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State Street SPDR S&P Emerging Markets Small Cap ETF

170 hedge funds and large institutions have $528M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 61 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

6% more funds holding

Funds holding: 161170 (+9)

5% more capital invested

Capital invested by funds: $501M → $528M (+$27.3M)

0.32% less ownership

Funds ownership: 68.63%68.31% (-0.32%)

28% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 61

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $225K

Holders
170
Holders Change
+9
Holders Change %
+5.59%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
19
Increased
44
Reduced
61
Closed
8
Calls
Puts
$225K
Net Calls
-$225K
Net Calls Change
-$225K
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
101
Private Advisor Group
New Jersey
$310K -$13K -223 -4%
PS
102
Principal Securities
Iowa
$310K +$6K +103 +2%
IAG
103
Investment Advisory Group
Massachusetts
$294K -$7.51K -129 -3%
CIBC World Market
104
CIBC World Market
Ontario, Canada
$285K -$1.46K -25 -0.5%
AWM
105
Ariadne Wealth Management
California
$264K -$34.9K -600 -13%
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$263K -$44K -756 -15%
Empower Advisory Group
107
Empower Advisory Group
Colorado
$254K +$237K +4,065 New
DWP
108
Daymark Wealth Partners
Ohio
$250K
HCP
109
Hardin Capital Partners
South Carolina
$230K
GA
110
Greenspring Advisors
Maryland
$228K +$213K +3,660 New
CWP
111
Cyndeo Wealth Partners
Florida
$227K
FWP
112
Falcon Wealth Planning
California
$225K -$9.67K -166 -4%
WIP
113
WealthCare Investment Partners
Rhode Island
$223K -$165K -2,832 -45%
PWM
114
Perigon Wealth Management
California
$221K +$207K +3,546 New
AWA
115
Arkadios Wealth Advisors
Georgia
$217K -$874 -15 -0.4%
AWS
116
Atria Wealth Solutions
New York
$210K +$196K +3,368 New
SFG
117
Sage Financial Group
Pennsylvania
$205K +$191K +3,287 New
FPAS
118
Focus Partners Advisor Solutions
Missouri
$204K -$11.9K -204 -6%
PGA
119
Portland Global Advisors
Maine
$203K +$190K +3,260 New
William Blair & Company
120
William Blair & Company
Illinois
$172K +$84K +1,442 +110%
FFA
121
Farther Finance Advisors
California
$141K +$1.51K +26 +1%
OSAM
122
O'Shaughnessy Asset Management
Connecticut
$131K
AssetMark Inc
123
AssetMark Inc
California
$115K +$104K +1,784 +3,431%
WTC
124
WhitTier Trust Company
Nevada
$113K
NA
125
NewEdge Advisors
Louisiana
$98K

EWX Hedge Fund Activity: Q3 2024 in Review

170 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q3 2024, worth a combined $528M — up 5.5% from $501M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EWX positions and 8 closed out — a net gain of 11 holders — while 44 added to existing stakes and 61 trimmed.

The largest buyer was Merit Financial Group, adding an estimated $2.9M. The largest seller was Creative Planning, cutting an estimated $17.1M.

  • 170 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q3 2024, up from 161 in Q2 2024.
  • Funds reported $528M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q3 2024, up 5.5% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q3 2024 and 8 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q3 2024 was Merit Financial Group, an estimated $2.9M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q3 2024 was Creative Planning, an estimated $17.1M sold.

Based on aggregated 13F filings for Q3 2024.