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State Street SPDR S&P Emerging Markets Small Cap ETF

163 hedge funds and large institutions have $633M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

38% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 48

7% more funds holding

Funds holding: 152163 (+11)

0.59% less ownership

Funds ownership: 75.61%75.02% (-0.59%)

1% less capital invested

Capital invested by funds: $640M → $633M (-$7.12M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
163
Holders Change
+11
Holders Change %
+7.24%
% of All Funds
2.35%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
66
Reduced
48
Closed
12
Calls
$17K
Puts
Net Calls
+$17K
Net Calls Change
-$68K
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
101
Raymond James Financial Services Advisors
Florida
$347K +$345K +6,220 New
TFS
102
Thoroughbred Financial Services
Tennessee
$341K -$89.2K -1,609 -21%
LPP
103
Life Planning Partners
Florida
$335K
CAN
104
Cetera Advisor Networks
California
$332K +$39.3K +710 +14%
WT
105
Whittier Trust
California
$322K -$29K -524 -8%
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$320K +$8.7K +157 +3%
WPW
107
Watershed Private Wealth
Illinois
$298K +$296K +5,348 New
MIA
108
MainStreet Investment Advisors
Illinois
$297K
PAG
109
Private Advisor Group
New Jersey
$293K -$14.9K -269 -5%
RCAG
110
Rehmann Capital Advisory Group
Michigan
$291K +$12.9K +233 +5%
IAN
111
Integrated Advisors Network
Texas
$287K
Wealthfront Advisers
112
Wealthfront Advisers
California
$286K +$30.4K +548 +12%
MPWT
113
MassMutual Private Wealth & Trust
Connecticut
$279K -$17.7K -320 -6%
IAG
114
Investment Advisory Group
Massachusetts
$272K +$270K +4,869 New
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$256K +$133K +2,401 +110%
Bank of New York Mellon
116
Bank of New York Mellon
New York
$244K -$1.16M -21,008 -83%
MF
117
Montis Financial
Massachusetts
$227K
FWP
118
Falcon Wealth Planning
California
$225K -$11.7K -212 -5%
DWP
119
Daymark Wealth Partners
Ohio
$223K
HAG
120
HF Advisory Group
Maryland
$220K +$218K +3,936 New
PS
121
Principal Securities
Iowa
$219K +$101K +1,827 +87%
SAM
122
Sequent Asset Management
Texas
$211K
OSAM
123
O'Shaughnessy Asset Management
Connecticut
$120K
Fidelity Investments
124
Fidelity Investments
Massachusetts
$113K +$74K +1,335 +195%
WTC
125
WhitTier Trust Company
Nevada
$101K +$29K +524 +41%

EWX Hedge Fund Activity: Q1 2024 in Review

163 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q1 2024, worth a combined $633M — down 1.1% from $640M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EWX positions and 12 closed out — a net gain of 12 holders — while 66 added to existing stakes and 48 trimmed.

The largest buyer was Bank of America, adding an estimated $16.7M. The largest seller was Creative Planning, cutting an estimated $32.7M.

  • 163 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q1 2024, up from 152 in Q4 2023.
  • Funds reported $633M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q1 2024, down 1.1% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q1 2024 and 12 closed out, a net change of +12 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q1 2024 was Bank of America, an estimated $16.7M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q1 2024 was Creative Planning, an estimated $32.7M sold.

Based on aggregated 13F filings for Q1 2024.