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State Street SPDR S&P Emerging Markets Small Cap ETF

127 hedge funds and large institutions have $425M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% more ownership

Funds ownership: 64.27%64.3% (+0.03%)

1% less capital invested

Capital invested by funds: $427M → $425M (-$2.34M)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

3% less funds holding

Funds holding: 131127 (-4)

38% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 45

90% less call options, than puts

Call options by funds: $238K | Put options by funds: $2.34M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
127
Holders Change
-4
Holders Change %
-3.05%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
28
Reduced
45
Closed
20
Calls
$238K
Puts
$2.34M
Net Calls
-$2.1M
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$22K +$22.8K +400 New
ACA
102
Aptus Capital Advisors
Alabama
$21K -$4.44K -78 -18%
HCP
103
Hexagon Capital Partners
Arkansas
$21K
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$20K -$9.4K -165 -32%
RA
105
Rise Advisors
New York
$20K
DI
106
Disciplined Investments
Oklahoma
$18K -$1.08K -19 -6%
GWANC
107
Guardian Wealth Advisors (North Carolina)
North Carolina
$17K -$4.44K -78 -21%
AC
108
AlphaCore Capital
California
$17K +$17.4K +305 New
ADL
109
Asset Dedication LLC
California
$13K
PFA
110
Professional Financial Advisors
Nebraska
$11K
AA
111
Addison Advisors
Vermont
$10K +$10.1K +178 New
PA
112
Parallel Advisors
California
$9K +$570 +10 +7%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$8K +$5.64K +99 +220%
CIAS
114
Capital Investment Advisory Services
North Carolina
$6K
PFS
115
Prospera Financial Services
Texas
$6K +$6.1K +107 New
IA
116
IFP Advisors
Florida
$6K +$7.24K +127 New
IRC
117
Investors Research Corp
Georgia
$3K
CIAS
118
CFS Investment Advisory Services
New Jersey
$3K +$968K +16,994 New
CP
119
Castleview Partners
Texas
$2K -$163K -2,857 -98%
TFS
120
TrustCore Financial Services
Tennessee
$2K +$2.05K +36 New
ACK
121
Andrew C. Karlinski
$1K
BlackRock
122
BlackRock
New York
$1K
FCB
123
First Command Bank
Texas
$1K
FCFS
124
First Command Financial Services
Texas
$1K
PWMG
125
Prestige Wealth Management Group
New Jersey
$1K

EWX Hedge Fund Activity: Q1 2022 in Review

127 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q1 2022, worth a combined $425M — down 0.55% from $427M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of EWX and 19 opened new positions — a net loss of 1 holder — while 45 trimmed existing stakes and 28 added.

The largest buyer was IndexIQ Advisors, adding an estimated $18.5M. The largest seller was Creative Planning, cutting an estimated $10.1M.

  • 127 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q1 2022, down from 131 in Q4 2021.
  • Funds reported $425M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q1 2022, down 0.55% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q1 2022 and 20 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q1 2022 was IndexIQ Advisors, an estimated $18.5M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q1 2022 was Creative Planning, an estimated $10.1M sold.

Based on aggregated 13F filings for Q1 2022.