State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
117 hedge funds and large institutions have $295M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2018 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 18 reducing their positions, and 6 closing their positions.
222% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 18
217% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 6
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
23% more capital invested
Capital invested by funds: $240M → $295M (+$54.7M)
13% more funds holding
Funds holding: 104 → 117 (+13)
4.94% more ownership
Funds ownership: 47.15% → 52.09% (+4.9%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $362K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSL
Mackay Shields LLC
New York
|
+$12.5M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$10.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.16M |
| 4 |
RRC
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
+$3.05M |
| 5 |
Morgan Stanley
New York
|
+$2.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BP
Ballentine Partners
Waltham,
Massachusetts
|
-$978K |
| 2 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$621K |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$547K |
| 4 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$312K |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$283K |
EWX Hedge Fund Activity: Q1 2018 in Review
117 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q1 2018, worth a combined $295M — up 23% from $240M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new EWX positions and 6 closed out — a net gain of 13 holders — while 58 added to existing stakes and 18 trimmed.
The largest buyer was Mackay Shields LLC, opening a new position worth an estimated $12.5M. The largest seller was Ballentine Partners, cutting an estimated $978K.
- 117 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q1 2018, up from 104 in Q4 2017.
- Funds reported $295M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q1 2018, up 23% quarter-over-quarter.
- 19 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q1 2018 and 6 closed out, a net change of +13 holders.
- The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q1 2018 was Mackay Shields LLC, an estimated $12.5M added.
- The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q1 2018 was Ballentine Partners, an estimated $978K sold.
Based on aggregated 13F filings for Q1 2018.