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State Street SPDR S&P Emerging Markets Small Cap ETF

118 hedge funds and large institutions have $422M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 39 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $385M → $422M (+$37.7M)

0.22% less ownership

Funds ownership: 64.59%64.37% (-0.22%)

3% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 39

2% less funds holding

Funds holding: 121118 (-3)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.42M

Holders
118
Holders Change
-3
Holders Change %
-2.48%
% of All Funds
2.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
38
Reduced
39
Closed
19
Calls
Puts
$3.42M
Net Calls
-$3.42M
Net Calls Change
-$139K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
76
Stifel Financial
Missouri
$232K +$1.64K +28 +0.7%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$231K +$586 +10 +0.3%
HI
78
Harbour Investments
Wisconsin
$225K +$35.6K +608 +20%
CAG
79
Csenge Advisory Group
Florida
$207K +$198K +3,379 New
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$204K +$195K +3,332 New
RRC
81
Relaxing Retirement Coach
Massachusetts
$202K -$184K -3,148 -49%
DA
82
DCM Advisors
New York
$177K
HWMA
83
Heritage Wealth Management (Arizona)
Arizona
$171K +$163K +2,781 New
AF
84
Allworth Financial
California
$155K -$1.64K -28 -1%
GIA
85
Goodwin Investment Advisory
Georgia
$97K
RIM
86
Rockbridge Investment Management
New York
$90K
US Bancorp
87
US Bancorp
Minnesota
$79K +$60.9K +1,039 +417%
WTC
88
WhitTier Trust Company
Nevada
$78K
William Blair & Company
89
William Blair & Company
Illinois
$75K
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$74K +$46.2K +788 +188%
RMC
91
Resources Management Corp
Connecticut
$61K
TFA
92
Transamerica Financial Advisors
Florida
$59K -$1.82K -31 -3%
GRP
93
Global Retirement Partners
California
$51K +$48.7K +832 New
PFGIA
94
Patriot Financial Group Insurance Agency
Massachusetts
$43K -$527 -9 -1%
4FG
95
4Thought Financial Group
New York
$41K -$24K -409 -38%
APA
96
American Portfolios Advisors
New York
$39.9K
CIAS
97
Capital Investment Advisory Services
North Carolina
$37K +$35.3K +603 New
CFGS
98
Concourse Financial Group Securities
Alabama
$36K +$2.34K +40 +7%
MA
99
Montag & Associates
Georgia
$32K +$234 +4 +0.8%
ACA
100
Aptus Capital Advisors
Alabama
$29K

EWX Hedge Fund Activity: Q2 2021 in Review

118 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q2 2021, worth a combined $422M — up 9.8% from $385M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of EWX and 17 opened new positions — a net loss of 2 holders — while 39 trimmed existing stakes and 38 added.

The largest buyer was Crestone Asset Management, opening a new position worth an estimated $5.12M. The largest seller was Geneos Wealth Management, cutting an estimated $9.24M.

  • 118 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q2 2021, down from 121 in Q1 2021.
  • Funds reported $422M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q2 2021, up 9.8% quarter-over-quarter.
  • 17 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q2 2021 and 19 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q2 2021 was Crestone Asset Management, an estimated $5.12M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q2 2021 was Geneos Wealth Management, an estimated $9.24M sold.

Based on aggregated 13F filings for Q2 2021.