State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
122 hedge funds and large institutions have $385M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 6 closing their positions.
283% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 6
14% more funds holding
Funds holding: 107 → 122 (+15)
14% more capital invested
Capital invested by funds: $338M → $385M (+$47.2M)
0.3% less ownership
Funds ownership: 66.89% → 66.59% (-0.3%)
14% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 42
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.71M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$7.18M |
| 2 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
+$5.92M |
| 3 |
Jane Street
New York
|
+$4.92M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$4.82M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$16.4M |
| 2 |
RRC
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
-$3.43M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.54M |
| 4 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$1.83M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.56M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSPIA
126
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$1K | -20 | Closed |
|
127
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | +$144 | +3 | New |
|
|
OFG
128
Oxford Financial Group
Carmel,
Indiana
| – | +$240 | +5 | New |
|
EWX Hedge Fund Activity: Q4 2020 in Review
122 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q4 2020, worth a combined $385M — up 14% from $338M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new EWX positions and 6 closed out — a net gain of 17 holders — while 36 added to existing stakes and 42 trimmed.
The largest buyer was Geneos Wealth Management, adding an estimated $7.18M. The largest seller was OneDigital Investment Advisors, cutting an estimated $16.4M.
- 122 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q4 2020, up from 107 in Q3 2020.
- Funds reported $385M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q4 2020, up 14% quarter-over-quarter.
- 23 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q4 2020 and 6 closed out, a net change of +17 holders.
- The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q4 2020 was Geneos Wealth Management, an estimated $7.18M added.
- The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q4 2020 was OneDigital Investment Advisors, an estimated $16.4M sold.
Based on aggregated 13F filings for Q4 2020.