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State Street SPDR S&P Emerging Markets Small Cap ETF

163 hedge funds and large institutions have $633M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

38% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 48

7% more funds holding

Funds holding: 152163 (+11)

0.59% less ownership

Funds ownership: 75.61%75.02% (-0.59%)

1% less capital invested

Capital invested by funds: $640M → $633M (-$7.12M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
163
Holders Change
+11
Holders Change %
+7.24%
% of All Funds
2.35%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
66
Reduced
48
Closed
12
Calls
$17K
Puts
Net Calls
+$17K
Net Calls Change
-$68K
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
76
Regal Investment Advisors
Michigan
$647K +$222 +4 +0%
SFS
77
Sowell Financial Services
Arkansas
$630K +$18.8K +340 +3%
Corient Private Wealth
78
Corient Private Wealth
Florida
$558K +$16.7K +302 +3%
IFA
79
Index Fund Advisors
California
$540K +$7.59K +137 +1%
NMG
80
New Millennium Group
Utah
$537K +$58K +1,046 +12%
SS
81
Sound Stewardship
Kansas
$534K -$15.9K -287 -3%
SPA
82
Shore Point Advisors
New Jersey
$508K +$21.6K +389 +4%
HW
83
Hancock Whitney
Mississippi
$483K -$379K -6,832 -44%
SFG
84
SNS Financial Group
Minnesota
$482K -$9.97K -180 -2%
CAM
85
Cresset Asset Management
Illinois
$466K
WIP
86
WealthCare Investment Partners
Rhode Island
$465K +$53.9K +973 +13%
SWM
87
Solano Wealth Management
California
$435K +$432K +7,795 New
Comerica Bank
88
Comerica Bank
Texas
$433K +$277 +5 +0.1%
VA
89
Valmark Advisers
Ohio
$433K -$10.2K -184 -2%
AA
90
Addison Advisors
Vermont
$430K -$11.1K -200 -3%
BSW
91
Buckingham Strategic Wealth
Missouri
$398K -$2.05K -37 -0.5%
GC
92
Garde Capital
Washington
$391K +$389K +7,015 New
1WA
93
180 Wealth Advisors
Washington
$390K +$5.82K +105 +2%
WPC
94
White Pine Capital
Minnesota
$388K -$4.43K -80 -1%
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$386K +$383K +6,912 New
RJA
96
Raymond James & Associates
Florida
$384K -$12.6K -227 -3%
AFG
97
Atomi Financial Group
New York
$377K +$56.7K +1,024 +18%
CA
98
Cetera Advisors
Colorado
$356K +$45K +813 +15%
FHA
99
First Horizon Advisors
Tennessee
$352K -$2.77K -50 -0.8%
3AM
100
3EDGE Asset Management
Florida
$348K +$346K +6,239 New

EWX Hedge Fund Activity: Q1 2024 in Review

163 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q1 2024, worth a combined $633M — down 1.1% from $640M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EWX positions and 12 closed out — a net gain of 12 holders — while 66 added to existing stakes and 48 trimmed.

The largest buyer was Bank of America, adding an estimated $16.7M. The largest seller was Creative Planning, cutting an estimated $32.7M.

  • 163 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q1 2024, up from 152 in Q4 2023.
  • Funds reported $633M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q1 2024, down 1.1% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q1 2024 and 12 closed out, a net change of +12 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q1 2024 was Bank of America, an estimated $16.7M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q1 2024 was Creative Planning, an estimated $32.7M sold.

Based on aggregated 13F filings for Q1 2024.