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State Street SPDR S&P Emerging Markets Small Cap ETF

129 hedge funds and large institutions have $245M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

11% more capital invested

Capital invested by funds: $220M → $245M (+$24.7M)

9% more funds holding

Funds holding: 118129 (+11)

7.31% more ownership

Funds ownership: 46.78%54.09% (+7.3%)

5% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 41

Holders
129
Holders Change
+11
Holders Change %
+9.32%
% of All Funds
2.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
39
Reduced
41
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
126
Archer Investment Corporation
Indiana
$1K +$717 +17 New
AI
127
Atria Investments
North Carolina
-$1.16M -25,840 Closed
MWM
128
Merriman Wealth Management
Washington
-$940K -20,984 Closed
FC
129
Financial Consulate
Maryland
-$433K -9,663 Closed
Manulife (Manufacturers Life Insurance)
130
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$398K -8,891 Closed
BAS
131
Brown Advisory Securities
Maryland
-$318K -7,117 Closed
Renaissance Technologies
132
Renaissance Technologies
New York
-$314K -7,000 Closed
BFM
133
Boston Financial Management
Massachusetts
-$271K -6,045 Closed
AA
134
Advisory Alpha
Michigan
-$211K -5,221 Closed
SP
135
Symmetry Partners
Connecticut
-$224K -4,997 Closed
Susquehanna International Group
136
Susquehanna International Group
Pennsylvania
-$223K -4,981 Closed
DSI
137
Daiwa SB Investments
Japan
-$119K -2,650 Closed
TCM
138
Tradewinds Capital Management
Washington
-$47K -1,060 Closed
SWP
139
Stratos Wealth Partners
Ohio
-$45K -1,001 Closed
CAG
140
Csenge Advisory Group
Florida
-$25K -611 Closed
FHA
141
Flagship Harbor Advisors
Massachusetts
-$8K -167 Closed
Fidelity Investments
142
Fidelity Investments
Massachusetts
-$2.32K -55 -87%
SFM
143
Signet Financial Management
New Jersey
-$1K -16 Closed
LFG
144
Larson Financial Group
Missouri
+$211 +5 New

EWX Hedge Fund Activity: Q4 2018 in Review

129 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q4 2018, worth a combined $245M — up 11% from $220M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new EWX positions and 18 closed out — a net gain of 12 holders — while 39 added to existing stakes and 41 trimmed.

The largest buyer was IndexIQ Advisors, adding an estimated $21.2M. The largest seller was Bank of America, cutting an estimated $4.3M.

  • 129 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q4 2018, up from 118 in Q3 2018.
  • Funds reported $245M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q4 2018, up 11% quarter-over-quarter.
  • 30 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q4 2018 and 18 closed out, a net change of +12 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q4 2018 was IndexIQ Advisors, an estimated $21.2M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q4 2018 was Bank of America, an estimated $4.3M sold.

Based on aggregated 13F filings for Q4 2018.