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State Street SPDR S&P Emerging Markets Small Cap ETF

96 hedge funds and large institutions have $203M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 28

22% more capital invested

Capital invested by funds: $166M → $203M (+$36.8M)

0.67% more ownership

Funds ownership: 44.69%45.36% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

3% less funds holding

Funds holding: 9996 (-3)

Holders
96
Holders Change
-3
Holders Change %
-3.03%
% of All Funds
2.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
42
Reduced
28
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LM
76
Legg Mason
Maryland
$57K -$6.92K -150 -11%
IA
77
IFP Advisors
Florida
$50K +$29.4K +637 +148%
PA
78
Parallel Advisors
California
$35K
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$24K -$12.5K -270 -34%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20K +$19.7K +427 New
US Bancorp
81
US Bancorp
Minnesota
$17K
PFPT
82
Pinnacle Financial Partners (Tennessee)
Tennessee
$16K +$16.2K +351 New
BBPWM
83
Blue Bell Private Wealth Management
Pennsylvania
$14K
Citigroup
84
Citigroup
New York
$10K +$4.62K +100 +90%
BlackRock
85
BlackRock
New York
$6K -$1.25K -27 -18%
CDIA
86
Capital Directions Investment Advisors
Georgia
$6K +$5.58K +121 New
GRP
87
Global Retirement Partners
California
$5K +$1.48K +32 +38%
AIM
88
Advantage Investment Management
Iowa
$5K +$4.48K +97 New
ACM
89
Aviance Capital Management
Florida
$4K +$4.29K +93 New
PFGIA
90
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$923 +20 +39%
NFG
91
Next Financial Group
Texas
$3K +$3.23K +70 New
FCB
92
First Command Bank
Texas
$1K
FCFS
93
First Command Financial Services
Texas
$1K
GT
94
Glenmede Trust
Pennsylvania
$1K
Walleye Trading
95
Walleye Trading
New York
$289 +$286K +6,201 New
MIAN
96
Mariner Independent Advisor Network
Kansas
-$4.9M -108,072 Closed
Goldman Sachs
97
Goldman Sachs
New York
-$4.82M -106,305 Closed
VKH
98
Virtu KCG Holdings
New York
-$1.81M -40,005 Closed
SG Americas Securities
99
SG Americas Securities
New York
-$1.53M -33,742 Closed
OMC
100
Old Mission Capital
Illinois
-$749K -16,508 Closed

EWX Hedge Fund Activity: Q2 2017 in Review

96 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q2 2017, worth a combined $203M — up 22% from $166M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of EWX and 13 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 42 added.

The largest buyer was IndexIQ Advisors, adding an estimated $26.3M. The largest seller was State Street, cutting an estimated $8.07M.

  • 96 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q2 2017, down from 99 in Q1 2017.
  • Funds reported $203M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q2 2017, up 22% quarter-over-quarter.
  • 13 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q2 2017 and 14 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q2 2017 was IndexIQ Advisors, an estimated $26.3M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q2 2017 was State Street, an estimated $8.07M sold.

Based on aggregated 13F filings for Q2 2017.