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State Street SPDR S&P Emerging Markets Small Cap ETF

127 hedge funds and large institutions have $425M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% more ownership

Funds ownership: 64.27%64.3% (+0.03%)

1% less capital invested

Capital invested by funds: $427M → $425M (-$2.34M)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

3% less funds holding

Funds holding: 131127 (-4)

38% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 45

90% less call options, than puts

Call options by funds: $238K | Put options by funds: $2.34M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
127
Holders Change
-4
Holders Change %
-3.05%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
28
Reduced
45
Closed
20
Calls
$238K
Puts
$2.34M
Net Calls
-$2.1M
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
76
Coldstream Capital Management
Washington
$282K +$10.6K +186 +4%
OWA
77
Outlook Wealth Advisors
Texas
$272K -$2.73K -48 -1%
WI
78
WrapManager Inc
California
$245K -$2.62K -46 -1%
WCM
79
Wealthcare Capital Management
Virginia
$232K +$24K +421 +11%
Bank of New York Mellon
80
Bank of New York Mellon
New York
$228K -$251K -4,403 -52%
FTUS
81
Flow Traders U.S.
New York
$211K +$212K +3,721 New
AF
82
Allworth Financial
California
$143K
GIA
83
Goodwin Investment Advisory
Georgia
$90K
RIM
84
Rockbridge Investment Management
New York
$84.5K
US Bancorp
85
US Bancorp
Minnesota
$83K -$104K -1,828 -55%
WTC
86
WhitTier Trust Company
Nevada
$73K
CA
87
Clearstead Advisors
Ohio
$69K
William Blair & Company
88
William Blair & Company
Illinois
$69K
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$58K -$10.6K -186 -16%
RMC
90
Resources Management Corp
Connecticut
$50K -$7.12K -125 -13%
GRP
91
Global Retirement Partners
California
$46K +$51.6K +906 New
TFA
92
Transamerica Financial Advisors
Florida
$43K -$6.89K -121 -14%
JP Morgan Chase
93
JP Morgan Chase
New York
$42K -$161K -2,820 -79%
HWMA
94
Heritage Wealth Management (Arizona)
Arizona
$38K +$37.9K +666 New
APA
95
American Portfolios Advisors
New York
$36.8K
National Bank of Canada
96
National Bank of Canada
Quebec, Canada
$34K
4FG
97
4Thought Financial Group
New York
$32K -$4.84K -85 -13%
CFGS
98
Concourse Financial Group Securities
Alabama
$32K +$1.37K +24 +4%
MA
99
Montag & Associates
Georgia
$30K
RCM
100
Raleigh Capital Management
North Carolina
$24K

EWX Hedge Fund Activity: Q1 2022 in Review

127 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q1 2022, worth a combined $425M — down 0.55% from $427M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of EWX and 19 opened new positions — a net loss of 1 holder — while 45 trimmed existing stakes and 28 added.

The largest buyer was IndexIQ Advisors, adding an estimated $18.5M. The largest seller was Creative Planning, cutting an estimated $10.1M.

  • 127 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q1 2022, down from 131 in Q4 2021.
  • Funds reported $425M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q1 2022, down 0.55% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q1 2022 and 20 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q1 2022 was IndexIQ Advisors, an estimated $18.5M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q1 2022 was Creative Planning, an estimated $10.1M sold.

Based on aggregated 13F filings for Q1 2022.