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State Street SPDR S&P Emerging Markets Small Cap ETF

140 hedge funds and large institutions have $577M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

4% more funds holding

Funds holding: 135140 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $585M → $577M (-$7.95M)

2.37% less ownership

Funds ownership: 75.3%72.93% (-2.4%)

14% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 50

Holders
140
Holders Change
+5
Holders Change %
+3.7%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
43
Reduced
50
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$210M -$3.1M -57,683 -1%
NYLIM
2
New York Life Investment Management
New York
$95.9M -$10.2M -189,691 -10%
Bank of America
3
Bank of America
North Carolina
$30.2M +$1.52M +28,288 +5%
WA
4
Waddell & Associates
Tennessee
$30.1M +$575K +10,686 +2%
AWM
5
Affinity Wealth Management
Delaware
$17.2M +$502K +9,331 +3%
LPL Financial
6
LPL Financial
California
$16.3M +$7.51M +139,539 +84%
Mariner
7
Mariner
Kansas
$14.8M +$867K +16,123 +6%
Morgan Stanley
8
Morgan Stanley
New York
$10.5M +$142K +2,646 +1%
EWM
9
Empirical Wealth Management
Washington
$10.1M -$26.3K -489 -0.3%
NEWAS
10
N.E.W. Advisory Services
Wisconsin
$9.15M +$167K +3,100 +2%
Victory Capital Management
11
Victory Capital Management
Texas
$8.81M
GPWA
12
Great Point Wealth Advisors
Massachusetts
$7.59M -$42.6K -791 -0.6%
Wells Fargo
13
Wells Fargo
California
$7.17M +$222K +4,128 +3%
VWM
14
Venturi Wealth Management
Texas
$5.52M +$5.56M +103,264 New
PFA
15
Pure Financial Advisors
California
$4.86M -$45.5K -846 -0.9%
TFA
16
Transamerica Financial Advisors
Florida
$4.61M +$89.9K +1,671 +2%
WMG
17
WESCAP Management Group
California
$4.18M -$104K -1,924 -2%
BW
18
BIP Wealth
Georgia
$3.85M -$487K -9,048 -11%
TIM
19
Tortoise Investment Management
New York
$3.32M -$64.6K -1,200 -2%
Ameriprise
20
Ameriprise
Minnesota
$3.23M +$3.25M +60,472 New
CCA
21
Checchi Capital Advisers
California
$2.98M +$95K +1,766 +3%
MOS
22
MGO One Seven
Ohio
$2.93M +$460K +8,543 +18%
WP
23
WealthPLAN Partners
Nebraska
$2.76M +$2.78M +51,585 New
RFWA
24
RPg Family Wealth Advisory
Massachusetts
$2.65M -$22.1K -410 -0.8%
OIA
25
OneDigital Investment Advisors
Kansas
$2.37M -$62.9K -1,170 -3%

EWX Hedge Fund Activity: Q3 2023 in Review

140 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q3 2023, worth a combined $577M — down 1.4% from $585M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EWX positions and 10 closed out — a net gain of 7 holders — while 43 added to existing stakes and 50 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.51M. The largest seller was Jane Street, exiting entirely with an estimated $28.4M sold.

  • 140 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q3 2023, up from 135 in Q2 2023.
  • Funds reported $577M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q3 2023, down 1.4% quarter-over-quarter.
  • 17 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q3 2023 and 10 closed out, a net change of +7 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q3 2023 was LPL Financial, an estimated $7.51M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q3 2023 was Jane Street, an estimated $28.4M sold.

Based on aggregated 13F filings for Q3 2023.