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State Street SPDR S&P Emerging Markets Small Cap ETF

131 hedge funds and large institutions have $427M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 51 increasing their positions, 21 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 21

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

13% more funds holding

Funds holding: 116131 (+15)

5% more capital invested

Capital invested by funds: $406M → $427M (+$20.7M)

1.32% more ownership

Funds ownership: 62.95%64.27% (+1.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.24M

Holders
131
Holders Change
+15
Holders Change %
+12.93%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
51
Reduced
21
Closed
16
Calls
Puts
$3.24M
Net Calls
-$3.24M
Net Calls Change
-$810K
Name Holding Trade Value Shares
Change
Change in
Stake
RHBC
51
R.H. Bluestein & Co
Michigan
$548K +$115K +1,930 +26%
MML Investors Services
52
MML Investors Services
Massachusetts
$509K +$59.3K +999 +13%
RJA
53
Raymond James & Associates
Florida
$503K -$1.38M -23,188 -73%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$500K +$500K +8,427 New
1WA
55
180 Wealth Advisors
Washington
$497K +$27.7K +467 +6%
Osaic Holdings
56
Osaic Holdings
Arizona
$481K +$103K +1,734 +27%
SWM
57
Spire Wealth Management
Virginia
$480K
WPC
58
White Pine Capital
Minnesota
$440K
FHA
59
First Horizon Advisors
Tennessee
$439K
BSW
60
Buckingham Strategic Wealth
Missouri
$435K +$26.7K +450 +7%
MIA
61
MainStreet Investment Advisors
Illinois
$432K +$2.97K +50 +0.7%
MPWT
62
MassMutual Private Wealth & Trust
Connecticut
$432K +$2.97K +50 +0.7%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$410K +$57.2K +963 +16%
EFS
64
Essex Financial Services
Connecticut
$394K
FWP
65
Falcon Wealth Planning
California
$378K +$356 +6 +0.1%
WT
66
Whittier Trust
California
$377K
SFG
67
SNS Financial Group
Minnesota
$376K +$377K +6,345 New
BCM
68
Brookstone Capital Management
Illinois
$372K +$6.89K +116 +2%
CAM
69
Cresset Asset Management
Illinois
$363K
LPP
70
Life Planning Partners
Florida
$356K +$356K +6,000 New
RCAG
71
Rehmann Capital Advisory Group
Michigan
$345K +$10.3K +173 +3%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$335K +$11.5K +193 +4%
EWA
73
Encompass Wealth Advisors
Oregon
$331K
Ameriprise
74
Ameriprise
Minnesota
$305K -$6.06K -102 -2%
IAG
75
Investment Advisory Group
Massachusetts
$298K +$305K +5,129 New

EWX Hedge Fund Activity: Q4 2021 in Review

131 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q4 2021, worth a combined $427M — up 5.1% from $406M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new EWX positions and 16 closed out — a net gain of 16 holders — while 51 added to existing stakes and 21 trimmed.

The largest buyer was Creative Planning, adding an estimated $13.8M. The largest seller was IndexIQ Advisors, cutting an estimated $14.4M.

  • 131 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q4 2021, up from 116 in Q3 2021.
  • Funds reported $427M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q4 2021, up 5.1% quarter-over-quarter.
  • 32 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q4 2021 and 16 closed out, a net change of +16 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q4 2021 was Creative Planning, an estimated $13.8M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q4 2021 was IndexIQ Advisors, an estimated $14.4M sold.

Based on aggregated 13F filings for Q4 2021.