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State Street SPDR S&P Emerging Markets Small Cap ETF

125 hedge funds and large institutions have $355M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 38

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

2% less funds holding

Funds holding: 127125 (-2)

1.77% less ownership

Funds ownership: 64.3%62.53% (-1.8%)

16% less capital invested

Capital invested by funds: $425M → $355M (-$70M)

Holders
125
Holders Change
-2
Holders Change %
-1.57%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
44
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$168M -$14.6M -277,396 -7%
NYLIM
2
New York Life Investment Management
New York
$22.8M +$24.7M +469,022 New
Bank of America
3
Bank of America
North Carolina
$21.3M -$4.75M -90,328 -17%
PPW
4
Parcion Private Wealth
Washington
$14.8M +$8.36M +158,920 +109%
Wells Fargo
5
Wells Fargo
California
$12M +$4.33M +82,371 +50%
LPL Financial
6
LPL Financial
California
$8.79M +$190K +3,606 +2%
Morgan Stanley
7
Morgan Stanley
New York
$8.38M -$709K -13,481 -7%
Victory Capital Management
8
Victory Capital Management
Texas
$8.02M
EWM
9
Empirical Wealth Management
Washington
$7.74M +$1.25M +23,772 +18%
NEWAS
10
N.E.W. Advisory Services
Wisconsin
$6.55M -$1.74M -33,122 -20%
GPWA
11
Great Point Wealth Advisors
Massachusetts
$5.3M +$1.94M +36,911 +51%
CAM
12
Crestone Asset Management
Colorado
$4.09M
TFA
13
Transamerica Financial Advisors
Florida
$4M +$4.29M +81,527 +10,784%
WMG
14
WESCAP Management Group
California
$3.76M +$583K +11,080 +17%
OIA
15
OneDigital Investment Advisors
Kansas
$3.55M -$82.2K -1,564 -2%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.91M +$2.75M +52,256 +699%
PFA
17
Pure Financial Advisors
California
$2.76M -$124K -2,362 -4%
UBS Group
18
UBS Group
Switzerland
$2.26M -$3.39M -64,405 -58%
TIM
19
Tortoise Investment Management
New York
$2.25M +$273K +5,189 +13%
MC
20
Martin & Co
Tennessee
$2.2M +$53.8K +1,024 +2%
EH
21
Equitable Holdings
New York
$2.05M
RFWA
22
RPg Family Wealth Advisory
Massachusetts
$2M +$107K +2,040 +5%
CWM
23
CarsonAllaria Wealth Management
Illinois
$2M +$25K +475 +1%
TFCP
24
Twin Focus Capital Partners
Massachusetts
$1.95M -$22.2K -423 -1%
CWM
25
Cabot Wealth Management
Massachusetts
$1.84M +$94.7K +1,802 +5%

EWX Hedge Fund Activity: Q2 2022 in Review

125 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q2 2022, worth a combined $355M — down 16% from $425M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of EWX and 12 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 44 added.

The largest buyer was New York Life Investment Management, opening a new position worth an estimated $24.7M. The largest seller was Creative Planning, cutting an estimated $14.6M.

  • 125 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q2 2022, down from 127 in Q1 2022.
  • Funds reported $355M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q2 2022, down 16% quarter-over-quarter.
  • 12 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q2 2022 and 13 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q2 2022 was New York Life Investment Management, an estimated $24.7M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q2 2022 was Creative Planning, an estimated $14.6M sold.

Based on aggregated 13F filings for Q2 2022.