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State Street SPDR S&P Emerging Markets Small Cap ETF

130 hedge funds and large institutions have $449M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $450M → $449M (-$1.21M)

7% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 43

1.95% less ownership

Funds ownership: 69.63%67.68% (-2%)

5% less funds holding

Funds holding: 137130 (-7)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

Holders
130
Holders Change
-7
Holders Change %
-5.11%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
40
Reduced
43
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BSW
76
Buckingham Strategic Wealth
Missouri
$339K
EFS
77
Essex Financial Services
Connecticut
$337K
IAN
78
Integrated Advisors Network
Texas
$336K
RJA
79
Raymond James & Associates
Florida
$330K +$106K +2,088 +47%
WT
80
Whittier Trust
California
$322K
TFS
81
Thoroughbred Financial Services
Tennessee
$297K
RCAG
82
Rehmann Capital Advisory Group
Michigan
$279K
WPW
83
Watershed Private Wealth
Illinois
$275K
SFS
84
Sowell Financial Services
Arkansas
$272K +$273K +5,367 New
SPC
85
Sigma Planning Corp
Michigan
$263K +$1.37K +27 +0.5%
AFG
86
Atomi Financial Group
New York
$249K +$250K +4,914 New
VIM
87
Vista Investment Management
Pennsylvania
$247K +$248K +4,874 New
WCM
88
Wealthcare Capital Management
Virginia
$223K +$224K +4,409 New
FWP
89
Falcon Wealth Planning
California
$223K -$18.4K -362 -8%
FCI
90
Financial Counselors Inc
Kansas
$219K -$1.78K -35 -0.8%
LWCFA
91
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$152K +$153K +3,000 New
AF
92
Allworth Financial
California
$118K
US Bancorp
93
US Bancorp
Minnesota
$74.1K +$14.6K +288 +25%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$72.6K +$4.12K +81 +6%
William Blair & Company
95
William Blair & Company
Illinois
$70.7K +$8.9K +175 +14%
BAAM
96
Baker Avenue Asset Management
California
$69K
WTC
97
WhitTier Trust Company
Nevada
$64.8K
CA
98
Clearstead Advisors
Ohio
$61.5K
HI
99
Harbour Investments
Wisconsin
$60.4K -$18.6K -365 -23%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$52.7K -$102 -2 -0.2%

EWX Hedge Fund Activity: Q1 2023 in Review

130 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q1 2023, worth a combined $449M — down 0.27% from $450M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of EWX and 13 opened new positions — a net loss of 2 holders — while 43 trimmed existing stakes and 40 added.

The largest buyer was Affinity Wealth Management, opening a new position worth an estimated $12M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $20.7M sold.

  • 130 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q1 2023, down from 137 in Q4 2022.
  • Funds reported $449M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q1 2023, down 0.27% quarter-over-quarter.
  • 13 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q1 2023 and 15 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q1 2023 was Affinity Wealth Management, an estimated $12M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q1 2023 was Susquehanna International Group, an estimated $20.7M sold.

Based on aggregated 13F filings for Q1 2023.