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State Street SPDR S&P Emerging Markets Small Cap ETF
EWX

161 hedge funds and large institutions have $501M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 57

1% less funds holding

Funds holding: 163 → 161 (-2)

6.4% less ownership

Funds ownership: 75.02% → 68.63% (-6.4%)

21% less capital invested

Capital invested by funds: $633M → $501M (-$132M)

Holders
161
Holders Change
-2
Holders Change %
-1.23%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
57
Reduced
57
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
+$5.94M
2
JWM
JFG Wealth Management
Colorado
+$2.12M
3
FTUS
Flow Traders U.S.
New York
+$1.34M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$1.09M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
NYLIM
New York Life Investment Management
New York
-$86.8M
2
Creative Planning
Creative Planning
Kansas
-$24.4M
3
AWM
Affinity Wealth Management
Delaware
-$18.3M
4
Jane Street
Jane Street
New York
-$9.55M
5
VWM
Venturi Wealth Management
Texas
-$6.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
101
Watershed Private Wealth
Illinois
$310K – – –
RCAG
102
Rehmann Capital Advisory Group
Michigan
$306K +$4.07K +71 +1%
PAG
103
Private Advisor Group
New Jersey
$301K -$3.15K -55 -1%
IAN
104
Integrated Advisors Network
Texas
$298K – – –
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$288K +$22.5K +393 +9%
PS
106
Principal Securities
Iowa
$282K +$53.4K +932 +24%
IAG
107
Investment Advisory Group
Massachusetts
$280K -$1.55K -27 -0.6%
AWM
108
Ariadne Wealth Management
California
$278K +$275K +4,792 New
CIBC World Market
109
CIBC World Market
Ontario, Canada
$266K -$1.56M -27,269 -86%
DWP
110
Daymark Wealth Partners
Ohio
$232K – – –
HAG
111
HF Advisory Group
Maryland
$228K +$115 +2 +0.1%
FWP
112
Falcon Wealth Planning
California
$219K -$14.3K -249 -6%
HCP
113
Hardin Capital Partners
South Carolina
$213K +$211K +3,684 New
CWP
114
Cyndeo Wealth Partners
Florida
$211K +$209K +3,642 New
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$211K -$741K -12,926 -78%
AWA
116
Arkadios Wealth Advisors
Georgia
$203K +$201K +3,497 New
FPAS
117
Focus Partners Advisor Solutions
Missouri
$201K +$199K +3,470 New
MPWT
118
MassMutual Private Wealth & Trust
Connecticut
$142K -$146K -2,544 -51%
MG
119
Mather Group
Illinois
$140K +$143K +2,500 New
FFA
120
Farther Finance Advisors
California
$130K +$42.9K +749 +51%
OSAM
121
O'Shaughnessy Asset Management
Connecticut
$124K – – –
WTC
122
WhitTier Trust Company
Nevada
$104K – – –
VWM
123
Venturi Wealth Management
Texas
$100K -$6.32M -110,257 -98%
NA
124
NewEdge Advisors
Louisiana
$91K – – –
AF
125
Allworth Financial
California
$88.6K – – –
3 4
5
6 7

EWX Hedge Fund Activity: Q2 2024 in Review

161 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q2 2024, worth a combined $501M — down 21% from $633M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EWX positions and 15 closed out — a net gain of 1 holder — while 57 added to existing stakes and 57 trimmed.

The largest buyer was Johnson Financial Group LLC (Colorado), adding an estimated $5.94M. The largest seller was New York Life Investment Management, exiting entirely with an estimated $86.8M sold.

  • 161 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q2 2024, down from 163 in Q1 2024.
  • Funds reported $501M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q2 2024, down 21% quarter-over-quarter.
  • 16 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q2 2024 and 15 closed out, a net change of +1 holder.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q2 2024 was Johnson Financial Group LLC (Colorado), an estimated $5.94M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q2 2024 was New York Life Investment Management, an estimated $86.8M sold.

Based on aggregated 13F filings for Q2 2024.