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State Street SPDR S&P Emerging Markets Small Cap ETF

130 hedge funds and large institutions have $449M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $450M → $449M (-$1.21M)

7% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 43

1.95% less ownership

Funds ownership: 69.63%67.68% (-2%)

5% less funds holding

Funds holding: 137130 (-7)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

Holders
130
Holders Change
-7
Holders Change %
-5.11%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
40
Reduced
43
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$194M -$4.84M -95,212 -2%
WA
2
Waddell & Associates
Tennessee
$27.5M +$463K +9,103 +2%
Bank of America
3
Bank of America
North Carolina
$26.4M +$1.28M +25,242 +5%
NYLIM
4
New York Life Investment Management
New York
$14.3M -$9.15M -179,937 -39%
Mariner
5
Mariner
Kansas
$12.6M +$103K +2,034 +0.8%
AWM
6
Affinity Wealth Management
Delaware
$12M +$12M +236,202 New
PPW
7
Parcion Private Wealth
Washington
$10.8M -$908K -17,857 -8%
LPL Financial
8
LPL Financial
California
$10.2M -$1.42M -27,839 -12%
EWM
9
Empirical Wealth Management
Washington
$9.84M +$92.6K +1,822 +0.9%
Morgan Stanley
10
Morgan Stanley
New York
$9.61M +$1.86M +36,556 +24%
NEWAS
11
N.E.W. Advisory Services
Wisconsin
$8.51M +$438K +8,622 +5%
Victory Capital Management
12
Victory Capital Management
Texas
$8.35M
GPWA
13
Great Point Wealth Advisors
Massachusetts
$7.26M -$157K -3,085 -2%
Wells Fargo
14
Wells Fargo
California
$7.13M -$254K -4,995 -3%
PFA
15
Pure Financial Advisors
California
$4.64M +$112K +2,199 +2%
BW
16
BIP Wealth
Georgia
$4.35M +$4.37M +85,931 New
WMG
17
WESCAP Management Group
California
$4.17M -$25.6K -503 -0.6%
TFA
18
Transamerica Financial Advisors
Florida
$4.1M -$153K -3,011 -4%
TIM
19
Tortoise Investment Management
New York
$3.24M +$29.2K +574 +0.9%
CAM
20
Crestone Asset Management
Colorado
$3.24M -$1.02M -20,000 -24%
Jane Street
21
Jane Street
New York
$3.17M +$3.18M +62,540 New
RCA
22
Resonant Capital Advisors
Wisconsin
$3.02M +$3.03M +59,545 New
OIA
23
OneDigital Investment Advisors
Kansas
$2.78M -$175K -3,440 -6%
MOS
24
MGO One Seven
Ohio
$2.74M +$1.77M +34,719 +179%
CCA
25
Checchi Capital Advisers
California
$2.73M -$56.9K -1,119 -2%

EWX Hedge Fund Activity: Q1 2023 in Review

130 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q1 2023, worth a combined $449M — down 0.27% from $450M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of EWX and 13 opened new positions — a net loss of 2 holders — while 43 trimmed existing stakes and 40 added.

The largest buyer was Affinity Wealth Management, opening a new position worth an estimated $12M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $20.7M sold.

  • 130 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q1 2023, down from 137 in Q4 2022.
  • Funds reported $449M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q1 2023, down 0.27% quarter-over-quarter.
  • 13 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q1 2023 and 15 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q1 2023 was Affinity Wealth Management, an estimated $12M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q1 2023 was Susquehanna International Group, an estimated $20.7M sold.

Based on aggregated 13F filings for Q1 2023.