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State Street SPDR S&P Emerging Markets Small Cap ETF

118 hedge funds and large institutions have $220M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 30

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

4% more funds holding

Funds holding: 113118 (+5)

0.11% less ownership

Funds ownership: 46.89%46.78% (-0.11%)

6% less capital invested

Capital invested by funds: $234M → $220M (-$13.7M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
118
Holders Change
+5
Holders Change %
+4.42%
% of All Funds
2.7%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
50
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WPC
51
White Pine Capital
Minnesota
$622K
CCA
52
Checchi Capital Advisers
California
$606K +$173K +3,718 +38%
DI
53
Diligent Investors
California
$570K +$50.7K +1,089 +9%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$545K -$15.6K -336 -3%
CCMG
55
Clark Capital Management Group
Pennsylvania
$526K -$318K -6,833 -37%
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$504K +$21.1K +454 +4%
FC
57
Financial Consulate
Maryland
$433K +$21.8K +468 +5%
William Blair & Company
58
William Blair & Company
Illinois
$417K +$151K +3,240 +53%
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$398K +$3.68K +79 +0.9%
KA
60
Klingman & Associates
New York
$397K
WT
61
Whittier Trust
California
$386K
BSW
62
Buckingham Strategic Wealth
Missouri
$376K -$87.5K -1,879 -18%
RIA
63
Regal Investment Advisors
Michigan
$363K +$133K +2,861 +55%
Bank of New York Mellon
64
Bank of New York Mellon
New York
$358K +$43.6K +937 +13%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$350K -$191K -4,104 -34%
WI
66
WrapManager Inc
California
$343K +$605 +13 +0.2%
FHA
67
First Horizon Advisors
Tennessee
$338K
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$323K +$7.78K +167 +2%
BAS
69
Brown Advisory Securities
Maryland
$318K -$66K -1,417 -17%
Renaissance Technologies
70
Renaissance Technologies
New York
$314K +$326K +7,000 New
AF
71
Allworth Financial
California
$277K +$47 +1 +0%
BFM
72
Boston Financial Management
Massachusetts
$271K -$8.61K -185 -3%
MML Investors Services
73
MML Investors Services
Massachusetts
$255K +$60.8K +1,306 +30%
AG
74
Advisor Group
Arizona
$251K +$129K +2,772 +97%
LTFS
75
Ladenburg Thalmann Financial Services
Florida
$245K +$1.21K +26 +0.5%

EWX Hedge Fund Activity: Q3 2018 in Review

118 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q3 2018, worth a combined $220M — down 5.9% from $234M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EWX positions and 10 closed out — a net gain of 5 holders — while 50 added to existing stakes and 30 trimmed.

The largest buyer was Bank of America, adding an estimated $2.34M. The largest seller was OneDigital Investment Advisors, exiting entirely with an estimated $9.7M sold.

  • 118 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q3 2018, up from 113 in Q2 2018.
  • Funds reported $220M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q3 2018, down 5.9% quarter-over-quarter.
  • 15 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q3 2018 and 10 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q3 2018 was Bank of America, an estimated $2.34M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q3 2018 was OneDigital Investment Advisors, an estimated $9.7M sold.

Based on aggregated 13F filings for Q3 2018.