We are live on ! Find out more
EWX icon

State Street SPDR S&P Emerging Markets Small Cap ETF

129 hedge funds and large institutions have $245M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

11% more capital invested

Capital invested by funds: $220M → $245M (+$24.7M)

9% more funds holding

Funds holding: 118129 (+11)

7.31% more ownership

Funds ownership: 46.78%54.09% (+7.3%)

5% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 41

Holders
129
Holders Change
+11
Holders Change %
+9.32%
% of All Funds
2.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
39
Reduced
41
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
51
Tortoise Investment Management
New York
$805K -$32.5K -771 -4%
AG
52
Advisor Group
Arizona
$784K +$570K +13,515 +240%
CP
53
Camelot Portfolios
Ohio
$741K +$61.2K +1,451 +9%
ASN
54
Advisory Services Network
Georgia
$676K -$127K -3,019 -15%
VIM
55
Vista Investment Management
Pennsylvania
$655K -$255K -6,054 -27%
PWMG
56
Prestige Wealth Management Group
New Jersey
$647K +$666K +15,800 New
RJFSA
57
Raymond James Financial Services Advisors
Florida
$597K +$101K +2,396 +20%
WPC
58
White Pine Capital
Minnesota
$558K -$11.6K -275 -2%
GCA
59
Greenwood Capital Associates
South Carolina
$554K +$570K +13,515 New
CCA
60
Checchi Capital Advisers
California
$544K -$10.4K -247 -2%
MIA
61
MainStreet Investment Advisors
Illinois
$525K -$82K -1,943 -13%
MPWT
62
MassMutual Private Wealth & Trust
Connecticut
$525K -$85.1K -2,018 -14%
APC
63
Aspire Private Capital
North Carolina
$512K +$527K +12,498 New
DI
64
Diligent Investors
California
$490K -$32.2K -763 -6%
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$461K +$380 +9 +0.1%
Citadel Advisors
66
Citadel Advisors
Florida
$439K -$583K -13,831 -56%
BSW
67
Buckingham Strategic Wealth
Missouri
$401K +$59.3K +1,405 +17%
Bank of New York Mellon
68
Bank of New York Mellon
New York
$385K +$59.9K +1,420 +18%
William Blair & Company
69
William Blair & Company
Illinois
$381K
KA
70
Klingman & Associates
New York
$363K
RIA
71
Regal Investment Advisors
Michigan
$361K +$29.4K +696 +9%
WT
72
Whittier Trust
California
$353K
FWIA
73
Fort Washington Investment Advisors
Ohio
$324K +$333K +7,903 New
FHA
74
First Horizon Advisors
Tennessee
$309K
WI
75
WrapManager Inc
California
$276K -$39.6K -939 -12%

EWX Hedge Fund Activity: Q4 2018 in Review

129 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q4 2018, worth a combined $245M — up 11% from $220M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new EWX positions and 18 closed out — a net gain of 12 holders — while 39 added to existing stakes and 41 trimmed.

The largest buyer was IndexIQ Advisors, adding an estimated $21.2M. The largest seller was Bank of America, cutting an estimated $4.3M.

  • 129 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q4 2018, up from 118 in Q3 2018.
  • Funds reported $245M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q4 2018, up 11% quarter-over-quarter.
  • 30 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q4 2018 and 18 closed out, a net change of +12 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q4 2018 was IndexIQ Advisors, an estimated $21.2M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q4 2018 was Bank of America, an estimated $4.3M sold.

Based on aggregated 13F filings for Q4 2018.