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State Street SPDR S&P Emerging Markets Small Cap ETF

131 hedge funds and large institutions have $427M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 51 increasing their positions, 21 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 21

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

13% more funds holding

Funds holding: 116131 (+15)

5% more capital invested

Capital invested by funds: $406M → $427M (+$20.7M)

1.32% more ownership

Funds ownership: 62.95%64.27% (+1.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.24M

Holders
131
Holders Change
+15
Holders Change %
+12.93%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
51
Reduced
21
Closed
16
Calls
Puts
$3.24M
Net Calls
-$3.24M
Net Calls Change
-$810K
Name Holding Trade Value Shares
Change
Change in
Stake
MA
101
Montag & Associates
Georgia
$31K +$594 +10 +2%
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$31K +$15K +253 +95%
PFGIA
103
Patriot Financial Group Insurance Agency
Massachusetts
$30K
ACA
104
Aptus Capital Advisors
Alabama
$26K
RCM
105
Raleigh Capital Management
North Carolina
$25K +$25K +421 New
GWANC
106
Guardian Wealth Advisors (North Carolina)
North Carolina
$22K +$22.3K +376 New
HCP
107
Hexagon Capital Partners
Arkansas
$21K
NFG
108
Next Financial Group
Texas
$21K +$1.96K +33 +10%
RA
109
Rise Advisors
New York
$20.9K +$21K +353 New
DI
110
Disciplined Investments
Oklahoma
$20K -$831 -14 -4%
RIA
111
Richwood Investment Advisors
Ohio
$20K +$19.6K +330 New
MAM
112
Mystic Asset Management
Rhode Island
$16K +$16.3K +275 New
ADL
113
Asset Dedication LLC
California
$13K
CSWM
114
Cassady Schiller Wealth Management
Ohio
$13K +$13.4K +225 New
PFA
115
Professional Financial Advisors
Nebraska
$11K +$237 +4 +2%
AWA
116
Amplius Wealth Advisors
Pennsylvania
$10K +$10.2K +172 New
PA
117
Parallel Advisors
California
$9K
CIAS
118
Capital Investment Advisory Services
North Carolina
$6K -$25.4K -427 -81%
IRC
119
Investors Research Corp
Georgia
$3K
Fidelity Investments
120
Fidelity Investments
Massachusetts
$3K +$950 +16 +55%
AWM
121
Activest Wealth Management
Florida
$2K +$2.14K +36 New
PWMG
122
Prestige Wealth Management Group
New Jersey
$1K -$2.14K -36 -63%
BlackRock
123
BlackRock
New York
$1K
FCB
124
First Command Bank
Texas
$1K
FCFS
125
First Command Financial Services
Texas
$1K

EWX Hedge Fund Activity: Q4 2021 in Review

131 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q4 2021, worth a combined $427M — up 5.1% from $406M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new EWX positions and 16 closed out — a net gain of 16 holders — while 51 added to existing stakes and 21 trimmed.

The largest buyer was Creative Planning, adding an estimated $13.8M. The largest seller was IndexIQ Advisors, cutting an estimated $14.4M.

  • 131 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q4 2021, up from 116 in Q3 2021.
  • Funds reported $427M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q4 2021, up 5.1% quarter-over-quarter.
  • 32 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q4 2021 and 16 closed out, a net change of +16 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q4 2021 was Creative Planning, an estimated $13.8M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q4 2021 was IndexIQ Advisors, an estimated $14.4M sold.

Based on aggregated 13F filings for Q4 2021.