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State Street SPDR S&P Emerging Markets Small Cap ETF

104 hedge funds and large institutions have $240M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 22 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

109% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 22

16% more capital invested

Capital invested by funds: $207M → $240M (+$33.1M)

12% more funds holding

Funds holding: 93104 (+11)

4.03% more ownership

Funds ownership: 43.12%47.15% (+4%)

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: $624K

Holders
104
Holders Change
+11
Holders Change %
+11.83%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
46
Reduced
22
Closed
8
Calls
Puts
$624K
Net Calls
-$624K
Net Calls Change
+$50K
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
76
SEI Investments
Pennsylvania
$231K +$3.04K +60 +1%
AG
77
Advisor Group
Arizona
$173K -$182K -3,589 -52%
CA
78
Calton & Associates
Florida
$145K +$134K +2,653 New
JP Morgan Chase
79
JP Morgan Chase
New York
$117K
APA
80
American Portfolios Advisors
New York
$105K +$102K +2,013 New
CC
81
Cassaday & Co
Virginia
$100K +$96.8K +1,912 +11,950%
GWM
82
Geneos Wealth Management
Colorado
$84K -$3.9K -77 -5%
DSI
83
Daiwa SB Investments
Japan
$81K +$9.62K +190 +14%
IA
84
IFP Advisors
Florida
$59K +$10.7K +211 +23%
SWP
85
Stratos Wealth Partners
Ohio
$50K +$49.1K +971 New
PA
86
Parallel Advisors
California
$37K
BBPWM
87
Blue Bell Private Wealth Management
Pennsylvania
$15K
AWA
88
Acorn Wealth Advisors
Michigan
$13K +$12.1K +239 New
PMFA
89
Plante Moran Financial Advisors
Michigan
$13K +$12.8K +252 New
HFP
90
Holistic Financial Partners
Indiana
$12K +$11.5K +227 New
Citigroup
91
Citigroup
New York
$11K +$202 +4 +2%
AIS
92
Accurate Investment Solutions
Pennsylvania
$11K +$10.6K +210 New
MOS
93
MGO One Seven
Ohio
$11K +$10.6K +210 New
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$9K -$17.7K -350 -68%
BlackRock
95
BlackRock
New York
$7K
GRP
96
Global Retirement Partners
California
$6K
PFGIA
97
Patriot Financial Group Insurance Agency
Massachusetts
$4K
AF
98
Advisornet Financial
Minnesota
$4K +$3.9K +77 New
US Bancorp
99
US Bancorp
Minnesota
$2K
BWM
100
Baystate Wealth Management
Massachusetts
$2K +$1.52K +30 New

EWX Hedge Fund Activity: Q4 2017 in Review

104 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q4 2017, worth a combined $240M — up 16% from $207M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EWX positions and 8 closed out — a net gain of 11 holders — while 46 added to existing stakes and 22 trimmed.

The largest buyer was Bank of America, adding an estimated $8.99M. The largest seller was Aviva, cutting an estimated $2.13M.

  • 104 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q4 2017, up from 93 in Q3 2017.
  • Funds reported $240M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q4 2017, up 16% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q4 2017 and 8 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q4 2017 was Bank of America, an estimated $8.99M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q4 2017 was Aviva, an estimated $2.13M sold.

Based on aggregated 13F filings for Q4 2017.