State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
104 hedge funds and large institutions have $240M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 22 reducing their positions, and 8 closing their positions.
138% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 8
109% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 22
16% more capital invested
Capital invested by funds: $207M → $240M (+$33.1M)
12% more funds holding
Funds holding: 93 → 104 (+11)
4.03% more ownership
Funds ownership: 43.12% → 47.15% (+4%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $624K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$8.99M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$4.56M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$3.41M |
| 4 |
Morgan Stanley
New York
|
+$3.31M |
| 5 |
AC
AFAM Capital
Austin,
Texas
|
+$1.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aviva
London,
United Kingdom
|
-$2.13M |
| 2 |
VAIA
Virtus Alternative Investment Advisers
Hartford,
Connecticut
|
-$1.63M |
| 3 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$1.48M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.47M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.36M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
101
Sound Income Strategies
Ft Lauderdale,
Florida
| $2K | +$2.33K | +46 | New |
|
|
FCB
102
First Command Bank
Fort Worth,
Texas
| $1K | – | – | – |
|
|
FCFS
103
First Command Financial Services
Fort Worth,
Texas
| $1K | – | – | – |
|
|
OMC
104
Old Mission Capital
Chicago,
Illinois
| – | -$1.47M | -29,753 | Closed |
|
|
PFA
105
Pure Financial Advisors
San Diego,
California
| – | -$996K | -20,110 | Closed |
|
106
Jane Street
New York
| – | -$979K | -19,761 | Closed |
|
|
FTUS
107
Flow Traders U.S.
New York
| – | -$706K | -14,247 | Closed |
|
|
AP
108
Advisors Preferred
Rockville,
Maryland
| – | -$68K | -1,366 | Closed |
|
|
LM
109
Legg Mason
Baltimore,
Maryland
| – | -$53K | -1,068 | Closed |
|
|
AIM
110
Advantage Investment Management
Cedar Rapids,
Iowa
| – | -$4K | -75 | Closed |
|
|
GT
111
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$1K | -35 | Closed |
|
EWX Hedge Fund Activity: Q4 2017 in Review
104 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q4 2017, worth a combined $240M — up 16% from $207M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new EWX positions and 8 closed out — a net gain of 11 holders — while 46 added to existing stakes and 22 trimmed.
The largest buyer was Bank of America, adding an estimated $8.99M. The largest seller was Aviva, cutting an estimated $2.13M.
- 104 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q4 2017, up from 93 in Q3 2017.
- Funds reported $240M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q4 2017, up 16% quarter-over-quarter.
- 19 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q4 2017 and 8 closed out, a net change of +11 holders.
- The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q4 2017 was Bank of America, an estimated $8.99M added.
- The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q4 2017 was Aviva, an estimated $2.13M sold.
Based on aggregated 13F filings for Q4 2017.