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State Street SPDR S&P Emerging Markets Small Cap ETF

109 hedge funds and large institutions have $321M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $267M → $321M (+$54.8M)

0% more call options, than puts

Call options by funds: $257K | Put options by funds: $257K

1.89% less ownership

Funds ownership: 68.56%66.68% (-1.9%)

4% less funds holding

Funds holding: 114109 (-5)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

50% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 48

Holders
109
Holders Change
-5
Holders Change %
-4.39%
% of All Funds
2.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
24
Reduced
48
Closed
20
Calls
$257K
Puts
$257K
Net Calls
Net Calls Change
-$209K
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
$80K -$1.91K -51 -3%
William Blair & Company
77
William Blair & Company
Illinois
$59K -$22.6K -604 -29%
JP Morgan Chase
78
JP Morgan Chase
New York
$54K
WTC
79
WhitTier Trust Company
Nevada
$52K -$63.7K -1,700 -57%
CAN
80
Cetera Advisor Networks
California
$44K +$40.3K +1,075 New
RMC
81
Resources Management Corp
Connecticut
$41K
APA
82
American Portfolios Advisors
New York
$38.7K
CFGS
83
Concourse Financial Group Securities
Alabama
$27K -$17.8K -476 -42%
SF
84
Synovus Financial
Georgia
$27K +$187 +5 +0.8%
CAAS
85
Capital Asset Advisory Services
Michigan
$26K -$30.4K -812 -58%
VFA
86
Valeo Financial Advisors
Indiana
$22K +$20.3K +542 New
SFS
87
Sowell Financial Services
Arkansas
$19K -$7.46K -199 -31%
DI
88
Disciplined Investments
Oklahoma
$18K +$5.36K +143 +50%
LWA
89
Lenox Wealth Advisors
New York
$10K
GFPC
90
Global Financial Private Client
Florida
$8.52K
Citigroup
91
Citigroup
New York
$7K -$6.08M -162,213 -100%
GRP
92
Global Retirement Partners
California
$6K
FHA
93
Flagship Harbor Advisors
Massachusetts
$6K +$6.26K +167 New
LFG
94
LifePlan Financial Group
Ohio
$5K
IA
95
IFP Advisors
Florida
$4K -$30.1K -802 -88%
FA
96
Faithward Advisors
Pennsylvania
$4K
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$3K
PWMG
98
Prestige Wealth Management Group
New Jersey
$3K
IRC
99
Investors Research Corp
Georgia
$2K
MCM
100
Manchester Capital Management
Vermont
$2K

EWX Hedge Fund Activity: Q2 2020 in Review

109 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q2 2020, worth a combined $321M — up 21% from $267M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of EWX and 17 opened new positions — a net loss of 3 holders — while 48 trimmed existing stakes and 24 added.

The largest buyer was Jane Street, opening a new position worth an estimated $10.1M. The largest seller was Creative Planning, cutting an estimated $9.5M.

  • 109 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q2 2020, down from 114 in Q1 2020.
  • Funds reported $321M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q2 2020, up 21% quarter-over-quarter.
  • 17 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q2 2020 and 20 closed out, a net change of -3 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q2 2020 was Jane Street, an estimated $10.1M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q2 2020 was Creative Planning, an estimated $9.5M sold.

Based on aggregated 13F filings for Q2 2020.