State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
137 hedge funds and large institutions have $450M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 45 increasing their positions, 34 reducing their positions, and 15 closing their positions.
120% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 15
32% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 34
27% more capital invested
Capital invested by funds: $353M → $450M (+$96.7M)
12% more funds holding
Funds holding: 122 → 137 (+15)
3.84% more ownership
Funds ownership: 65.79% → 69.63% (+3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Waddell & Associates
Memphis,
Tennessee
|
+$25.6M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$20.3M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$12M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.07M |
| 5 |
GPWA
Great Point Wealth Advisors
Boston,
Massachusetts
|
+$2.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
-$3M |
| 2 |
JFGLC
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
-$2.78M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.96M |
| 4 |
JWM
JFG Wealth Management
Denver,
Colorado
|
-$1.37M |
| 5 |
Morgan Stanley
New York
|
-$1.27M |
EWX Hedge Fund Activity: Q4 2022 in Review
137 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q4 2022, worth a combined $450M — up 27% from $353M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new EWX positions and 15 closed out — a net gain of 18 holders — while 45 added to existing stakes and 34 trimmed.
The largest buyer was Waddell & Associates, opening a new position worth an estimated $25.6M. The largest seller was Parcion Private Wealth, cutting an estimated $3M.
- 137 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q4 2022, up from 122 in Q3 2022.
- Funds reported $450M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q4 2022, up 27% quarter-over-quarter.
- 33 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q4 2022 and 15 closed out, a net change of +18 holders.
- The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q4 2022 was Waddell & Associates, an estimated $25.6M added.
- The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q4 2022 was Parcion Private Wealth, an estimated $3M sold.
Based on aggregated 13F filings for Q4 2022.