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State Street SPDR S&P Emerging Markets Small Cap ETF

137 hedge funds and large institutions have $450M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 45 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

32% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 34

27% more capital invested

Capital invested by funds: $353M → $450M (+$96.7M)

12% more funds holding

Funds holding: 122137 (+15)

3.84% more ownership

Funds ownership: 65.79%69.63% (+3.8%)

Holders
137
Holders Change
+15
Holders Change %
+12.3%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
45
Reduced
34
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$192M +$12M +250,637 +7%
WA
2
Waddell & Associates
Tennessee
$26.1M +$25.6M +534,068 New
Bank of America
3
Bank of America
North Carolina
$24.3M +$3.07M +64,078 +15%
NYLIM
4
New York Life Investment Management
New York
$22.6M +$1.82M +37,961 +9%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$20.7M +$20.3M +422,431 New
Mariner
6
Mariner
Kansas
$12M -$123K -2,563 -1%
PPW
7
Parcion Private Wealth
Washington
$11.3M -$3M -62,549 -21%
LPL Financial
8
LPL Financial
California
$11.2M +$886K +18,477 +9%
EWM
9
Empirical Wealth Management
Washington
$9.42M +$1.07M +22,301 +13%
Victory Capital Management
10
Victory Capital Management
Texas
$8.06M
NEWAS
11
N.E.W. Advisory Services
Wisconsin
$7.8M +$923K +19,242 +14%
Morgan Stanley
12
Morgan Stanley
New York
$7.49M -$1.27M -26,500 -15%
GPWA
13
Great Point Wealth Advisors
Massachusetts
$7.17M +$2.05M +42,720 +41%
Wells Fargo
14
Wells Fargo
California
$7.13M -$1.96M -40,781 -22%
PFA
15
Pure Financial Advisors
California
$4.38M +$636K +13,253 +17%
CAM
16
Crestone Asset Management
Colorado
$4.11M
TFA
17
Transamerica Financial Advisors
Florida
$4.11M -$98.8K -2,059 -2%
WMG
18
WESCAP Management Group
California
$4.05M +$95.3K +1,988 +2%
SC
19
Sepio Capital
Utah
$3.77M +$193K +4,026 +6%
TIM
20
Tortoise Investment Management
New York
$3.11M +$413K +8,606 +16%
OIA
21
OneDigital Investment Advisors
Kansas
$2.85M -$569K -11,867 -17%
CCA
22
Checchi Capital Advisers
California
$2.69M -$108K -2,253 -4%
MC
23
Martin & Co
Tennessee
$2.31M +$41.9K +874 +2%
CCWM
24
Cassaday & Co Wealth Management
Virginia
$2.3M +$2.26M +47,085 New
EH
25
Equitable Holdings
New York
$2.28M +$214K +4,464 +11%

EWX Hedge Fund Activity: Q4 2022 in Review

137 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q4 2022, worth a combined $450M — up 27% from $353M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new EWX positions and 15 closed out — a net gain of 18 holders — while 45 added to existing stakes and 34 trimmed.

The largest buyer was Waddell & Associates, opening a new position worth an estimated $25.6M. The largest seller was Parcion Private Wealth, cutting an estimated $3M.

  • 137 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q4 2022, up from 122 in Q3 2022.
  • Funds reported $450M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q4 2022, up 27% quarter-over-quarter.
  • 33 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q4 2022 and 15 closed out, a net change of +18 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q4 2022 was Waddell & Associates, an estimated $25.6M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q4 2022 was Parcion Private Wealth, an estimated $3M sold.

Based on aggregated 13F filings for Q4 2022.