State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
94 hedge funds and large institutions have $160M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2016 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 14 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
79% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 14
19% more capital invested
Capital invested by funds: $134M → $160M (+$26M)
12% more funds holding
Funds holding: 84 → 94 (+10)
5.96% more ownership
Funds ownership: 41.34% → 47.29% (+6%)
9% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 32
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $278K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IndexIQ Advisors
New York
|
+$8.05M |
| 2 |
FIG
FundX Investment Group
San Francisco,
California
|
+$6.17M |
| 3 |
M&T Bank
Buffalo,
New York
|
+$5.45M |
| 4 |
Jane Street
New York
|
+$5.19M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$4.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
-$7.77M |
| 2 |
GC
Grimes & Company
Westborough,
Massachusetts
|
-$6.36M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.84M |
| 4 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$856K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$786K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Mariner
Overland Park,
Kansas
| – | -$203K | -4,709 | Closed |
|
|
MWM
102
Mission Wealth Management
Santa Barbara,
California
| – | -$203K | -4,700 | Closed |
|
|
AP
103
Advisors Preferred
Rockville,
Maryland
| – | -$183K | -4,249 | Closed |
|
|
CAL
104
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$37.4K | -867 | Closed |
|
|
BWA
105
Burt Wealth Advisors
North Bethesda,
Maryland
| – | -$5K | -145 | Closed |
|
|
NFG
106
Next Financial Group
Houston,
Texas
| – | -$5K | -119 | Closed |
|
|
CWM
107
Concert Wealth Management
San Jose,
California
| – | -$5K | -114 | Closed |
|
EWX Hedge Fund Activity: Q4 2016 in Review
94 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q4 2016, worth a combined $160M — up 19% from $134M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new EWX positions and 14 closed out — a net gain of 11 holders — while 29 added to existing stakes and 32 trimmed.
The largest buyer was IndexIQ Advisors, adding an estimated $8.05M. The largest seller was Bessemer Group, exiting entirely with an estimated $7.77M sold.
- 94 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q4 2016, up from 84 in Q3 2016.
- Funds reported $160M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q4 2016, up 19% quarter-over-quarter.
- 25 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q4 2016 and 14 closed out, a net change of +11 holders.
- The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q4 2016 was IndexIQ Advisors, an estimated $8.05M added.
- The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q4 2016 was Bessemer Group, an estimated $7.77M sold.
Based on aggregated 13F filings for Q4 2016.