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State Street SPDR S&P Emerging Markets Small Cap ETF

127 hedge funds and large institutions have $425M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% more ownership

Funds ownership: 64.27%64.3% (+0.03%)

1% less capital invested

Capital invested by funds: $427M → $425M (-$2.34M)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

3% less funds holding

Funds holding: 131127 (-4)

38% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 45

90% less call options, than puts

Call options by funds: $238K | Put options by funds: $2.34M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
127
Holders Change
-4
Holders Change %
-3.05%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
28
Reduced
45
Closed
20
Calls
$238K
Puts
$2.34M
Net Calls
-$2.1M
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Aries Wealth Management
Maine
$571K +$574K +10,074 New
MML Investors Services
52
MML Investors Services
Massachusetts
$558K +$71.9K +1,262 +15%
RHBC
53
R.H. Bluestein & Co
Michigan
$553K +$29.9K +525 +6%
IFA
54
Index Fund Advisors
California
$547K -$18.2K -319 -3%
1WA
55
180 Wealth Advisors
Washington
$493K +$14.2K +250 +3%
CAM
56
Cresset Asset Management
Illinois
$481K +$136K +2,387 +39%
SWM
57
Spire Wealth Management
Virginia
$458K
Osaic Holdings
58
Osaic Holdings
Arizona
$449K -$11.8K -207 -3%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$424K +$426K +7,477 New
WPC
60
White Pine Capital
Minnesota
$420K
FHA
61
First Horizon Advisors
Tennessee
$419K
RJFSA
62
Raymond James Financial Services Advisors
Florida
$419K +$27.3K +479 +7%
BSW
63
Buckingham Strategic Wealth
Missouri
$408K -$8.09K -142 -2%
MIA
64
MainStreet Investment Advisors
Illinois
$401K -$11.4K -200 -3%
MPWT
65
MassMutual Private Wealth & Trust
Connecticut
$401K -$11.4K -200 -3%
EFS
66
Essex Financial Services
Connecticut
$377K
Ameriprise
67
Ameriprise
Minnesota
$370K +$80.1K +1,405 +27%
WT
68
Whittier Trust
California
$360K
RJA
69
Raymond James & Associates
Florida
$343K -$138K -2,423 -29%
LPP
70
Life Planning Partners
Florida
$340K
RCAG
71
Rehmann Capital Advisory Group
Michigan
$320K -$9.86K -173 -3%
EWA
72
Encompass Wealth Advisors
Oregon
$317K
FWP
73
Falcon Wealth Planning
California
$315K -$46.4K -815 -13%
FCI
74
Financial Counselors Inc
Kansas
$290K +$291K +5,110 New
IAG
75
Investment Advisory Group
Massachusetts
$289K

EWX Hedge Fund Activity: Q1 2022 in Review

127 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q1 2022, worth a combined $425M — down 0.55% from $427M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of EWX and 19 opened new positions — a net loss of 1 holder — while 45 trimmed existing stakes and 28 added.

The largest buyer was IndexIQ Advisors, adding an estimated $18.5M. The largest seller was Creative Planning, cutting an estimated $10.1M.

  • 127 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q1 2022, down from 131 in Q4 2021.
  • Funds reported $425M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q1 2022, down 0.55% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q1 2022 and 20 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q1 2022 was IndexIQ Advisors, an estimated $18.5M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q1 2022 was Creative Planning, an estimated $10.1M sold.

Based on aggregated 13F filings for Q1 2022.