State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
114 hedge funds and large institutions have $267M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 45 reducing their positions, and 26 closing their positions.
7.11% more ownership
Funds ownership: 61.45% → 68.56% (+7.1%)
10% less funds holding
Funds holding: 127 → 114 (-13)
18% less capital invested
Capital invested by funds: $323M → $267M (-$56.8M)
29% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 45
35% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$69.6M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$6.89M |
| 3 |
Citigroup
New York
|
+$6.78M |
| 4 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
+$4.65M |
| 5 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
+$4.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IndexIQ Advisors
New York
|
-$14.9M |
| 2 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
-$7.85M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$7.34M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$6.3M |
| 5 |
JGUA
John G. Ullman & Associates
Corning,
New York
|
-$5.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFB
126
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$26K | -563 | Closed |
|
127
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$18K | -400 | Closed |
|
|
TRCT
128
Tower Research Capital (TRC)
New York
| – | -$9K | -200 | Closed |
|
|
TF
129
Tompkins Financial
Ithaca,
New York
| – | -$5K | -100 | Closed |
|
130
Simplex Trading
Chicago,
Illinois
| – | -$4K | -97 | Closed |
|
|
TCWM
131
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$3K | -73 | Closed |
|
|
PA
132
Parallel Advisors
San Francisco,
California
| – | -$3K | -68 | Closed |
|
|
GFPC
133
Global Financial Private Capital
Sarasota,
Florida
| – | -$1K | -23 | Closed |
|
|
FGAM
134
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$1K | -14 | Closed |
|
|
NFG
135
Next Financial Group
Houston,
Texas
| – | -$334 | -8 | -35% |
|
|
PGAM
136
Princeton Global Asset Management
Princeton,
New Jersey
| – | -$1 | -5 | Closed |
|
|
OPS
137
Orion Portfolio Solutions
Omaha,
Nebraska
| – | +$502 | +12 | New |
|
138
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | +$585 | +14 | New |
|
EWX Hedge Fund Activity: Q1 2020 in Review
114 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q1 2020, worth a combined $267M — down 18% from $323M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of EWX and 17 opened new positions — a net loss of 9 holders — while 45 trimmed existing stakes and 32 added.
The largest buyer was Creative Planning, adding an estimated $69.6M. The largest seller was IndexIQ Advisors, cutting an estimated $14.9M.
- 114 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q1 2020, down from 127 in Q4 2019.
- Funds reported $267M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q1 2020, down 18% quarter-over-quarter.
- 17 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q1 2020 and 26 closed out, a net change of -9 holders.
- The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q1 2020 was Creative Planning, an estimated $69.6M added.
- The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q1 2020 was IndexIQ Advisors, an estimated $14.9M sold.
Based on aggregated 13F filings for Q1 2020.