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State Street SPDR S&P Emerging Markets Small Cap ETF

131 hedge funds and large institutions have $427M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 51 increasing their positions, 21 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 21

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

13% more funds holding

Funds holding: 116131 (+15)

5% more capital invested

Capital invested by funds: $406M → $427M (+$20.7M)

1.32% more ownership

Funds ownership: 62.95%64.27% (+1.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.24M

Holders
131
Holders Change
+15
Holders Change %
+12.93%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
51
Reduced
21
Closed
16
Calls
Puts
$3.24M
Net Calls
-$3.24M
Net Calls Change
-$810K
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
76
Outlook Wealth Advisors
Texas
$287K -$2.73K -46 -0.9%
CCM
77
Coldstream Capital Management
Washington
$284K +$1.6K +27 +0.6%
WI
78
WrapManager Inc
California
$259K -$8.67K -146 -3%
NGA
79
Naples Global Advisors
Florida
$222K +$222K +3,736 New
UCFA
80
United Capital Financial Advisors
Texas
$222K +$222K +3,742 New
WCM
81
Wealthcare Capital Management
Virginia
$218K +$12.4K +209 +6%
JP Morgan Chase
82
JP Morgan Chase
New York
$211K +$211K +3,560 New
CAG
83
Csenge Advisory Group
Florida
$207K +$201K +3,379 New
US Bancorp
84
US Bancorp
Minnesota
$196K +$120K +2,019 +158%
AF
85
Allworth Financial
California
$150K
HI
86
Harbour Investments
Wisconsin
$112K -$44.9K -756 -29%
GIA
87
Goodwin Investment Advisory
Georgia
$94K
RIM
88
Rockbridge Investment Management
New York
$87K
RPCONE
89
Retirement Planning Company of New England
Rhode Island
$87K +$87.4K +1,472 New
WTC
90
WhitTier Trust Company
Nevada
$76K
William Blair & Company
91
William Blair & Company
Illinois
$72K
CA
92
Clearstead Advisors
Ohio
$72K +$72.1K +1,215 New
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$71K -$891 -15 -1%
RMC
94
Resources Management Corp
Connecticut
$59K
TFA
95
Transamerica Financial Advisors
Florida
$53K +$1.36K +23 +3%
4FG
96
4Thought Financial Group
New York
$39K +$712 +12 +2%
APA
97
American Portfolios Advisors
New York
$38.6K
National Bank of Canada
98
National Bank of Canada
Quebec, Canada
$36K +$35.9K +605 New
CA
99
CoreCap Advisors
Michigan
$36K +$36.4K +613 New
CFGS
100
Concourse Financial Group Securities
Alabama
$32K -$1.13K -19 -3%

EWX Hedge Fund Activity: Q4 2021 in Review

131 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q4 2021, worth a combined $427M — up 5.1% from $406M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new EWX positions and 16 closed out — a net gain of 16 holders — while 51 added to existing stakes and 21 trimmed.

The largest buyer was Creative Planning, adding an estimated $13.8M. The largest seller was IndexIQ Advisors, cutting an estimated $14.4M.

  • 131 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q4 2021, up from 116 in Q3 2021.
  • Funds reported $427M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q4 2021, up 5.1% quarter-over-quarter.
  • 32 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q4 2021 and 16 closed out, a net change of +16 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q4 2021 was Creative Planning, an estimated $13.8M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q4 2021 was IndexIQ Advisors, an estimated $14.4M sold.

Based on aggregated 13F filings for Q4 2021.