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State Street SPDR S&P Emerging Markets Small Cap ETF

122 hedge funds and large institutions have $353M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.26% more ownership

Funds ownership: 62.53%65.79% (+3.3%)

0% less capital invested

Capital invested by funds: $355M → $353M (-$1.42M)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

2% less funds holding

Funds holding: 125122 (-3)

13% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 38

Holders
122
Holders Change
-3
Holders Change %
-2.4%
% of All Funds
2.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
33
Reduced
38
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$167M +$10.7M +219,582 +6%
Bank of America
2
Bank of America
North Carolina
$19.7M -$255K -5,212 -1%
NYLIM
3
New York Life Investment Management
New York
$19.3M -$2.18M -44,644 -10%
PPW
4
Parcion Private Wealth
Washington
$13.4M -$591K -12,092 -4%
Mariner
5
Mariner
Kansas
$11.3M +$10.3M +210,636 +556%
LPL Financial
6
LPL Financial
California
$9.63M +$1.5M +30,634 +17%
Wells Fargo
7
Wells Fargo
California
$8.5M -$2.9M -59,361 -24%
Morgan Stanley
8
Morgan Stanley
New York
$8.18M +$357K +7,304 +4%
EWM
9
Empirical Wealth Management
Washington
$7.75M +$539K +11,031 +7%
Victory Capital Management
10
Victory Capital Management
Texas
$7.51M
NEWAS
11
N.E.W. Advisory Services
Wisconsin
$6.38M +$267K +5,458 +4%
GPWA
12
Great Point Wealth Advisors
Massachusetts
$4.73M -$251K -5,128 -5%
TFA
13
Transamerica Financial Advisors
Florida
$3.92M +$179K +3,659 +4%
CAM
14
Crestone Asset Management
Colorado
$3.83M
WMG
15
WESCAP Management Group
California
$3.68M +$178K +3,634 +5%
PFA
16
Pure Financial Advisors
California
$3.47M +$955K +19,533 +34%
SC
17
Sepio Capital
Utah
$3.33M +$3.57M +73,062 New
OIA
18
OneDigital Investment Advisors
Kansas
$3.2M -$140K -2,872 -4%
JFGLC
19
Johnson Financial Group LLC (Colorado)
Colorado
$2.78M +$2.77M +56,752 +1,327%
CCA
20
Checchi Capital Advisers
California
$2.61M +$1.64M +33,463 +140%
TIM
21
Tortoise Investment Management
New York
$2.5M +$421K +8,618 +19%
MC
22
Martin & Co
Tennessee
$2.11M +$53.5K +1,095 +2%
EH
23
Equitable Holdings
New York
$1.92M
CWM
24
CarsonAllaria Wealth Management
Illinois
$1.84M -$34.4K -703 -2%
CWM
25
Cabot Wealth Management
Massachusetts
$1.68M -$46.1K -942 -2%

EWX Hedge Fund Activity: Q3 2022 in Review

122 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q3 2022, worth a combined $353M — down 0.4% from $355M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of EWX and 13 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 33 added.

The largest buyer was Creative Planning, adding an estimated $10.7M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.91M sold.

  • 122 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q3 2022, down from 125 in Q2 2022.
  • Funds reported $353M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q3 2022, down 0.4% quarter-over-quarter.
  • 13 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q3 2022 and 14 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q3 2022 was Creative Planning, an estimated $10.7M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q3 2022 was Susquehanna International Group, an estimated $2.91M sold.

Based on aggregated 13F filings for Q3 2022.