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State Street SPDR S&P Emerging Markets Small Cap ETF

135 hedge funds and large institutions have $585M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 46 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

30% more capital invested

Capital invested by funds: $449M → $585M (+$137M)

7.63% more ownership

Funds ownership: 67.68%75.3% (+7.6%)

4% more funds holding

Funds holding: 130135 (+5)

0% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 46

Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
2.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
46
Reduced
46
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
76
MassMutual Private Wealth & Trust
Connecticut
$389K -$6.45K -125 -2%
Bank of New York Mellon
77
Bank of New York Mellon
New York
$388K -$110K -2,136 -22%
SPA
78
Shore Point Advisors
New Jersey
$386K -$13.4K -260 -3%
FHA
79
First Horizon Advisors
Tennessee
$374K
BSW
80
Buckingham Strategic Wealth
Missouri
$370K +$5.62K +109 +2%
WPC
81
White Pine Capital
Minnesota
$363K
EFS
82
Essex Financial Services
Connecticut
$349K
RJA
83
Raymond James & Associates
Florida
$344K +$1.86K +36 +0.6%
WT
84
Whittier Trust
California
$334K
Corient Private Wealth
85
Corient Private Wealth
Florida
$330K -$106K -2,051 -25%
AFG
86
Atomi Financial Group
New York
$307K +$47.6K +923 +19%
TFS
87
Thoroughbred Financial Services
Tennessee
$296K -$11.2K -217 -4%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$290K -$86.3K -1,674 -23%
WPW
89
Watershed Private Wealth
Illinois
$285K
RCAG
90
Rehmann Capital Advisory Group
Michigan
$280K -$9.28K -180 -3%
IAN
91
Integrated Advisors Network
Texas
$270K -$77.3K -1,500 -23%
WCM
92
Wealthcare Capital Management
Virginia
$267K +$35.3K +685 +16%
FCI
93
Financial Counselors Inc
Kansas
$227K
FWP
94
Falcon Wealth Planning
California
$223K -$7.94K -154 -4%
JFGLC
95
Johnson Financial Group LLC (Colorado)
Colorado
$216K +$212K +4,110 New
IAG
96
Investment Advisory Group
Massachusetts
$206K +$202K +3,921 New
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$123K +$64.2K +1,246 +120%
AF
98
Allworth Financial
California
$122K
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$71.6K -$3.66K -71 -5%
BAAM
100
Baker Avenue Asset Management
California
$71.5K

EWX Hedge Fund Activity: Q2 2023 in Review

135 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q2 2023, worth a combined $585M — up 30% from $449M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EWX positions and 6 closed out — a net gain of 5 holders — while 46 added to existing stakes and 46 trimmed.

The largest buyer was New York Life Investment Management, adding an estimated $87.7M. The largest seller was Parcion Private Wealth, cutting an estimated $9.59M.

  • 135 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q2 2023, up from 130 in Q1 2023.
  • Funds reported $585M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q2 2023, up 30% quarter-over-quarter.
  • 11 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q2 2023 and 6 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q2 2023 was New York Life Investment Management, an estimated $87.7M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q2 2023 was Parcion Private Wealth, an estimated $9.59M sold.

Based on aggregated 13F filings for Q2 2023.