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State Street SPDR S&P Emerging Markets Small Cap ETF

129 hedge funds and large institutions have $245M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

11% more capital invested

Capital invested by funds: $220M → $245M (+$24.7M)

9% more funds holding

Funds holding: 118129 (+11)

7.31% more ownership

Funds ownership: 46.78%54.09% (+7.3%)

5% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 41

Holders
129
Holders Change
+11
Holders Change %
+9.32%
% of All Funds
2.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
39
Reduced
41
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$254K -$68K -1,613 -21%
JWM
77
JFG Wealth Management
Colorado
$240K +$247K +5,861 New
AF
78
Allworth Financial
California
$239K -$15.4K -366 -6%
CPIG
79
Chicago Partners Investment Group
Illinois
$233K +$230K +5,450 New
LTFS
80
Ladenburg Thalmann Financial Services
Florida
$230K +$6.45K +153 +3%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$222K -$74.9K -1,776 -25%
MML Investors Services
82
MML Investors Services
Massachusetts
$220K -$13.3K -316 -6%
WTC
83
WhitTier Trust Company
Nevada
$213K
LPWM
84
Lake Point Wealth Management
Texas
$211K +$218K +5,161 New
WCM
85
Wealthcare Capital Management
Virginia
$210K +$29.9K +708 +16%
PA
86
Paracle Advisors
Washington
$207K +$213K +5,057 New
SEI Investments
87
SEI Investments
Pennsylvania
$175K +$57.9K +1,373 +47%
BHWM
88
Bay Harbor Wealth Management
Maryland
$144K +$148K +3,510 New
JP Morgan Chase
89
JP Morgan Chase
New York
$125K +$3K +71 +2%
IA
90
IFP Advisors
Florida
$123K +$67.3K +1,595 +114%
GWM
91
Geneos Wealth Management
Colorado
$115K -$22.5K -534 -16%
AF
92
Advisornet Financial
Minnesota
$86K +$28K +663 +46%
US Bancorp
93
US Bancorp
Minnesota
$77K +$77.2K +1,829 +4,157%
AIS
94
Accurate Investment Solutions
Pennsylvania
$65K -$211 -5 -0.3%
NWM
95
Northwest Wealth Management
Iowa
$47K +$26.8K +636 +122%
RMC
96
Resources Management Corp
Connecticut
$40K
SF
97
Synovus Financial
Georgia
$40K +$591 +14 +1%
APA
98
American Portfolios Advisors
New York
$34.9K -$48.9K -1,160 -58%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$25K
CHP
100
Cable Hill Partners
Oregon
$25K +$25.3K +600 New

EWX Hedge Fund Activity: Q4 2018 in Review

129 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q4 2018, worth a combined $245M — up 11% from $220M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new EWX positions and 18 closed out — a net gain of 12 holders — while 39 added to existing stakes and 41 trimmed.

The largest buyer was IndexIQ Advisors, adding an estimated $21.2M. The largest seller was Bank of America, cutting an estimated $4.3M.

  • 129 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q4 2018, up from 118 in Q3 2018.
  • Funds reported $245M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q4 2018, up 11% quarter-over-quarter.
  • 30 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q4 2018 and 18 closed out, a net change of +12 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q4 2018 was IndexIQ Advisors, an estimated $21.2M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q4 2018 was Bank of America, an estimated $4.3M sold.

Based on aggregated 13F filings for Q4 2018.