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State Street SPDR S&P Emerging Markets Small Cap ETF

130 hedge funds and large institutions have $449M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $450M → $449M (-$1.21M)

7% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 43

1.95% less ownership

Funds ownership: 69.63%67.68% (-2%)

5% less funds holding

Funds holding: 137130 (-7)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

Holders
130
Holders Change
-7
Holders Change %
-5.11%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
40
Reduced
43
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
51
B. Riley Wealth Advisors
Florida
$838K
OFG
52
Omega Financial Group
California
$812K -$4.63K -91 -0.6%
FTUS
53
Flow Traders U.S.
New York
$742K +$745K +14,645 New
JP Morgan Chase
54
JP Morgan Chase
New York
$691K +$112K +2,208 +19%
AWM
55
AE Wealth Management
Kansas
$670K +$25.6K +504 +4%
RIA
56
Regal Investment Advisors
Michigan
$632K +$27K +531 +4%
HW
57
Hancock Whitney
Mississippi
$612K -$840K -16,517 -58%
UBS Group
58
UBS Group
Switzerland
$609K -$22.2K -436 -4%
SS
59
Sound Stewardship
Kansas
$562K -$55.4K -1,089 -9%
1WA
60
180 Wealth Advisors
Washington
$536K +$9.41K +185 +2%
SWM
61
Spire Wealth Management
Virginia
$528K +$119K +2,332 +29%
OMC
62
Old Mission Capital
Illinois
$495K -$181K -3,553 -27%
IFA
63
Index Fund Advisors
California
$488K -$15.4K -302 -3%
Bank of New York Mellon
64
Bank of New York Mellon
New York
$482K -$85.6K -1,684 -15%
SFG
65
SNS Financial Group
Minnesota
$467K
AA
66
Addison Advisors
Vermont
$447K +$2.29K +45 +0.5%
CAM
67
Cresset Asset Management
Illinois
$436K -$58.5K -1,150 -12%
Corient Private Wealth
68
Corient Private Wealth
Florida
$422K -$1.68K -33 -0.4%
MML Investors Services
69
MML Investors Services
Massachusetts
$410K -$22K -433 -5%
SPA
70
Shore Point Advisors
New Jersey
$386K +$11.4K +225 +3%
MIA
71
MainStreet Investment Advisors
Illinois
$382K +$16.5K +325 +5%
MPWT
72
MassMutual Private Wealth & Trust
Connecticut
$382K +$16.5K +325 +5%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$364K -$40.1K -788 -10%
FHA
74
First Horizon Advisors
Tennessee
$361K
WPC
75
White Pine Capital
Minnesota
$350K

EWX Hedge Fund Activity: Q1 2023 in Review

130 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q1 2023, worth a combined $449M — down 0.27% from $450M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of EWX and 13 opened new positions — a net loss of 2 holders — while 43 trimmed existing stakes and 40 added.

The largest buyer was Affinity Wealth Management, opening a new position worth an estimated $12M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $20.7M sold.

  • 130 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q1 2023, down from 137 in Q4 2022.
  • Funds reported $449M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q1 2023, down 0.27% quarter-over-quarter.
  • 13 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q1 2023 and 15 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q1 2023 was Affinity Wealth Management, an estimated $12M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q1 2023 was Susquehanna International Group, an estimated $20.7M sold.

Based on aggregated 13F filings for Q1 2023.