We are live on ! Find out more
EWX icon

State Street SPDR S&P Emerging Markets Small Cap ETF

130 hedge funds and large institutions have $449M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $450M → $449M (-$1.21M)

7% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 43

1.95% less ownership

Funds ownership: 69.63%67.68% (-2%)

5% less funds holding

Funds holding: 137130 (-7)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

Holders
130
Holders Change
-7
Holders Change %
-5.11%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
40
Reduced
43
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
101
Global Retirement Partners
California
$47K
MAWA
102
Moss Adams Wealth Advisors
Washington
$37.1K
PTC
103
Private Trust Company
Ohio
$29.2K
MA
104
Montag & Associates
Georgia
$27.6K
4FG
105
4Thought Financial Group
New York
$24.1K +$864 +17 +4%
ACA
106
Aptus Capital Advisors
Alabama
$18.6K
RA
107
Rise Advisors
New York
$18.4K
Qube Research & Technologies (QRT)
108
Qube Research & Technologies (QRT)
United Kingdom
$14.8K -$60.6K -1,191 -80%
NA
109
NewEdge Advisors
Louisiana
$12.7K
Fidelity Investments
110
Fidelity Investments
Massachusetts
$11.7K +$8.74K +172 +297%
CSWM
111
Cassady Schiller Wealth Management
Ohio
$11.4K
ADL
112
Asset Dedication LLC
California
$11K -$2.19K -43 -16%
RMC
113
Resources Management Corp
Connecticut
$10K -$41.9K -825 -94%
HCP
114
Hexagon Capital Partners
Arkansas
$8.96K
KM
115
Kalos Management
Georgia
$8.46K
DI
116
Disciplined Investments
Oklahoma
$8.21K -$1.37K -27 -14%
BAM
117
Belpointe Asset Management
Nevada
$8K -$1.63K -32 -17%
NECFA
118
New England Capital Financial Advisors
Connecticut
$5.12K
CIAS
119
Capital Investment Advisory Services
North Carolina
$3.55K +$3.56K +70 New
IRC
120
Investors Research Corp
Georgia
$2.28K
TAM
121
Tucker Asset Management
Colorado
$1.87K +$864 +17 +85%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$1.77K
PWMG
123
Prestige Wealth Management Group
New Jersey
$1.06K
CSPIA
124
Cary Street Partners Investment Advisory
Virginia
$1.01K
First Manhattan
125
First Manhattan
New York
$962

EWX Hedge Fund Activity: Q1 2023 in Review

130 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q1 2023, worth a combined $449M — down 0.27% from $450M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of EWX and 13 opened new positions — a net loss of 2 holders — while 43 trimmed existing stakes and 40 added.

The largest buyer was Affinity Wealth Management, opening a new position worth an estimated $12M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $20.7M sold.

  • 130 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q1 2023, down from 137 in Q4 2022.
  • Funds reported $449M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q1 2023, down 0.27% quarter-over-quarter.
  • 13 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q1 2023 and 15 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q1 2023 was Affinity Wealth Management, an estimated $12M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q1 2023 was Susquehanna International Group, an estimated $20.7M sold.

Based on aggregated 13F filings for Q1 2023.