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State Street SPDR S&P Emerging Markets Small Cap ETF

122 hedge funds and large institutions have $353M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.26% more ownership

Funds ownership: 62.53%65.79% (+3.3%)

0% less capital invested

Capital invested by funds: $355M → $353M (-$1.42M)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

2% less funds holding

Funds holding: 125122 (-3)

13% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 38

Holders
122
Holders Change
-3
Holders Change %
-2.4%
% of All Funds
2.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
33
Reduced
38
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
51
Regal Investment Advisors
Michigan
$562K +$27.7K +566 +5%
OFG
52
Omega Financial Group
California
$475K -$8.56K -175 -2%
1WA
53
180 Wealth Advisors
Washington
$448K +$26K +531 +6%
MML Investors Services
54
MML Investors Services
Massachusetts
$419K +$119K +2,439 +36%
CAM
55
Cresset Asset Management
Illinois
$387K
SWM
56
Spire Wealth Management
Virginia
$369K
RJFSA
57
Raymond James Financial Services Advisors
Florida
$360K -$22K -450 -5%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$342K -$244 -5 -0.1%
FHA
59
First Horizon Advisors
Tennessee
$324K -$13.2K -269 -4%
MIA
60
MainStreet Investment Advisors
Illinois
$316K
BSW
61
Buckingham Strategic Wealth
Missouri
$315K -$1.56K -32 -0.5%
WPC
62
White Pine Capital
Minnesota
$315K
MPWT
63
MassMutual Private Wealth & Trust
Connecticut
$309K -$6.84K -140 -2%
EFS
64
Essex Financial Services
Connecticut
$303K
IAN
65
Integrated Advisors Network
Texas
$302K
WT
66
Whittier Trust
California
$290K
Ameriprise
67
Ameriprise
Minnesota
$283K +$72K +1,472 +31%
LPP
68
Life Planning Partners
Florida
$273K
RCAG
69
Rehmann Capital Advisory Group
Michigan
$270K +$5.62K +115 +2%
SPC
70
Sigma Planning Corp
Michigan
$241K -$24.7K -506 -9%
FWP
71
Falcon Wealth Planning
California
$229K -$106K -2,169 -30%
RJA
72
Raymond James & Associates
Florida
$223K -$24.3K -497 -9%
KBFS
73
Kohmann Bosshard Financial Services
Ohio
$215K -$218K -4,466 -49%
OWA
74
Outlook Wealth Advisors
Texas
$203K -$6.06K -124 -3%
AF
75
Allworth Financial
California
$109K

EWX Hedge Fund Activity: Q3 2022 in Review

122 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q3 2022, worth a combined $353M — down 0.4% from $355M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of EWX and 13 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 33 added.

The largest buyer was Creative Planning, adding an estimated $10.7M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.91M sold.

  • 122 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q3 2022, down from 125 in Q2 2022.
  • Funds reported $353M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q3 2022, down 0.4% quarter-over-quarter.
  • 13 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q3 2022 and 14 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q3 2022 was Creative Planning, an estimated $10.7M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q3 2022 was Susquehanna International Group, an estimated $2.91M sold.

Based on aggregated 13F filings for Q3 2022.