We are live on ! Find out more
EWX icon

State Street SPDR S&P Emerging Markets Small Cap ETF

127 hedge funds and large institutions have $425M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% more ownership

Funds ownership: 64.27%64.3% (+0.03%)

1% less capital invested

Capital invested by funds: $427M → $425M (-$2.34M)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

3% less funds holding

Funds holding: 131127 (-4)

38% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 45

90% less call options, than puts

Call options by funds: $238K | Put options by funds: $2.34M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
127
Holders Change
-4
Holders Change %
-3.05%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
28
Reduced
45
Closed
20
Calls
$238K
Puts
$2.34M
Net Calls
-$2.1M
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$211M -$10.1M -177,924 -5%
Bank of America
2
Bank of America
North Carolina
$29.9M +$3.72M +65,259 +14%
IA
3
IndexIQ Advisors
New York
$27.7M +$18.5M +324,146 +196%
Morgan Stanley
4
Morgan Stanley
New York
$10.5M +$2.47M +43,306 +30%
LPL Financial
5
LPL Financial
California
$10M +$3.89M +68,357 +63%
Wells Fargo
6
Wells Fargo
California
$9.26M -$1.45M -25,513 -13%
NEWAS
7
N.E.W. Advisory Services
Wisconsin
$9.25M -$1M -17,589 -9%
Victory Capital Management
8
Victory Capital Management
Texas
$8.75M
PPW
9
Parcion Private Wealth
Washington
$8.3M +$8.34M +146,432 New
EWM
10
Empirical Wealth Management
Washington
$7.67M -$428K -7,511 -5%
UBS Group
11
UBS Group
Switzerland
$6.28M +$2.29M +40,190 +57%
CAM
12
Crestone Asset Management
Colorado
$4.76M
KBFS
13
Kohmann Bosshard Financial Services
Ohio
$4.28M -$476K -8,346 -10%
OIA
14
OneDigital Investment Advisors
Kansas
$4.23M -$84.4K -1,481 -2%
GPWA
15
Great Point Wealth Advisors
Massachusetts
$4.08M -$118K -2,064 -3%
WMG
16
WESCAP Management Group
California
$3.75M -$137K -2,409 -4%
Goldman Sachs
17
Goldman Sachs
New York
$3.36M +$3.38M +59,326 New
PFA
18
Pure Financial Advisors
California
$3.34M +$482K +8,466 +17%
MC
19
Martin & Co
Tennessee
$2.51M -$353K -6,189 -12%
EH
20
Equitable Holdings
New York
$2.39M
TIM
21
Tortoise Investment Management
New York
$2.33M -$142K -2,500 -6%
CWM
22
CarsonAllaria Wealth Management
Illinois
$2.3M -$123K -2,163 -5%
TFCP
23
Twin Focus Capital Partners
Massachusetts
$2.29M -$17.1K -300 -0.7%
RFWA
24
RPg Family Wealth Advisory
Massachusetts
$2.21M -$61K -1,071 -3%
IC
25
Innealta Capital
Texas
$2.06M

EWX Hedge Fund Activity: Q1 2022 in Review

127 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q1 2022, worth a combined $425M — down 0.55% from $427M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of EWX and 19 opened new positions — a net loss of 1 holder — while 45 trimmed existing stakes and 28 added.

The largest buyer was IndexIQ Advisors, adding an estimated $18.5M. The largest seller was Creative Planning, cutting an estimated $10.1M.

  • 127 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q1 2022, down from 131 in Q4 2021.
  • Funds reported $425M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q1 2022, down 0.55% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q1 2022 and 20 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q1 2022 was IndexIQ Advisors, an estimated $18.5M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q1 2022 was Creative Planning, an estimated $10.1M sold.

Based on aggregated 13F filings for Q1 2022.