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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
ADL
151
Asset Dedication LLC
California
$11.7K
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$10.8K -$2.04K -35 -17%
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$10K +$7.51K +129 +461%
NMG
154
New Millennium Group
Utah
$9.19K -$608K -10,435 -99%
JFGIW
155
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.3K +$6.81K +117 New
RWM
156
Reston Wealth Management
Virginia
$7.05K +$6.58K +113 New
S
157
SignatureFD
Georgia
$5.43K +$699 +12 +16%
Qube Research & Technologies (QRT)
158
Qube Research & Technologies (QRT)
United Kingdom
$5.12K
TSMHT
159
Thurston Springer Miller Herd & Titak
Indiana
$2.93K +$2.74K +47 New
IRC
160
Investors Research Corp
Georgia
$2.81K
GSEP
161
Golden State Equity Partners
California
$2.25K +$2.1K +36 New
CIAS
162
Capital Investment Advisory Services
North Carolina
$1.81K
FCAS
163
First Command Advisory Services
Texas
$1.12K
AIC
164
Archer Investment Corporation
Indiana
$998
RFG
165
REAP Financial Group
Texas
$998
ACA
166
Aptus Capital Advisors
Alabama
$624
PMFA
167
Plante Moran Financial Advisors
Michigan
$250 +$233 +4 New
Citigroup
168
Citigroup
New York
$187
RWA
169
Redmont Wealth Advisors
Illinois
$187
CPBTD
170
Central Pacific Bank - Trust Division
Hawaii
$125
HNB
171
Huntington National Bank
Ohio
$62
JIP
172
Jaffetilchin Investment Partners
Florida
$6
MWM
173
Merriman Wealth Management
Washington
-$2.04M -35,292 Closed
SFS
174
Sowell Financial Services
Arkansas
-$586K -10,125 Closed
SAM
175
Sequent Asset Management
Texas
-$380K -6,568 Closed

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.