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SPDR S&P Emerging Markets Small Cap ETF
EWX

Overview Fund Activity

152 hedge funds and large institutions have $640M invested in 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.

Holders
152
Holders Change
+12
Holders Change %
+8.57%
% of All Funds
2.23%
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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.8M
2
Bank of America
2
Bank of America
North Carolina
$36.6M
3
RWA
3
Redhawk Wealth Advisors
Minnesota
$3.83M
4
Creative Planning
4
Creative Planning
Kansas
$224M
5
Ameriprise
5
Ameriprise
Minnesota
$5.87M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$10.2M
2
MWM
2
Marion Wealth Management
Pennsylvania
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
KWM
4
Kingsview Wealth Management
Oregon
$0
5
WCFA
5
Walkner Condon Financial Advisors
Wisconsin
$262K
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$224M 3,974,825 +46,281 +1%
NYLIM
2
New York Life Investment Management
New York
$102M 1,804,367 +11,547 +0.6%
Bank of America
3
Bank of America
North Carolina
$36.6M 647,828 +82,317 +15%
WA
4
Waddell & Associates
Tennessee
$32.1M 569,090 +6,573 +1%
Morgan Stanley
5
Morgan Stanley
New York
$22.8M 403,574 +207,303 +106%
AWM
6
Affinity Wealth Management
Delaware
$18.3M 324,811 +4,028 +1%
Mariner
7
Mariner
Kansas
$16.3M 287,840 +10,553 +4%
EWM
8
Empirical Wealth Management
Washington
$10.7M 188,853 -657 -0.3%
LPL Financial
9
LPL Financial
California
$10.2M 180,159 -124,886 -41%
NEWAS
10
N.E.W. Advisory Services
Wisconsin
$9.61M 170,146 -891 -0.5%
Victory Capital Management
11
Victory Capital Management
Texas
$9.3M 164,766 – –
Wells Fargo
12
Wells Fargo
California
$7.84M 138,909 +4,900 +4%
GPWA
13
Great Point Wealth Advisors
Massachusetts
$7.81M 138,269 -3,699 -3%
Ameriprise
14
Ameriprise
Minnesota
$5.87M 103,871 +43,399 +72%
VWM
15
Venturi Wealth Management
Texas
$5.86M 103,850 +586 +0.6%
PFA
16
Pure Financial Advisors
California
$5.26M 93,143 +2,239 +2%
MOS
17
MGO One Seven
Ohio
$4.99M 88,301 +33,547 +61%
BW
18
BIP Wealth
Georgia
$4.87M 86,212 +14,243 +20%
WMG
19
WESCAP Management Group
California
$4.3M 76,158 -2,081 -3%
TFA
20
Transamerica Financial Advisors
Florida
$4.21M 74,608 -11,654 -14%
RWA
21
Redhawk Wealth Advisors
Minnesota
$3.83M 67,851 +67,851 New
TIM
22
Tortoise Investment Management
New York
$3.44M 60,918 -1,090 -2%
AC
23
Apella Capital
Connecticut
$3.17M 56,828 +16,295 +40%
CCA
24
Checchi Capital Advisers
California
$3.15M 55,765 – –
WP
25
WealthPLAN Partners
Nebraska
$2.99M 52,994 +1,409 +3%
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