State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
125 hedge funds and large institutions have $355M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 13 closing their positions.
16% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 38
8% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 13
2% less funds holding
Funds holding: 127 → 125 (-2)
1.77% less ownership
Funds ownership: 64.3% → 62.53% (-1.8%)
16% less capital invested
Capital invested by funds: $425M → $355M (-$70M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
+$24.7M |
| 2 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
+$8.36M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$4.33M |
| 4 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$4.29M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$14.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.75M |
| 3 |
KBFS
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
-$3.49M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$3.39M |
| 5 |
Goldman Sachs
New York
|
-$3.36M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
126
Aries Wealth Management
Portland,
Maine
| – | -$571K | -10,074 | Closed |
|
|
EWA
127
Encompass Wealth Advisors
Portland,
Oregon
| – | -$317K | -5,586 | Closed |
|
|
WI
128
WrapManager Inc
Mill Valley,
California
| – | -$245K | -4,325 | Closed |
|
|
WCM
129
Wealthcare Capital Management
Richmond,
Virginia
| – | -$232K | -4,097 | Closed |
|
130
Bank of New York Mellon
New York
| – | -$228K | -4,024 | Closed |
|
|
FTUS
131
Flow Traders U.S.
New York
| – | -$211K | -3,721 | Closed |
|
|
RIM
132
Rockbridge Investment Management
Syracuse,
New York
| – | -$84.5K | -1,470 | Closed |
|
|
PFS
133
Prospera Financial Services
Dallas,
Texas
| – | -$6K | -107 | Closed |
|
|
TFS
134
TrustCore Financial Services
Brentwood,
Tennessee
| – | -$2K | -36 | Closed |
|
|
FWP
135
FAS Wealth Partners
Leawood,
Kansas
| – | +$210 | +4 | New |
|
|
PFGIA
136
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | +$526 | +10 | New |
|
EWX Hedge Fund Activity: Q2 2022 in Review
125 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q2 2022, worth a combined $355M — down 16% from $425M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of EWX and 12 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 44 added.
The largest buyer was New York Life Investment Management, opening a new position worth an estimated $24.7M. The largest seller was Creative Planning, cutting an estimated $14.6M.
- 125 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q2 2022, down from 127 in Q1 2022.
- Funds reported $355M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q2 2022, down 16% quarter-over-quarter.
- 12 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q2 2022 and 13 closed out, a net change of -1 holder.
- The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q2 2022 was New York Life Investment Management, an estimated $24.7M added.
- The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q2 2022 was Creative Planning, an estimated $14.6M sold.
Based on aggregated 13F filings for Q2 2022.