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State Street SPDR S&P Emerging Markets Small Cap ETF

118 hedge funds and large institutions have $422M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 39 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $385M → $422M (+$37.7M)

0.22% less ownership

Funds ownership: 64.59%64.37% (-0.22%)

3% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 39

2% less funds holding

Funds holding: 121118 (-3)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.42M

Holders
118
Holders Change
-3
Holders Change %
-2.48%
% of All Funds
2.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
38
Reduced
39
Closed
19
Calls
Puts
$3.42M
Net Calls
-$3.42M
Net Calls Change
-$139K
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
51
Raymond James & Associates
Florida
$524K +$259K +4,422 +107%
SWM
52
Spire Wealth Management
Virginia
$500K
RPCA
53
Running Point Capital Advisors
California
$475K
1WA
54
180 Wealth Advisors
Washington
$468K +$6.03K +103 +1%
FHA
55
First Horizon Advisors
Tennessee
$453K -$1.35K -23 -0.3%
MIA
56
MainStreet Investment Advisors
Illinois
$448K -$71.5K -1,220 -14%
MPWT
57
MassMutual Private Wealth & Trust
Connecticut
$448K -$1.17K -20 -0.3%
WPC
58
White Pine Capital
Minnesota
$446K -$57.1K -975 -12%
BSW
59
Buckingham Strategic Wealth
Missouri
$415K -$12.7K -216 -3%
RHBC
60
R.H. Bluestein & Co
Michigan
$412K +$136K +2,320 +53%
EFS
61
Essex Financial Services
Connecticut
$408K +$390K +6,650 New
FWP
62
Falcon Wealth Planning
California
$406K -$1.93K -33 -0.5%
WT
63
Whittier Trust
California
$389K
BCM
64
Brookstone Capital Management
Illinois
$379K -$1.63M -27,785 -82%
MML Investors Services
65
MML Investors Services
Massachusetts
$377K +$25.1K +429 +8%
KeyBank National Association
66
KeyBank National Association
Ohio
$369K
OMC
67
Old Mission Capital
Illinois
$367K +$350K +5,980 New
KAS
68
Kestra Advisory Services
Texas
$361K +$345K +5,890 New
RCAG
69
Rehmann Capital Advisory Group
Michigan
$346K -$3.4K -58 -1%
EWA
70
Encompass Wealth Advisors
Oregon
$342K
CCM
71
Coldstream Capital Management
Washington
$338K +$323K +5,519 New
Ameriprise
72
Ameriprise
Minnesota
$331K -$22.2K -379 -7%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$314K +$51.1K +873 +21%
OWA
74
Outlook Wealth Advisors
Texas
$302K -$7.26K -124 -2%
WI
75
WrapManager Inc
California
$289K -$5.86K -100 -2%

EWX Hedge Fund Activity: Q2 2021 in Review

118 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q2 2021, worth a combined $422M — up 9.8% from $385M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of EWX and 17 opened new positions — a net loss of 2 holders — while 39 trimmed existing stakes and 38 added.

The largest buyer was Crestone Asset Management, opening a new position worth an estimated $5.12M. The largest seller was Geneos Wealth Management, cutting an estimated $9.24M.

  • 118 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q2 2021, down from 121 in Q1 2021.
  • Funds reported $422M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q2 2021, up 9.8% quarter-over-quarter.
  • 17 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q2 2021 and 19 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q2 2021 was Crestone Asset Management, an estimated $5.12M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q2 2021 was Geneos Wealth Management, an estimated $9.24M sold.

Based on aggregated 13F filings for Q2 2021.