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State Street SPDR S&P Emerging Markets Small Cap ETF

152 hedge funds and large institutions have $640M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

40% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 43

11% more capital invested

Capital invested by funds: $577M → $640M (+$62.9M)

9% more funds holding

Funds holding: 140152 (+12)

2.68% more ownership

Funds ownership: 72.93%75.61% (+2.7%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
152
Holders Change
+12
Holders Change %
+8.57%
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
26
Increased
60
Reduced
43
Closed
14
Calls
$85K
Puts
Net Calls
+$85K
Net Calls Change
+$85K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$224M +$2.51M +46,281 +1%
NYLIM
2
New York Life Investment Management
New York
$102M +$625K +11,547 +0.6%
Bank of America
3
Bank of America
North Carolina
$36.6M +$4.46M +82,317 +15%
WA
4
Waddell & Associates
Tennessee
$32.1M +$356K +6,573 +1%
Morgan Stanley
5
Morgan Stanley
New York
$22.8M +$11.2M +207,303 +106%
AWM
6
Affinity Wealth Management
Delaware
$18.3M +$218K +4,028 +1%
Mariner
7
Mariner
Kansas
$16.3M +$571K +10,553 +4%
EWM
8
Empirical Wealth Management
Washington
$10.7M -$35.6K -657 -0.3%
LPL Financial
9
LPL Financial
California
$10.2M -$6.76M -124,886 -41%
NEWAS
10
N.E.W. Advisory Services
Wisconsin
$9.61M -$48.2K -891 -0.5%
Victory Capital Management
11
Victory Capital Management
Texas
$9.3M
Wells Fargo
12
Wells Fargo
California
$7.84M +$265K +4,900 +4%
GPWA
13
Great Point Wealth Advisors
Massachusetts
$7.81M -$200K -3,699 -3%
Ameriprise
14
Ameriprise
Minnesota
$5.87M +$2.35M +43,399 +72%
VWM
15
Venturi Wealth Management
Texas
$5.86M +$31.7K +586 +0.6%
PFA
16
Pure Financial Advisors
California
$5.26M +$121K +2,239 +2%
MOS
17
MGO One Seven
Ohio
$4.99M +$1.82M +33,547 +61%
BW
18
BIP Wealth
Georgia
$4.87M +$771K +14,243 +20%
WMG
19
WESCAP Management Group
California
$4.3M -$113K -2,081 -3%
TFA
20
Transamerica Financial Advisors
Florida
$4.21M -$631K -11,654 -14%
RWA
21
Redhawk Wealth Advisors
Minnesota
$3.83M +$3.67M +67,851 New
TIM
22
Tortoise Investment Management
New York
$3.44M -$59K -1,090 -2%
AC
23
Apella Capital
Connecticut
$3.17M +$882K +16,295 +40%
CCA
24
Checchi Capital Advisers
California
$3.15M
WP
25
WealthPLAN Partners
Nebraska
$2.99M +$76.3K +1,409 +3%

EWX Hedge Fund Activity: Q4 2023 in Review

152 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q4 2023, worth a combined $640M — up 11% from $577M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new EWX positions and 14 closed out — a net gain of 12 holders — while 60 added to existing stakes and 43 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $11.2M. The largest seller was LPL Financial, cutting an estimated $6.76M.

  • 152 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q4 2023, up from 140 in Q3 2023.
  • Funds reported $640M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q4 2023, up 11% quarter-over-quarter.
  • 26 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q4 2023 and 14 closed out, a net change of +12 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q4 2023 was Morgan Stanley, an estimated $11.2M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q4 2023 was LPL Financial, an estimated $6.76M sold.

Based on aggregated 13F filings for Q4 2023.