State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
112 hedge funds and large institutions have $293M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 47 reducing their positions, and 18 closing their positions.
14% more capital invested
Capital invested by funds: $257M → $293M (+$36.1M)
1.87% more ownership
Funds ownership: 56.64% → 58.52% (+1.9%)
7% less funds holding
Funds holding: 120 → 112 (-8)
33% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 18
36% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$73M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$7.27M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$6.28M |
| 4 |
Jane Street
New York
|
+$5.87M |
| 5 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$3.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
-$15M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$10.8M |
| 3 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$7.37M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$4.88M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.29M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIC
126
Archer Investment Corporation
Carmel,
Indiana
| – | -$1K | -17 | Closed |
|
127
Fidelity Investments
Boston,
Massachusetts
| – | -$265 | -6 | -86% |
|
128
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | +$132 | +3 | New |
|
EWX Hedge Fund Activity: Q3 2019 in Review
112 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q3 2019, worth a combined $293M — up 14% from $257M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of EWX and 12 opened new positions — a net loss of 6 holders — while 47 trimmed existing stakes and 30 added.
The largest buyer was Creative Planning, adding an estimated $73M. The largest seller was MD Financial Management, exiting entirely with an estimated $15M sold.
- 112 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q3 2019, down from 120 in Q2 2019.
- Funds reported $293M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q3 2019, up 14% quarter-over-quarter.
- 12 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q3 2019 and 18 closed out, a net change of -6 holders.
- The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q3 2019 was Creative Planning, an estimated $73M added.
- The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q3 2019 was MD Financial Management, an estimated $15M sold.
Based on aggregated 13F filings for Q3 2019.