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State Street SPDR S&P Emerging Markets Small Cap ETF

170 hedge funds and large institutions have $528M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 61 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

6% more funds holding

Funds holding: 161170 (+9)

5% more capital invested

Capital invested by funds: $501M → $528M (+$27.3M)

0.32% less ownership

Funds ownership: 68.63%68.31% (-0.32%)

28% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 61

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $225K

Holders
170
Holders Change
+9
Holders Change %
+5.59%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
19
Increased
44
Reduced
61
Closed
8
Calls
Puts
$225K
Net Calls
-$225K
Net Calls Change
-$225K
Name Holding Trade Value Shares
Change
Change in
Stake
HW
76
Hancock Whitney
Mississippi
$554K -$70.3K -1,208 -12%
BRWA
77
B. Riley Wealth Advisors
Florida
$547K -$318K -5,465 -38%
CAM
78
Cresset Asset Management
Illinois
$521K
3AM
79
3EDGE Asset Management
Florida
$481K -$117K -2,010 -21%
VF
80
Virtu Financial
New York
$478K +$447K +7,668 New
VA
81
Valmark Advisers
Ohio
$476K -$4.25K -73 -0.9%
AA
82
Addison Advisors
Vermont
$468K +$6.7K +115 +2%
Bank of New York Mellon
83
Bank of New York Mellon
New York
$466K -$391K -6,711 -47%
Focus Partners Wealth
84
Focus Partners Wealth
Massachusetts
$444K +$415K +7,125 New
GC
85
Garde Capital
Washington
$438K
TFS
86
Thoroughbred Financial Services
Tennessee
$437K
RJA
87
Raymond James & Associates
Florida
$435K +$116 +2 +0%
WPC
88
White Pine Capital
Minnesota
$427K
1WA
89
180 Wealth Advisors
Washington
$419K -$8.39K -144 -2%
Comerica Bank
90
Comerica Bank
Texas
$398K -$18K -309 -5%
FHA
91
First Horizon Advisors
Tennessee
$394K
SS
92
Sound Stewardship
Kansas
$379K -$42.2K -724 -11%
LPP
93
Life Planning Partners
Florida
$374K
SFG
94
SNS Financial Group
Minnesota
$360K -$5.07K -87 -1%
WAP
95
Wealthcare Advisory Partners
Pennsylvania
$360K -$3.09K -53 -0.9%
WT
96
Whittier Trust
California
$360K
Wealthfront Advisers
97
Wealthfront Advisers
California
$351K +$8.04K +138 +3%
RCAG
98
Rehmann Capital Advisory Group
Michigan
$338K +$7.51K +129 +2%
WPW
99
Watershed Private Wealth
Illinois
$334K
IAN
100
Integrated Advisors Network
Texas
$321K

EWX Hedge Fund Activity: Q3 2024 in Review

170 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q3 2024, worth a combined $528M — up 5.5% from $501M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EWX positions and 8 closed out — a net gain of 11 holders — while 44 added to existing stakes and 61 trimmed.

The largest buyer was Merit Financial Group, adding an estimated $2.9M. The largest seller was Creative Planning, cutting an estimated $17.1M.

  • 170 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q3 2024, up from 161 in Q2 2024.
  • Funds reported $528M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q3 2024, up 5.5% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q3 2024 and 8 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q3 2024 was Merit Financial Group, an estimated $2.9M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q3 2024 was Creative Planning, an estimated $17.1M sold.

Based on aggregated 13F filings for Q3 2024.