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State Street SPDR S&P Emerging Markets Small Cap ETF
EWX

161 hedge funds and large institutions have $501M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 57

1% less funds holding

Funds holding: 163 → 161 (-2)

6.4% less ownership

Funds ownership: 75.02% → 68.63% (-6.4%)

21% less capital invested

Capital invested by funds: $633M → $501M (-$132M)

Holders
161
Holders Change
-2
Holders Change %
-1.23%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
57
Reduced
57
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
+$5.94M
2
JWM
JFG Wealth Management
Colorado
+$2.12M
3
FTUS
Flow Traders U.S.
New York
+$1.34M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$1.09M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
NYLIM
New York Life Investment Management
New York
-$86.8M
2
Creative Planning
Creative Planning
Kansas
-$24.4M
3
AWM
Affinity Wealth Management
Delaware
-$18.3M
4
Jane Street
Jane Street
New York
-$9.55M
5
VWM
Venturi Wealth Management
Texas
-$6.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
151
Investors Research Corp
Georgia
$2.61K – – –
GI
152
Gradient Investments
Minnesota
$2.43K +$2.41K +42 New
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$2K -$8.49K -148 -84%
CIAS
154
Capital Investment Advisory Services
North Carolina
$1.68K – – –
FCAS
155
First Command Advisory Services
Texas
$1.04K – – –
AIC
156
Archer Investment Corporation
Indiana
$927 – – –
RFG
157
REAP Financial Group
Texas
$927 – – –
ACA
158
Aptus Capital Advisors
Alabama
$579 -$3.96K -69 -87%
Citigroup
159
Citigroup
New York
$174 +$172 +3 New
RWA
160
Redmont Wealth Advisors
Illinois
$174 +$172 +3 New
CPBTD
161
Central Pacific Bank - Trust Division
Hawaii
$116 – – –
HNB
162
Huntington National Bank
Ohio
$58 – – –
NYLIM
163
New York Life Investment Management
New York
– -$86.8M -1,555,765 Closed
AWM
164
Affinity Wealth Management
Delaware
– -$18.3M -327,813 Closed
RWA
165
Redhawk Wealth Advisors
Minnesota
– -$4.51M -80,831 Closed
OMC
166
Old Mission Capital
Illinois
– -$2.08M -37,190 Closed
CAM
167
Crestone Asset Management
Colorado
– -$1.75M -31,400 Closed
FAIM
168
Financial Advocates Investment Management
Washington
– -$1.68M -30,390 Closed
MIA
169
MainStreet Investment Advisors
Illinois
– -$297K -5,324 Closed
SAG
170
SageView Advisory Group
California
– -$964K -4,687 Closed
MF
171
Montis Financial
Massachusetts
– -$227K -4,062 Closed
GWM
172
Geneos Wealth Management
Colorado
– -$67.7K -1,214 Closed
FIM
173
Fernwood Investment Management
Massachusetts
– -$37.7K -675 Closed
RCM
174
Raleigh Capital Management
North Carolina
– -$7.53K -135 Closed
AWM
175
Avior Wealth Management
Nebraska
– -$3.68K -66 Closed
4 5 6
7
8

EWX Hedge Fund Activity: Q2 2024 in Review

161 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q2 2024, worth a combined $501M — down 21% from $633M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EWX positions and 15 closed out — a net gain of 1 holder — while 57 added to existing stakes and 57 trimmed.

The largest buyer was Johnson Financial Group LLC (Colorado), adding an estimated $5.94M. The largest seller was New York Life Investment Management, exiting entirely with an estimated $86.8M sold.

  • 161 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q2 2024, down from 163 in Q1 2024.
  • Funds reported $501M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q2 2024, down 21% quarter-over-quarter.
  • 16 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q2 2024 and 15 closed out, a net change of +1 holder.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q2 2024 was Johnson Financial Group LLC (Colorado), an estimated $5.94M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q2 2024 was New York Life Investment Management, an estimated $86.8M sold.

Based on aggregated 13F filings for Q2 2024.