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State Street SPDR S&P Emerging Markets Small Cap ETF

125 hedge funds and large institutions have $355M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 38

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

2% less funds holding

Funds holding: 127125 (-2)

1.77% less ownership

Funds ownership: 64.3%62.53% (-1.8%)

16% less capital invested

Capital invested by funds: $425M → $355M (-$70M)

Holders
125
Holders Change
-2
Holders Change %
-1.57%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
44
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCP
101
Hexagon Capital Partners
Arkansas
$18K
RA
102
Rise Advisors
New York
$17K +$210 +4 +1%
AC
103
AlphaCore Capital
California
$15K
GWANC
104
Guardian Wealth Advisors (North Carolina)
North Carolina
$14K
AA
105
Addison Advisors
Vermont
$14K +$5.73K +109 +61%
DI
106
Disciplined Investments
Oklahoma
$12K -$3.73K -71 -22%
ADL
107
Asset Dedication LLC
California
$11K
APA
108
American Portfolios Advisors
New York
$9.97K -$23.4K -445 -68%
HWMA
109
Heritage Wealth Management (Arizona)
Arizona
$9.2K -$25.1K -477 -72%
PFA
110
Professional Financial Advisors
Nebraska
$9K +$105 +2 +1%
IA
111
IFP Advisors
Florida
$6K
CIAS
112
Capital Investment Advisory Services
North Carolina
$6K +$1.52K +29 +30%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$2K -$5.21K -99 -69%
IRC
114
Investors Research Corp
Georgia
$2K
BRWM
115
B. Riley Wealth Management
Tennessee
$1.22K +$767K +14,593 +140%
BlackRock
116
BlackRock
New York
$1K
FCB
117
First Command Bank
Texas
$1K
FCFS
118
First Command Financial Services
Texas
$1K
First Manhattan
119
First Manhattan
New York
$1K
PWMG
120
Prestige Wealth Management Group
New Jersey
$1K
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$51
Goldman Sachs
122
Goldman Sachs
New York
-$3.36M -59,326 Closed
IC
123
Innealta Capital
Texas
-$2.06M -36,421 Closed
CIAS
124
CFS Investment Advisory Services
New Jersey
-$3K -16,994 Closed
FF
125
Financial Futures
New Jersey
-$771K -13,610 Closed

EWX Hedge Fund Activity: Q2 2022 in Review

125 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q2 2022, worth a combined $355M — down 16% from $425M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of EWX and 12 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 44 added.

The largest buyer was New York Life Investment Management, opening a new position worth an estimated $24.7M. The largest seller was Creative Planning, cutting an estimated $14.6M.

  • 125 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q2 2022, down from 127 in Q1 2022.
  • Funds reported $355M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q2 2022, down 16% quarter-over-quarter.
  • 12 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q2 2022 and 13 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q2 2022 was New York Life Investment Management, an estimated $24.7M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q2 2022 was Creative Planning, an estimated $14.6M sold.

Based on aggregated 13F filings for Q2 2022.