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State Street SPDR S&P Emerging Markets Small Cap ETF

99 hedge funds and large institutions have $166M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

5% more funds holding

Funds holding: 9499 (+5)

4% more capital invested

Capital invested by funds: $160M → $166M (+$6.32M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.61% less ownership

Funds ownership: 47.29%44.69% (-2.6%)

31% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 39

Holders
99
Holders Change
+5
Holders Change %
+5.32%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
27
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
76
SEI Investments
Pennsylvania
$76K +$37K +853 +104%
HCA
77
Harbour Capital Advisors
Virginia
$65.8K +$63K +1,450 New
LM
78
Legg Mason
Maryland
$62K -$1.87K -43 -3%
DSI
79
Daiwa SB Investments
Japan
$51K +$2.17K +50 +5%
GWM
80
Geneos Wealth Management
Colorado
$49K -$14.2K -327 -23%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$36K -$60.4K -1,391 -64%
PA
82
Parallel Advisors
California
$33K +$31.1K +717 New
IA
83
IFP Advisors
Florida
$19K -$1.17K -27 -6%
US Bancorp
84
US Bancorp
Minnesota
$17K
SF
85
Synovus Financial
Georgia
$16K
BBPWM
86
Blue Bell Private Wealth Management
Pennsylvania
$14K
BlackRock
87
BlackRock
New York
$7K -$43 -1 -0.6%
Citigroup
88
Citigroup
New York
$5K -$11.2K -257 -70%
PB
89
Pinnacle Bancorp
Nebraska
$5K +$4.34K +100 New
MAS
90
Madden Advisory Services
Florida
$5K +$5.43K +125 New
GRP
91
Global Retirement Partners
California
$4K
PFGIA
92
Patriot Financial Group Insurance Agency
Massachusetts
$2K
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$1K -$1.43K -33 -50%
FCB
94
First Command Bank
Texas
$1K
FCFS
95
First Command Financial Services
Texas
$1K
GT
96
Glenmede Trust
Pennsylvania
$1K
AP
97
Advisors Preferred
Maryland
$141 +$135K +3,108 New
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
-$3.62M -91,145 Closed
HCM
99
Hengehold Capital Management
Ohio
-$1.11M -28,069 Closed
Nomura Asset Management
100
Nomura Asset Management
Japan
-$596K -15,000 Closed

EWX Hedge Fund Activity: Q1 2017 in Review

99 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q1 2017, worth a combined $166M — up 4% from $160M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EWX positions and 10 closed out — a net gain of 7 holders — while 27 added to existing stakes and 39 trimmed.

The largest buyer was Mariner Independent Advisor Network, opening a new position worth an estimated $4.69M. The largest seller was IndexIQ Advisors, cutting an estimated $10.4M.

  • 99 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q1 2017, up from 94 in Q4 2016.
  • Funds reported $166M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q1 2017, up 4% quarter-over-quarter.
  • 17 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q1 2017 and 10 closed out, a net change of +7 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q1 2017 was Mariner Independent Advisor Network, an estimated $4.69M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q1 2017 was IndexIQ Advisors, an estimated $10.4M sold.

Based on aggregated 13F filings for Q1 2017.