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State Street SPDR S&P Emerging Markets Small Cap ETF

129 hedge funds and large institutions have $245M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

11% more capital invested

Capital invested by funds: $220M → $245M (+$24.7M)

9% more funds holding

Funds holding: 118129 (+11)

7.31% more ownership

Funds ownership: 46.78%54.09% (+7.3%)

5% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 41

Holders
129
Holders Change
+11
Holders Change %
+9.32%
% of All Funds
2.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
39
Reduced
41
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1
IndexIQ Advisors
New York
$36.8M +$21.2M +503,104 +127%
Bank of America
2
Bank of America
North Carolina
$33.2M -$4.3M -102,024 -11%
NYLIM
3
New York Life Investment Management
New York
$11.4M +$863K +20,452 +8%
Morgan Stanley
4
Morgan Stanley
New York
$11.2M -$1.26M -29,858 -10%
Wells Fargo
5
Wells Fargo
California
$9.96M -$2.99M -70,799 -23%
RRC
6
Relaxing Retirement Coach
Massachusetts
$8.53M +$734K +17,403 +9%
OIA
7
OneDigital Investment Advisors
Kansas
$8.07M +$8.31M +197,054 New
USAA
8
United Services Automobile Association
Texas
$6.75M
Aviva
9
Aviva
United Kingdom
$5.82M +$243K +5,770 +4%
BRWM
10
B. Riley Wealth Management
Tennessee
$5.63M +$549K +13,021 +10%
Creative Planning
11
Creative Planning
Kansas
$5.19M +$2.26M +53,538 +73%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.05M +$864K +20,487 +20%
IC
13
Innealta Capital
Texas
$4.89M +$5.04M +119,473 New
Stifel Financial
14
Stifel Financial
Missouri
$4.83M +$1.21M +28,642 +32%
FCH
15
Freestone Capital Holdings
Washington
$4.8M +$2.34M +55,459 +90%
UBS Group
16
UBS Group
Switzerland
$4.59M +$1.55M +36,772 +49%
M&T Bank
17
M&T Bank
New York
$3.84M -$253K -5,989 -6%
CC
18
Cassaday & Co
Virginia
$3.51M +$3.61M +85,606 New
JGUA
19
John G. Ullman & Associates
New York
$3.42M +$1.49M +35,400 +74%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.19M +$195K +4,633 +6%
GFPC
21
Global Financial Private Capital
Florida
$3.02M -$865K -20,500 -22%
JFGLC
22
Johnson Financial Group LLC (Colorado)
Colorado
$2.93M +$3.01M +71,459 New
AA
23
Alesco Advisors
New York
$2.79M +$337K +7,987 +13%
TFA
24
Transamerica Financial Advisors
Florida
$2.77M +$241K +5,709 +9%
LPL Financial
25
LPL Financial
California
$2.77M -$363K -8,600 -11%

EWX Hedge Fund Activity: Q4 2018 in Review

129 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q4 2018, worth a combined $245M — up 11% from $220M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new EWX positions and 18 closed out — a net gain of 12 holders — while 39 added to existing stakes and 41 trimmed.

The largest buyer was IndexIQ Advisors, adding an estimated $21.2M. The largest seller was Bank of America, cutting an estimated $4.3M.

  • 129 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q4 2018, up from 118 in Q3 2018.
  • Funds reported $245M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q4 2018, up 11% quarter-over-quarter.
  • 30 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q4 2018 and 18 closed out, a net change of +12 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q4 2018 was IndexIQ Advisors, an estimated $21.2M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q4 2018 was Bank of America, an estimated $4.3M sold.

Based on aggregated 13F filings for Q4 2018.