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State Street SPDR S&P Emerging Markets Small Cap ETF
EWX

161 hedge funds and large institutions have $501M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 57

1% less funds holding

Funds holding: 163 → 161 (-2)

6.4% less ownership

Funds ownership: 75.02% → 68.63% (-6.4%)

21% less capital invested

Capital invested by funds: $633M → $501M (-$132M)

Holders
161
Holders Change
-2
Holders Change %
-1.23%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
57
Reduced
57
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
+$5.94M
2
JWM
JFG Wealth Management
Colorado
+$2.12M
3
FTUS
Flow Traders U.S.
New York
+$1.34M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$1.09M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.03M

Top Sellers

1
NYLIM
New York Life Investment Management
New York
-$86.8M
2
Creative Planning
Creative Planning
Kansas
-$24.4M
3
AWM
Affinity Wealth Management
Delaware
-$18.3M
4
Jane Street
Jane Street
New York
-$9.55M
5
VWM
Venturi Wealth Management
Texas
-$6.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
51
Rockingstone Advisors
Massachusetts
$1.35M -$67.9K -1,185 -5%
Osaic Holdings
52
Osaic Holdings
Arizona
$1.33M +$401 +7 +0%
MFG
53
Merit Financial Group
Georgia
$1.21M +$273K +4,755 +29%
ASN
54
Advisory Services Network
Georgia
$1.11M +$123K +2,148 +13%
MCA
55
Maryland Capital Advisors
Maryland
$1.11M +$1.26K +22 +0.1%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$1.1M -$2.93M -51,018 -73%
SMC
57
Smith, Moore & Co
Missouri
$942K -$1.83K -32 -0.2%
CP
58
Camelot Portfolios
Ohio
$902K +$100K +1,749 +13%
AA
59
Alesco Advisors
New York
$902K -$98.3K -1,715 -10%
BRWA
60
B. Riley Wealth Advisors
Florida
$824K -$127K -2,213 -13%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$821K +$563K +9,813 +225%
AWM
62
Austin Wealth Management
Texas
$793K -$46.7K -814 -6%
CCWM
63
Cassaday & Co Wealth Management
Virginia
$762K -$51K -890 -6%
SWM
64
Spire Wealth Management
Virginia
$752K +$53.3K +929 +8%
EFS
65
Essex Financial Services
Connecticut
$745K – – –
SA
66
Sanctuary Advisors
Indiana
$719K +$728K +12,696 New
STA
67
Summit Trail Advisors
New York
$701K +$693K +12,095 New
OFG
68
Omega Financial Group
California
$675K -$6.08K -106 -0.9%
RIA
69
Regal Investment Advisors
Michigan
$669K -$1.83K -32 -0.3%
TFCP
70
Twin Focus Capital Partners
Massachusetts
$637K -$340K -5,933 -35%
SWM
71
Solano Wealth Management
California
$637K +$184K +3,203 +41%
NMG
72
New Millennium Group
Utah
$613K +$55.3K +965 +10%
SFS
73
Sowell Financial Services
Arkansas
$586K -$66.9K -1,167 -10%
HW
74
Hancock Whitney
Mississippi
$585K +$82.6K +1,440 +17%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$567K +$165K +2,873 +42%
1 2
3
4 5

EWX Hedge Fund Activity: Q2 2024 in Review

161 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q2 2024, worth a combined $501M — down 21% from $633M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EWX positions and 15 closed out — a net gain of 1 holder — while 57 added to existing stakes and 57 trimmed.

The largest buyer was Johnson Financial Group LLC (Colorado), adding an estimated $5.94M. The largest seller was New York Life Investment Management, exiting entirely with an estimated $86.8M sold.

  • 161 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q2 2024, down from 163 in Q1 2024.
  • Funds reported $501M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q2 2024, down 21% quarter-over-quarter.
  • 16 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q2 2024 and 15 closed out, a net change of +1 holder.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q2 2024 was Johnson Financial Group LLC (Colorado), an estimated $5.94M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q2 2024 was New York Life Investment Management, an estimated $86.8M sold.

Based on aggregated 13F filings for Q2 2024.