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State Street SPDR S&P Emerging Markets Small Cap ETF

170 hedge funds and large institutions have $528M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 61 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

6% more funds holding

Funds holding: 161170 (+9)

5% more capital invested

Capital invested by funds: $501M → $528M (+$27.3M)

0.32% less ownership

Funds ownership: 68.63%68.31% (-0.32%)

28% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 61

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $225K

Holders
170
Holders Change
+9
Holders Change %
+5.59%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
19
Increased
44
Reduced
61
Closed
8
Calls
Puts
$225K
Net Calls
-$225K
Net Calls Change
-$225K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
126
Allworth Financial
California
$95.6K
CPA
127
Cardiff Park Advisors
California
$75K
CA
128
Continuum Advisory
Idaho
$67.7K +$2.56K +44 +4%
BHWM
129
Beaird Harris Wealth Management
Texas
$61.6K -$6.29K -108 -10%
Fidelity Investments
130
Fidelity Investments
Massachusetts
$60.4K
RMC
131
Resources Management Corp
Connecticut
$55K
AF
132
Advisornet Financial
Minnesota
$52.9K
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$51.7K -$163K -2,793 -77%
TCM
134
TD Capital Management
Tennessee
$48.7K
CA
135
Clearstead Advisors
Ohio
$47.7K
HWM
136
Hemington Wealth Management
Virginia
$42K +$40K +687 New
MA
137
Montag & Associates
Georgia
$35.1K
CTWM
138
Cherry Tree Wealth Management
Minnesota
$35K
HI
139
Harbour Investments
Wisconsin
$31.9K -$14.2K -244 -32%
PTC
140
Private Trust Company
Ohio
$31.9K +$8.73K +150 +41%
MPWT
141
MassMutual Private Wealth & Trust
Connecticut
$31.8K -$114K -1,950 -79%
CA
142
CoreCap Advisors
Michigan
$31.8K -$5.71K -98 -16%
BF
143
BOK Financial
Oklahoma
$28.3K +$26.2K +450 New
4FG
144
4Thought Financial Group
New York
$27.6K -$233 -4 -0.9%
Jones Financial Companies
145
Jones Financial Companies
Missouri
$23.5K +$14K +241 +175%
VWM
146
Venturi Wealth Management
Texas
$22.3K -$80K -1,374 -79%
NPP
147
New Potomac Partners
Maryland
$14.7K +$13.7K +235 New
CIBC Private Wealth Group
148
CIBC Private Wealth Group
Georgia
$14.6K +$13.6K +234 New
CSWM
149
Cassady Schiller Wealth Management
Ohio
$14K
GRP
150
Global Retirement Partners
California
$11.8K

EWX Hedge Fund Activity: Q3 2024 in Review

170 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q3 2024, worth a combined $528M — up 5.5% from $501M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EWX positions and 8 closed out — a net gain of 11 holders — while 44 added to existing stakes and 61 trimmed.

The largest buyer was Merit Financial Group, adding an estimated $2.9M. The largest seller was Creative Planning, cutting an estimated $17.1M.

  • 170 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q3 2024, up from 161 in Q2 2024.
  • Funds reported $528M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q3 2024, up 5.5% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q3 2024 and 8 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q3 2024 was Merit Financial Group, an estimated $2.9M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q3 2024 was Creative Planning, an estimated $17.1M sold.

Based on aggregated 13F filings for Q3 2024.