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State Street SPDR S&P Emerging Markets Small Cap ETF

170 hedge funds and large institutions have $528M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 61 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

6% more funds holding

Funds holding: 161170 (+9)

5% more capital invested

Capital invested by funds: $501M → $528M (+$27.3M)

0.32% less ownership

Funds ownership: 68.63%68.31% (-0.32%)

28% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 61

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $225K

Holders
170
Holders Change
+9
Holders Change %
+5.59%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
19
Increased
44
Reduced
61
Closed
8
Calls
Puts
$225K
Net Calls
-$225K
Net Calls Change
-$225K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$1.43M -$403K -6,927 -23%
QP
52
Quartz Partners
New York
$1.4M +$1.31M +22,460 New
AWM
53
AE Wealth Management
Kansas
$1.32M -$166K -2,849 -12%
MCA
54
Maryland Capital Advisors
Maryland
$1.25M +$50.9K +874 +5%
RA
55
Rockingstone Advisors
Massachusetts
$1.22M -$219K -3,759 -16%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$1.17M -$6.7K -115 -0.6%
ASN
57
Advisory Services Network
Georgia
$1.11M
RJFSA
58
Raymond James Financial Services Advisors
Florida
$1.08M +$546K +9,383 +120%
SMC
59
Smith, Moore & Co
Missouri
$1.01M -$1.34K -23 -0.1%
SWM
60
Spire Wealth Management
Virginia
$833K +$21.2K +364 +3%
AA
61
Alesco Advisors
New York
$827K -$134K -2,305 -15%
CCWM
62
Cassaday & Co Wealth Management
Virginia
$821K
AWM
63
Austin Wealth Management
Texas
$819K -$16K -275 -2%
EFS
64
Essex Financial Services
Connecticut
$810K
CP
65
Camelot Portfolios
Ohio
$795K -$165K -2,825 -18%
STA
66
Summit Trail Advisors
New York
$754K
RIA
67
Regal Investment Advisors
Michigan
$743K +$20.8K +357 +3%
SA
68
Sanctuary Advisors
Indiana
$696K -$63.8K -1,096 -9%
TFCP
69
Twin Focus Capital Partners
Massachusetts
$686K
OFG
70
Omega Financial Group
California
$680K -$43.7K -751 -6%
AFG
71
Atomi Financial Group
New York
$630K +$201K +3,444 +52%
IFA
72
Index Fund Advisors
California
$609K +$3.67K +63 +0.6%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$603K -$7.4K -127 -1%
Corient Private Wealth
74
Corient Private Wealth
Florida
$597K +$27.1K +466 +5%
SPA
75
Shore Point Advisors
New Jersey
$574K +$5.24K +90 +1%

EWX Hedge Fund Activity: Q3 2024 in Review

170 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q3 2024, worth a combined $528M — up 5.5% from $501M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EWX positions and 8 closed out — a net gain of 11 holders — while 44 added to existing stakes and 61 trimmed.

The largest buyer was Merit Financial Group, adding an estimated $2.9M. The largest seller was Creative Planning, cutting an estimated $17.1M.

  • 170 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q3 2024, up from 161 in Q2 2024.
  • Funds reported $528M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q3 2024, up 5.5% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q3 2024 and 8 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q3 2024 was Merit Financial Group, an estimated $2.9M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q3 2024 was Creative Planning, an estimated $17.1M sold.

Based on aggregated 13F filings for Q3 2024.