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State Street SPDR S&P Emerging Markets Small Cap ETF

109 hedge funds and large institutions have $321M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $267M → $321M (+$54.8M)

0% more call options, than puts

Call options by funds: $257K | Put options by funds: $257K

1.89% less ownership

Funds ownership: 68.56%66.68% (-1.9%)

4% less funds holding

Funds holding: 114109 (-5)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

50% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 48

Holders
109
Holders Change
-5
Holders Change %
-4.39%
% of All Funds
2.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
24
Reduced
48
Closed
20
Calls
$257K
Puts
$257K
Net Calls
Net Calls Change
-$209K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$154M -$9.5M -253,603 -6%
OIA
2
OneDigital Investment Advisors
Kansas
$17.4M +$2.37M +63,201 +17%
Bank of America
3
Bank of America
North Carolina
$16.8M -$2.62M -69,922 -15%
IA
4
IndexIQ Advisors
New York
$13.5M +$2.4M +64,120 +24%
Jane Street
5
Jane Street
New York
$11M +$10.1M +270,368 New
Victory Capital Management
6
Victory Capital Management
Texas
$6.73M -$6.17M -164,766 -50%
NEWAS
7
N.E.W. Advisory Services
Wisconsin
$6.64M +$6.1M +162,715 New
Morgan Stanley
8
Morgan Stanley
New York
$5.92M +$35.3K +943 +0.7%
BRWM
9
B. Riley Wealth Management
Tennessee
$5.5M -$262K -7,000 -5%
Wells Fargo
10
Wells Fargo
California
$5.26M -$135K -3,604 -3%
EWM
11
Empirical Wealth Management
Washington
$5.24M -$199K -5,313 -4%
MFM
12
MD Financial Management
Ontario, Canada
$4.39M -$137K -3,644 -3%
Citadel Advisors
13
Citadel Advisors
Florida
$4.23M +$3.88M +103,507 New
GPWA
14
Great Point Wealth Advisors
Massachusetts
$3.29M +$299K +7,976 +11%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.25M +$73.7K +1,966 +3%
RRC
16
Relaxing Retirement Coach
Massachusetts
$3.23M -$1.18M -31,413 -28%
TFA
17
Transamerica Financial Advisors
Florida
$2.96M +$2.65M +70,770 +3,880%
WMG
18
WESCAP Management Group
California
$2.62M -$564K -15,057 -19%
CCP
19
Cardan Capital Partners
Colorado
$2.53M +$2.32M +61,965 New
LPL Financial
20
LPL Financial
California
$2.51M -$34.4K -918 -1%
UBS Group
21
UBS Group
Switzerland
$2.33M -$48.4K -1,291 -2%
MWM
22
Merriman Wealth Management
Washington
$2.18M +$2M +53,443 New
KBFS
23
Kohmann Bosshard Financial Services
Ohio
$2.12M -$535K -14,287 -22%
EH
24
Equitable Holdings
New York
$2.06M +$523K +13,950 +38%
TFCP
25
Twin Focus Capital Partners
Massachusetts
$2.02M +$2.81K +75 +0.2%

EWX Hedge Fund Activity: Q2 2020 in Review

109 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q2 2020, worth a combined $321M — up 21% from $267M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of EWX and 17 opened new positions — a net loss of 3 holders — while 48 trimmed existing stakes and 24 added.

The largest buyer was Jane Street, opening a new position worth an estimated $10.1M. The largest seller was Creative Planning, cutting an estimated $9.5M.

  • 109 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q2 2020, down from 114 in Q1 2020.
  • Funds reported $321M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q2 2020, up 21% quarter-over-quarter.
  • 17 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q2 2020 and 20 closed out, a net change of -3 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q2 2020 was Jane Street, an estimated $10.1M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q2 2020 was Creative Planning, an estimated $9.5M sold.

Based on aggregated 13F filings for Q2 2020.