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State Street SPDR S&P Emerging Markets Small Cap ETF

118 hedge funds and large institutions have $220M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 30

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

4% more funds holding

Funds holding: 113118 (+5)

0.11% less ownership

Funds ownership: 46.89%46.78% (-0.11%)

6% less capital invested

Capital invested by funds: $234M → $220M (-$13.7M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
118
Holders Change
+5
Holders Change %
+4.42%
% of All Funds
2.7%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
50
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
101
Blue Bell Private Wealth Management
Pennsylvania
$8K -$5.82K -125 -42%
FHA
102
Flagship Harbor Advisors
Massachusetts
$8K
LFG
103
LifePlan Financial Group
Ohio
$6K -$16.9K -364 -72%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$6K -$1.02K -22 -15%
GRP
105
Global Retirement Partners
California
$5K
BlackRock
106
BlackRock
New York
$4K
AIM
107
Advantage Investment Management
Iowa
$4K +$3.49K +75 New
Fidelity Investments
108
Fidelity Investments
Massachusetts
$3K +$2.93K +63 New
DBT
109
Dubuque Bank & Trust
Iowa
$3K +$3.26K +70 New
US Bancorp
110
US Bancorp
Minnesota
$2K -$4.66K -100 -69%
SIS
111
Sound Income Strategies
Florida
$2K
FCB
112
First Command Bank
Texas
$1K
FCFS
113
First Command Financial Services
Texas
$1K
SFM
114
Signet Financial Management
New Jersey
$1K
PO
115
Private Ocean
California
$1K +$698 +15 New
OIA
116
OneDigital Investment Advisors
Kansas
-$9.7M -204,376 Closed
Goldman Sachs
117
Goldman Sachs
New York
-$1.14M -24,034 Closed
BRF
118
B. Riley Financial
California
-$1.04M -21,874 Closed
LFAS
119
Level Four Advisory Services
Texas
-$852K -17,948 Closed
RA
120
RFG Advisory
Alabama
-$276K -5,818 Closed
Mariner
121
Mariner
Kansas
-$238K -5,014 Closed
AWA
122
Acorn Wealth Advisors
Michigan
-$60K -1,272 Closed
BWM
123
Baystate Wealth Management
Massachusetts
-$6K -136 Closed
PCIA
124
Prime Capital Investment Advisors
Kansas
-$2K -46 Closed
KF
125
Krilogy Financial
Missouri
+$93 +2 New

EWX Hedge Fund Activity: Q3 2018 in Review

118 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q3 2018, worth a combined $220M — down 5.9% from $234M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EWX positions and 10 closed out — a net gain of 5 holders — while 50 added to existing stakes and 30 trimmed.

The largest buyer was Bank of America, adding an estimated $2.34M. The largest seller was OneDigital Investment Advisors, exiting entirely with an estimated $9.7M sold.

  • 118 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q3 2018, up from 113 in Q2 2018.
  • Funds reported $220M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q3 2018, down 5.9% quarter-over-quarter.
  • 15 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q3 2018 and 10 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q3 2018 was Bank of America, an estimated $2.34M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q3 2018 was OneDigital Investment Advisors, an estimated $9.7M sold.

Based on aggregated 13F filings for Q3 2018.