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State Street SPDR S&P Emerging Markets Small Cap ETF

129 hedge funds and large institutions have $245M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

11% more capital invested

Capital invested by funds: $220M → $245M (+$24.7M)

9% more funds holding

Funds holding: 118129 (+11)

7.31% more ownership

Funds ownership: 46.78%54.09% (+7.3%)

5% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 41

Holders
129
Holders Change
+11
Holders Change %
+9.32%
% of All Funds
2.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
39
Reduced
41
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
101
Next Financial Group
Texas
$19K +$19.4K +459 New
AQA
102
Alpha Quant Advisors
Texas
$14K +$14.2K +336 New
SFA
103
Semmax Financial Advisors
North Carolina
$12K +$11.9K +282 New
AIC
104
Ameritas Investment Company
Nebraska
$10K +$9.79K +232 New
Citigroup
105
Citigroup
New York
$8K -$4.05K -96 -33%
MOS
106
MGO One Seven
Ohio
$8K +$8.77K +208 New
BBPWM
107
Blue Bell Private Wealth Management
Pennsylvania
$7K
GWMIA
108
Global Wealth Management Investment Advisory
Florida
$7K +$7.72K +183 New
CFGS
109
Concourse Financial Group Securities
Alabama
$6K -$6.2K -147 -47%
LFG
110
LifePlan Financial Group
Ohio
$6K
CAM
111
Cresset Asset Management
Illinois
$6K +$5.95K +141 New
PFGIA
112
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$2.87K -68 -34%
GRP
113
Global Retirement Partners
California
$5K
BlackRock
114
BlackRock
New York
$4K
AIM
115
Advantage Investment Management
Iowa
$4K +$633 +15 +20%
Barclays
116
Barclays
United Kingdom
$4K +$4.22K +100 New
PB
117
Pinnacle Bancorp
Nebraska
$4K +$4.22K +100 New
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$3K -$18.9K -448 -86%
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$3K -$2.11K -50 -39%
DBT
120
Dubuque Bank & Trust
Iowa
$3K
PA
121
Parallel Advisors
California
$2K -$150K -3,549 -98%
SIS
122
Sound Income Strategies
Florida
$2K
FCB
123
First Command Bank
Texas
$1K
FCFS
124
First Command Financial Services
Texas
$1K
PO
125
Private Ocean
California
$1K

EWX Hedge Fund Activity: Q4 2018 in Review

129 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q4 2018, worth a combined $245M — up 11% from $220M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new EWX positions and 18 closed out — a net gain of 12 holders — while 39 added to existing stakes and 41 trimmed.

The largest buyer was IndexIQ Advisors, adding an estimated $21.2M. The largest seller was Bank of America, cutting an estimated $4.3M.

  • 129 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q4 2018, up from 118 in Q3 2018.
  • Funds reported $245M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q4 2018, up 11% quarter-over-quarter.
  • 30 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q4 2018 and 18 closed out, a net change of +12 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q4 2018 was IndexIQ Advisors, an estimated $21.2M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q4 2018 was Bank of America, an estimated $4.3M sold.

Based on aggregated 13F filings for Q4 2018.