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State Street SPDR S&P Emerging Markets Small Cap ETF

131 hedge funds and large institutions have $427M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 51 increasing their positions, 21 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 21

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

13% more funds holding

Funds holding: 116131 (+15)

5% more capital invested

Capital invested by funds: $406M → $427M (+$20.7M)

1.32% more ownership

Funds ownership: 62.95%64.27% (+1.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.24M

Holders
131
Holders Change
+15
Holders Change %
+12.93%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
51
Reduced
21
Closed
16
Calls
Puts
$3.24M
Net Calls
-$3.24M
Net Calls Change
-$810K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$232M +$13.8M +232,315 +6%
Bank of America
2
Bank of America
North Carolina
$27.4M +$3.09M +51,963 +13%
Wells Fargo
3
Wells Fargo
California
$11.2M +$782K +13,175 +7%
NEWAS
4
N.E.W. Advisory Services
Wisconsin
$11M +$36.2K +609 +0.3%
IA
5
IndexIQ Advisors
New York
$9.79M -$14.4M -242,363 -59%
Victory Capital Management
6
Victory Capital Management
Texas
$9.77M
EWM
7
Empirical Wealth Management
Washington
$8.47M +$981K +16,523 +13%
Morgan Stanley
8
Morgan Stanley
New York
$8.45M +$3.26M +54,969 +63%
CC
9
Cassaday & Co
Virginia
$7.55M +$5.66M +95,375 +299%
LPL Financial
10
LPL Financial
California
$6.45M +$1.62M +27,290 +33%
KBFS
11
Kohmann Bosshard Financial Services
Ohio
$5.06M +$375K +6,314 +8%
CAM
12
Crestone Asset Management
Colorado
$4.98M
OIA
13
OneDigital Investment Advisors
Kansas
$4.51M -$717K -12,078 -14%
GPWA
14
Great Point Wealth Advisors
Massachusetts
$4.39M -$18.2K -306 -0.4%
UBS Group
15
UBS Group
Switzerland
$4.19M +$424K +7,142 +11%
WMG
16
WESCAP Management Group
California
$4.07M -$55.3K -932 -1%
PFA
17
Pure Financial Advisors
California
$3M +$757K +12,755 +34%
MC
18
Martin & Co
Tennessee
$2.99M -$22.5K -379 -0.7%
MWM
19
Merriman Wealth Management
Washington
$2.92M -$143K -2,410 -5%
TIM
20
Tortoise Investment Management
New York
$2.58M +$334K +5,630 +15%
CWM
21
CarsonAllaria Wealth Management
Illinois
$2.54M +$2.54M +42,783 New
EH
22
Equitable Holdings
New York
$2.5M +$5.94K +100 +0.2%
TFCP
23
Twin Focus Capital Partners
Massachusetts
$2.42M +$7.96K +134 +0.3%
RFWA
24
RPg Family Wealth Advisory
Massachusetts
$2.38M +$9.8K +165 +0.4%
HighTower Advisors
25
HighTower Advisors
Illinois
$2.32M +$2.32M +39,030 New

EWX Hedge Fund Activity: Q4 2021 in Review

131 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q4 2021, worth a combined $427M — up 5.1% from $406M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new EWX positions and 16 closed out — a net gain of 16 holders — while 51 added to existing stakes and 21 trimmed.

The largest buyer was Creative Planning, adding an estimated $13.8M. The largest seller was IndexIQ Advisors, cutting an estimated $14.4M.

  • 131 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q4 2021, up from 116 in Q3 2021.
  • Funds reported $427M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q4 2021, up 5.1% quarter-over-quarter.
  • 32 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q4 2021 and 16 closed out, a net change of +16 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q4 2021 was Creative Planning, an estimated $13.8M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q4 2021 was IndexIQ Advisors, an estimated $14.4M sold.

Based on aggregated 13F filings for Q4 2021.