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State Street SPDR S&P Emerging Markets Small Cap ETF

125 hedge funds and large institutions have $355M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 38

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

2% less funds holding

Funds holding: 127125 (-2)

1.77% less ownership

Funds ownership: 64.3%62.53% (-1.8%)

16% less capital invested

Capital invested by funds: $425M → $355M (-$70M)

Holders
125
Holders Change
-2
Holders Change %
-1.57%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
44
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1WA
51
180 Wealth Advisors
Washington
$446K +$24.4K +465 +5%
CAM
52
Cresset Asset Management
Illinois
$414K
RJFSA
53
Raymond James Financial Services Advisors
Florida
$407K +$51.2K +973 +13%
SWM
54
Spire Wealth Management
Virginia
$394K
Osaic Holdings
55
Osaic Holdings
Arizona
$394K +$11.1K +212 +3%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$365K -$337K -6,417 -46%
FHA
57
First Horizon Advisors
Tennessee
$359K
FWP
58
Falcon Wealth Planning
California
$350K +$86K +1,635 +29%
BSW
59
Buckingham Strategic Wealth
Missouri
$338K -$12.7K -241 -3%
WPC
60
White Pine Capital
Minnesota
$337K -$26.3K -500 -7%
MIA
61
MainStreet Investment Advisors
Illinois
$337K -$7.89K -150 -2%
MPWT
62
MassMutual Private Wealth & Trust
Connecticut
$337K -$7.89K -150 -2%
MML Investors Services
63
MML Investors Services
Massachusetts
$329K -$162K -3,090 -31%
EFS
64
Essex Financial Services
Connecticut
$324K
IAN
65
Integrated Advisors Network
Texas
$323K +$349K +6,639 New
WT
66
Whittier Trust
California
$309K
LPP
67
Life Planning Partners
Florida
$292K
CCM
68
Coldstream Capital Management
Washington
$286K +$47.8K +909 +18%
RCAG
69
Rehmann Capital Advisory Group
Michigan
$283K +$9.46K +180 +3%
SPC
70
Sigma Planning Corp
Michigan
$281K +$304K +5,784 New
RJA
71
Raymond James & Associates
Florida
$262K -$34.9K -664 -11%
IAG
72
Investment Advisory Group
Massachusetts
$233K -$16K -304 -6%
Ameriprise
73
Ameriprise
Minnesota
$230K -$95K -1,807 -28%
SFG
74
SNS Financial Group
Minnesota
$226K +$244K +4,650 New
RHBC
75
R.H. Bluestein & Co
Michigan
$223K -$272K -5,170 -53%

EWX Hedge Fund Activity: Q2 2022 in Review

125 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q2 2022, worth a combined $355M — down 16% from $425M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of EWX and 12 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 44 added.

The largest buyer was New York Life Investment Management, opening a new position worth an estimated $24.7M. The largest seller was Creative Planning, cutting an estimated $14.6M.

  • 125 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q2 2022, down from 127 in Q1 2022.
  • Funds reported $355M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q2 2022, down 16% quarter-over-quarter.
  • 12 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q2 2022 and 13 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q2 2022 was New York Life Investment Management, an estimated $24.7M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q2 2022 was Creative Planning, an estimated $14.6M sold.

Based on aggregated 13F filings for Q2 2022.