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State Street SPDR S&P Emerging Markets Small Cap ETF

163 hedge funds and large institutions have $633M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

38% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 48

7% more funds holding

Funds holding: 152163 (+11)

0.59% less ownership

Funds ownership: 75.61%75.02% (-0.59%)

1% less capital invested

Capital invested by funds: $640M → $633M (-$7.12M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
163
Holders Change
+11
Holders Change %
+7.24%
% of All Funds
2.35%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
66
Reduced
48
Closed
12
Calls
$17K
Puts
Net Calls
+$17K
Net Calls Change
-$68K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$189M -$32.7M -590,457 -15%
NYLIM
2
New York Life Investment Management
New York
$86.8M -$13.8M -248,602 -14%
Bank of America
3
Bank of America
North Carolina
$52.9M +$16.7M +300,883 +46%
WA
4
Waddell & Associates
Tennessee
$31.7M -$91K -1,643 -0.3%
AWM
5
Affinity Wealth Management
Delaware
$18.3M +$166K +3,002 +0.9%
LPL Financial
6
LPL Financial
California
$17.4M +$7.33M +132,272 +73%
Mariner
7
Mariner
Kansas
$17M +$933K +16,843 +6%
Morgan Stanley
8
Morgan Stanley
New York
$13M -$9.44M -170,307 -42%
Jane Street
9
Jane Street
New York
$12.7M +$12.6M +227,986 New
EWM
10
Empirical Wealth Management
Washington
$10.4M -$177K -3,196 -2%
NEWAS
11
N.E.W. Advisory Services
Wisconsin
$9.24M -$252K -4,557 -3%
Victory Capital Management
12
Victory Capital Management
Texas
$9.19M
Wells Fargo
13
Wells Fargo
California
$8.85M +$1.09M +19,734 +14%
Ameriprise
14
Ameriprise
Minnesota
$8.2M +$2.39M +43,094 +41%
VWM
15
Venturi Wealth Management
Texas
$6.25M +$451K +8,138 +8%
Citadel Advisors
16
Citadel Advisors
Florida
$5.37M +$5.02M +90,602 +1,621%
PFA
17
Pure Financial Advisors
California
$5.23M +$28K +505 +0.5%
BW
18
BIP Wealth
Georgia
$5.13M +$314K +5,664 +7%
MOS
19
MGO One Seven
Ohio
$5.08M +$154K +2,788 +3%
TFA
20
Transamerica Financial Advisors
Florida
$4.6M +$434K +7,824 +10%
RWA
21
Redhawk Wealth Advisors
Minnesota
$4.51M +$719K +12,980 +19%
WMG
22
WESCAP Management Group
California
$4.31M +$63.4K +1,145 +2%
RFWA
23
RPg Family Wealth Advisory
Massachusetts
$4.13M +$1.4M +25,210 +52%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.9M +$2.53M +45,688 +188%
AC
25
Apella Capital
Connecticut
$3.83M +$540K +9,747 +17%

EWX Hedge Fund Activity: Q1 2024 in Review

163 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q1 2024, worth a combined $633M — down 1.1% from $640M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EWX positions and 12 closed out — a net gain of 12 holders — while 66 added to existing stakes and 48 trimmed.

The largest buyer was Bank of America, adding an estimated $16.7M. The largest seller was Creative Planning, cutting an estimated $32.7M.

  • 163 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q1 2024, up from 152 in Q4 2023.
  • Funds reported $633M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q1 2024, down 1.1% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q1 2024 and 12 closed out, a net change of +12 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q1 2024 was Bank of America, an estimated $16.7M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q1 2024 was Creative Planning, an estimated $32.7M sold.

Based on aggregated 13F filings for Q1 2024.