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State Street SPDR S&P Emerging Markets Small Cap ETF

135 hedge funds and large institutions have $585M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 46 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

30% more capital invested

Capital invested by funds: $449M → $585M (+$137M)

7.63% more ownership

Funds ownership: 67.68%75.3% (+7.6%)

4% more funds holding

Funds holding: 130135 (+5)

0% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 46

Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
2.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
46
Reduced
46
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMC
51
Smith, Moore & Co
Missouri
$874K -$9.74K -189 -1%
JP Morgan Chase
52
JP Morgan Chase
New York
$869K +$150K +2,905 +21%
AWM
53
AE Wealth Management
Kansas
$848K +$151K +2,926 +22%
ASN
54
Advisory Services Network
Georgia
$846K -$82.5K -1,600 -9%
OFG
55
Omega Financial Group
California
$837K -$4.28K -83 -0.5%
FTUS
56
Flow Traders U.S.
New York
$822K +$52.1K +1,010 +7%
CCWM
57
Cassaday & Co Wealth Management
Virginia
$793K -$208K -4,043 -21%
VIM
58
Vista Investment Management
Pennsylvania
$729K +$464K +9,006 +185%
SWM
59
SFG Wealth Management
Maryland
$663K +$651K +12,620 New
UBS Group
60
UBS Group
Switzerland
$624K -$6.7K -130 -1%
SFS
61
Sowell Financial Services
Arkansas
$614K +$327K +6,333 +118%
RIA
62
Regal Investment Advisors
Michigan
$603K -$51.4K -996 -8%
OMC
63
Old Mission Capital
Illinois
$581K +$66.1K +1,282 +13%
SS
64
Sound Stewardship
Kansas
$554K -$28.1K -545 -5%
SEI Investments
65
SEI Investments
Pennsylvania
$536K +$526K +10,211 New
SWM
66
Spire Wealth Management
Virginia
$534K -$13.4K -259 -2%
IFA
67
Index Fund Advisors
California
$514K +$7.68K +149 +2%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$493K +$63.8K +1,238 +15%
SFG
69
SNS Financial Group
Minnesota
$479K -$5.05K -98 -1%
VA
70
Valmark Advisers
Ohio
$464K +$455K +8,832 New
MML Investors Services
71
MML Investors Services
Massachusetts
$452K +$26.3K +510 +6%
CAM
72
Cresset Asset Management
Illinois
$446K -$5.67K -110 -1%
AA
73
Addison Advisors
Vermont
$440K -$22.4K -435 -5%
1WA
74
180 Wealth Advisors
Washington
$412K -$145K -2,807 -27%
MIA
75
MainStreet Investment Advisors
Illinois
$389K -$6.45K -125 -2%

EWX Hedge Fund Activity: Q2 2023 in Review

135 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q2 2023, worth a combined $585M — up 30% from $449M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EWX positions and 6 closed out — a net gain of 5 holders — while 46 added to existing stakes and 46 trimmed.

The largest buyer was New York Life Investment Management, adding an estimated $87.7M. The largest seller was Parcion Private Wealth, cutting an estimated $9.59M.

  • 135 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q2 2023, up from 130 in Q1 2023.
  • Funds reported $585M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q2 2023, up 30% quarter-over-quarter.
  • 11 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q2 2023 and 6 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q2 2023 was New York Life Investment Management, an estimated $87.7M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q2 2023 was Parcion Private Wealth, an estimated $9.59M sold.

Based on aggregated 13F filings for Q2 2023.