State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
118 hedge funds and large institutions have $422M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 39 reducing their positions, and 19 closing their positions.
10% more capital invested
Capital invested by funds: $385M → $422M (+$37.7M)
0.22% less ownership
Funds ownership: 64.59% → 64.37% (-0.22%)
3% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 39
2% less funds holding
Funds holding: 121 → 118 (-3)
11% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 19
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $3.42M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Crestone Asset Management
Boulder,
Colorado
|
+$5.12M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$3.88M |
| 3 |
IA
IndexIQ Advisors
New York
|
+$1.74M |
| 4 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
+$1.37M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$9.24M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$4.53M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.94M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.63M |
| 5 |
Jane Street
New York
|
-$1.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WCM
126
Wealthcare Capital Management
Richmond,
Virginia
| – | -$174K | -3,141 | Closed |
|
127
Barclays
London,
United Kingdom
| – | -$112K | -2,014 | Closed |
|
128
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$93K | -1,671 | Closed |
|
|
SFS
129
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$82K | -1,421 | Closed |
|
|
CAAS
130
Capital Asset Advisory Services
Williamston,
Michigan
| – | -$33K | -596 | Closed |
|
|
TCWM
131
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$7K | -133 | Closed |
|
|
EP
132
Eudaimonia Partners
Winchester,
Tennessee
| – | -$6K | -107 | Closed |
|
|
AIC
133
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$1.77K | -32 | Closed |
|
|
OFG
134
Oxford Financial Group
Carmel,
Indiana
| – | -$1K | -25 | Closed |
|
|
JFA
135
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$1K | -18 | Closed |
|
136
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -18 | Closed |
|
|
NFSG
137
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$1K | -8 | Closed |
|
EWX Hedge Fund Activity: Q2 2021 in Review
118 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q2 2021, worth a combined $422M — up 9.8% from $385M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of EWX and 17 opened new positions — a net loss of 2 holders — while 39 trimmed existing stakes and 38 added.
The largest buyer was Crestone Asset Management, opening a new position worth an estimated $5.12M. The largest seller was Geneos Wealth Management, cutting an estimated $9.24M.
- 118 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q2 2021, down from 121 in Q1 2021.
- Funds reported $422M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q2 2021, up 9.8% quarter-over-quarter.
- 17 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q2 2021 and 19 closed out, a net change of -2 holders.
- The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q2 2021 was Crestone Asset Management, an estimated $5.12M added.
- The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q2 2021 was Geneos Wealth Management, an estimated $9.24M sold.
Based on aggregated 13F filings for Q2 2021.