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State Street SPDR S&P Emerging Markets Small Cap ETF

135 hedge funds and large institutions have $585M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 46 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

30% more capital invested

Capital invested by funds: $449M → $585M (+$137M)

7.63% more ownership

Funds ownership: 67.68%75.3% (+7.6%)

4% more funds holding

Funds holding: 130135 (+5)

0% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 46

Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
2.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
46
Reduced
46
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$209M +$8.41M +163,125 +4%
NYLIM
2
New York Life Investment Management
New York
$104M +$87.7M +1,700,109 +602%
WA
3
Waddell & Associates
Tennessee
$29M +$447K +8,660 +2%
Jane Street
4
Jane Street
New York
$28.4M +$24.7M +478,997 +766%
Bank of America
5
Bank of America
North Carolina
$28.2M +$794K +15,393 +3%
AWM
6
Affinity Wealth Management
Delaware
$16.4M +$3.88M +75,250 +32%
Mariner
7
Mariner
Kansas
$13.7M +$679K +13,177 +5%
Morgan Stanley
8
Morgan Stanley
New York
$10.2M +$202K +3,924 +2%
EWM
9
Empirical Wealth Management
Washington
$9.98M -$221K -4,286 -2%
NEWAS
10
N.E.W. Advisory Services
Wisconsin
$8.82M +$773 +15 +0%
LPL Financial
11
LPL Financial
California
$8.69M -$1.88M -36,526 -18%
Victory Capital Management
12
Victory Capital Management
Texas
$8.65M
GPWA
13
Great Point Wealth Advisors
Massachusetts
$7.5M -$34.5K -670 -0.5%
Wells Fargo
14
Wells Fargo
California
$6.82M -$559K -10,842 -8%
PFA
15
Pure Financial Advisors
California
$4.82M +$5.83K +113 +0.1%
TFA
16
Transamerica Financial Advisors
Florida
$4.44M +$192K +3,719 +5%
BW
17
BIP Wealth
Georgia
$4.25M -$253K -4,914 -6%
WMG
18
WESCAP Management Group
California
$4.21M -$113K -2,183 -3%
CAM
19
Crestone Asset Management
Colorado
$3.36M
TIM
20
Tortoise Investment Management
New York
$3.32M -$44.1K -855 -1%
CCA
21
Checchi Capital Advisers
California
$2.84M +$3.97K +77 +0.1%
RFWA
22
RPg Family Wealth Advisory
Massachusetts
$2.62M +$1.01M +19,564 +64%
MOS
23
MGO One Seven
Ohio
$2.43M -$407K -7,901 -15%
OIA
24
OneDigital Investment Advisors
Kansas
$2.39M -$486K -9,420 -17%
FAIM
25
Financial Advocates Investment Management
Washington
$2.32M +$142K +2,749 +7%

EWX Hedge Fund Activity: Q2 2023 in Review

135 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q2 2023, worth a combined $585M — up 30% from $449M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EWX positions and 6 closed out — a net gain of 5 holders — while 46 added to existing stakes and 46 trimmed.

The largest buyer was New York Life Investment Management, adding an estimated $87.7M. The largest seller was Parcion Private Wealth, cutting an estimated $9.59M.

  • 135 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q2 2023, up from 130 in Q1 2023.
  • Funds reported $585M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q2 2023, up 30% quarter-over-quarter.
  • 11 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q2 2023 and 6 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q2 2023 was New York Life Investment Management, an estimated $87.7M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q2 2023 was Parcion Private Wealth, an estimated $9.59M sold.

Based on aggregated 13F filings for Q2 2023.