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State Street SPDR S&P Emerging Markets Small Cap ETF

163 hedge funds and large institutions have $633M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

38% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 48

7% more funds holding

Funds holding: 152163 (+11)

0.59% less ownership

Funds ownership: 75.61%75.02% (-0.59%)

1% less capital invested

Capital invested by funds: $640M → $633M (-$7.12M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
163
Holders Change
+11
Holders Change %
+7.24%
% of All Funds
2.35%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
66
Reduced
48
Closed
12
Calls
$17K
Puts
Net Calls
+$17K
Net Calls Change
-$68K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$1.38M +$374K +6,756 +38%
RA
52
Rockingstone Advisors
Massachusetts
$1.37M -$86.7K -1,565 -6%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$1.35M +$701K +12,648 +109%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$1.34M +$492K +8,876 +58%
Osaic Holdings
55
Osaic Holdings
Arizona
$1.28M +$65.7K +1,185 +5%
AWM
56
AE Wealth Management
Kansas
$1.25M -$506K -9,131 -29%
VIM
57
Vista Investment Management
Pennsylvania
$1.17M +$141K +2,548 +14%
MCA
58
Maryland Capital Advisors
Maryland
$1.07M +$16.4K +296 +2%
JWM
59
JFG Wealth Management
Colorado
$967K +$268K +4,842 +39%
AA
60
Alesco Advisors
New York
$964K +$37.9K +684 +4%
SAG
61
SageView Advisory Group
California
$964K +$260K +4,687 New
ASN
62
Advisory Services Network
Georgia
$953K -$2.77K -50 -0.3%
TFCP
63
Twin Focus Capital Partners
Massachusetts
$945K -$262K -4,737 -22%
MFG
64
Merit Financial Group
Georgia
$938K +$114K +2,064 +15%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$932K +$861K +15,547 +1,544%
SMC
66
Smith, Moore & Co
Missouri
$909K -$18.2K -328 -2%
MML Investors Services
67
MML Investors Services
Massachusetts
$881K -$57.4K -1,036 -6%
BRWA
68
B. Riley Wealth Advisors
Florida
$879K +$6.09K +110 +0.7%
AWM
69
Austin Wealth Management
Texas
$828K +$23.1K +416 +3%
CCWM
70
Cassaday & Co Wealth Management
Virginia
$784K -$55.4K -1,000 -7%
CP
71
Camelot Portfolios
Ohio
$771K -$223K -4,022 -23%
FTUS
72
Flow Traders U.S.
New York
$766K +$761K +13,728 New
EFS
73
Essex Financial Services
Connecticut
$738K
SWM
74
Spire Wealth Management
Virginia
$673K +$51.5K +930 +8%
OFG
75
Omega Financial Group
California
$656K -$28.1K -507 -4%

EWX Hedge Fund Activity: Q1 2024 in Review

163 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q1 2024, worth a combined $633M — down 1.1% from $640M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EWX positions and 12 closed out — a net gain of 12 holders — while 66 added to existing stakes and 48 trimmed.

The largest buyer was Bank of America, adding an estimated $16.7M. The largest seller was Creative Planning, cutting an estimated $32.7M.

  • 163 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q1 2024, up from 152 in Q4 2023.
  • Funds reported $633M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q1 2024, down 1.1% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q1 2024 and 12 closed out, a net change of +12 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q1 2024 was Bank of America, an estimated $16.7M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q1 2024 was Creative Planning, an estimated $32.7M sold.

Based on aggregated 13F filings for Q1 2024.