State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
152 hedge funds and large institutions have $640M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 14 closing their positions.
86% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 14
40% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 43
11% more capital invested
Capital invested by funds: $577M → $640M (+$62.9M)
9% more funds holding
Funds holding: 140 → 152 (+12)
2.68% more ownership
Funds ownership: 72.93% → 75.61% (+2.7%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$11.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.46M |
| 3 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$3.67M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$2.51M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$6.76M |
| 2 |
MWM
Marion Wealth Management
Monroeville,
Pennsylvania
|
-$1.29M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.11M |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$1.04M |
| 5 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
-$926K |
EWX Hedge Fund Activity: Q4 2023 in Review
152 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q4 2023, worth a combined $640M — up 11% from $577M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new EWX positions and 14 closed out — a net gain of 12 holders — while 60 added to existing stakes and 43 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $11.2M. The largest seller was LPL Financial, cutting an estimated $6.76M.
- 152 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q4 2023, up from 140 in Q3 2023.
- Funds reported $640M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q4 2023, up 11% quarter-over-quarter.
- 26 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q4 2023 and 14 closed out, a net change of +12 holders.
- The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q4 2023 was Morgan Stanley, an estimated $11.2M added.
- The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q4 2023 was LPL Financial, an estimated $6.76M sold.
Based on aggregated 13F filings for Q4 2023.