State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
140 hedge funds and large institutions have $577M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 10 closing their positions.
70% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 10
4% more funds holding
Funds holding: 135 → 140 (+5)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less capital invested
Capital invested by funds: $585M → $577M (-$7.95M)
2.37% less ownership
Funds ownership: 75.3% → 72.93% (-2.4%)
14% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$7.51M |
| 2 |
VWM
Venturi Wealth Management
Austin,
Texas
|
+$5.56M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.25M |
| 4 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$2.78M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$28.4M |
| 2 |
NYLIM
New York Life Investment Management
New York
|
-$10.2M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$3.1M |
| 4 |
CAM
Crestone Asset Management
Boulder,
Colorado
|
-$1.75M |
| 5 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
-$951K |
EWX Hedge Fund Activity: Q3 2023 in Review
140 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q3 2023, worth a combined $577M — down 1.4% from $585M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new EWX positions and 10 closed out — a net gain of 7 holders — while 43 added to existing stakes and 50 trimmed.
The largest buyer was LPL Financial, adding an estimated $7.51M. The largest seller was Jane Street, exiting entirely with an estimated $28.4M sold.
- 140 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q3 2023, up from 135 in Q2 2023.
- Funds reported $577M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q3 2023, down 1.4% quarter-over-quarter.
- 17 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q3 2023 and 10 closed out, a net change of +7 holders.
- The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q3 2023 was LPL Financial, an estimated $7.51M added.
- The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q3 2023 was Jane Street, an estimated $28.4M sold.
Based on aggregated 13F filings for Q3 2023.