$326K +$20.8K +411 +7%
BFM
71
Boston Financial Management
Massachusetts
$324K +$315K +6,230 New
WTC
72
WhitTier Trust Company
Nevada
$297K
Mariner
73
Mariner
Kansas
$252K
WCM
74
Wealthcare Capital Management
Virginia
$245K +$3.44K +68 +1%
MWM
75
Mission Wealth Management
California
$244K

EWX Hedge Fund Activity: Q4 2017 in Review

104 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q4 2017, worth a combined $240M — up 16% from $207M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EWX positions and 8 closed out — a net gain of 11 holders — while 46 added to existing stakes and 22 trimmed.

The largest buyer was Bank of America, adding an estimated $8.99M. The largest seller was Aviva, cutting an estimated $2.13M.

  • 104 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q4 2017, up from 93 in Q3 2017.
  • Funds reported $240M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q4 2017, up 16% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q4 2017 and 8 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q4 2017 was Bank of America, an estimated $8.99M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q4 2017 was Aviva, an estimated $2.13M sold.

Based on aggregated 13F filings for Q4 2017.