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State Street SPDR S&P Emerging Markets Small Cap ETF

163 hedge funds and large institutions have $633M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

38% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 48

7% more funds holding

Funds holding: 152163 (+11)

0.59% less ownership

Funds ownership: 75.61%75.02% (-0.59%)

1% less capital invested

Capital invested by funds: $640M → $633M (-$7.12M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
163
Holders Change
+11
Holders Change %
+7.24%
% of All Funds
2.35%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
66
Reduced
48
Closed
12
Calls
$17K
Puts
Net Calls
+$17K
Net Calls Change
-$68K
Name Holding Trade Value Shares
Change
Change in
Stake
NA
126
NewEdge Advisors
Louisiana
$87.7K
AF
127
Allworth Financial
California
$85.5K -$12.5K -225 -13%
FFA
128
Farther Finance Advisors
California
$83.5K +$82.1K +1,482 +148,200%
BHWM
129
Beaird Harris Wealth Management
Texas
$74.3K +$7.54K +136 +11%
William Blair & Company
130
William Blair & Company
Illinois
$68.1K
GWM
131
Geneos Wealth Management
Colorado
$67.7K +$10.6K +192 +19%
CPA
132
Cardiff Park Advisors
California
$67.1K
CA
133
Continuum Advisory
Idaho
$65.2K +$62.8K +1,134 New
RMC
134
Resources Management Corp
Connecticut
$49K
AF
135
Advisornet Financial
Minnesota
$46.9K
Qube Research & Technologies (QRT)
136
Qube Research & Technologies (QRT)
United Kingdom
$46.3K +$7.31K +132 +19%
CA
137
Clearstead Advisors
Ohio
$43.9K
TCM
138
TD Capital Management
Tennessee
$43.4K -$3.88K -70 -8%
HI
139
Harbour Investments
Wisconsin
$42.2K -$1.44K -26 -3%
FIM
140
Fernwood Investment Management
Massachusetts
$37.7K +$37.4K +675 New
CA
141
CoreCap Advisors
Michigan
$36.2K +$35.9K +648 New
CTWM
142
Cherry Tree Wealth Management
Minnesota
$31.3K
MA
143
Montag & Associates
Georgia
$31.2K
4FG
144
4Thought Financial Group
New York
$25K +$388 +7 +2%
US Bancorp
145
US Bancorp
Minnesota
$22.9K -$23.1K -416 -50%
PTC
146
Private Trust Company
Ohio
$20.2K +$11.9K +214 +145%
CSWM
147
Cassady Schiller Wealth Management
Ohio
$12.6K
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$11.6K -$17.6K -318 -60%
RG
149
Retirement Group
California
$11.2K
GRP
150
Global Retirement Partners
California
$10.5K -$41.9K -756 -80%

EWX Hedge Fund Activity: Q1 2024 in Review

163 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q1 2024, worth a combined $633M — down 1.1% from $640M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EWX positions and 12 closed out — a net gain of 12 holders — while 66 added to existing stakes and 48 trimmed.

The largest buyer was Bank of America, adding an estimated $16.7M. The largest seller was Creative Planning, cutting an estimated $32.7M.

  • 163 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q1 2024, up from 152 in Q4 2023.
  • Funds reported $633M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q1 2024, down 1.1% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q1 2024 and 12 closed out, a net change of +12 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q1 2024 was Bank of America, an estimated $16.7M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q1 2024 was Creative Planning, an estimated $32.7M sold.

Based on aggregated 13F filings for Q1 2024.