We are live on ! Find out more
EWX icon

State Street SPDR S&P Emerging Markets Small Cap ETF
EWX

161 hedge funds and large institutions have $501M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 57

1% less funds holding

Funds holding: 163 → 161 (-2)

6.4% less ownership

Funds ownership: 75.02% → 68.63% (-6.4%)

21% less capital invested

Capital invested by funds: $633M → $501M (-$132M)

Holders
161
Holders Change
-2
Holders Change %
-1.23%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
57
Reduced
57
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
+$5.94M
2
JWM
JFG Wealth Management
Colorado
+$2.12M
3
FTUS
Flow Traders U.S.
New York
+$1.34M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$1.09M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.03M

Top Sellers

1
NYLIM
New York Life Investment Management
New York
-$86.8M
2
Creative Planning
Creative Planning
Kansas
-$24.4M
3
AWM
Affinity Wealth Management
Delaware
-$18.3M
4
Jane Street
Jane Street
New York
-$9.55M
5
VWM
Venturi Wealth Management
Texas
-$6.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$171M -$24.4M -425,629 -13%
Bank of America
2
Bank of America
North Carolina
$50.7M -$4.25M -74,181 -8%
WA
3
Waddell & Associates
Tennessee
$33.4M +$557K +9,710 +2%
LPL Financial
4
LPL Financial
California
$18.3M +$231K +4,034 +1%
Mariner
5
Mariner
Kansas
$18.3M +$626K +10,914 +4%
Morgan Stanley
6
Morgan Stanley
New York
$11.1M -$2.41M -42,090 -18%
EWM
7
Empirical Wealth Management
Washington
$10.5M -$209K -3,640 -2%
Wells Fargo
8
Wells Fargo
California
$9.87M +$671K +11,702 +7%
Victory Capital Management
9
Victory Capital Management
Texas
$9.54M – – –
NEWAS
10
N.E.W. Advisory Services
Wisconsin
$9.19M -$393K -6,854 -4%
Ameriprise
11
Ameriprise
Minnesota
$8M -$509K -8,886 -6%
JFGLC
12
Johnson Financial Group LLC (Colorado)
Colorado
$7.97M +$5.94M +103,603 +305%
PFA
13
Pure Financial Advisors
California
$5.46M +$37.6K +656 +0.7%
MOS
14
MGO One Seven
Ohio
$5.33M +$56.5K +986 +1%
BW
15
BIP Wealth
Georgia
$5M -$318K -5,544 -6%
TFA
16
Transamerica Financial Advisors
Florida
$4.78M – – –
AC
17
Apella Capital
Connecticut
$4.62M +$674K +11,754 +18%
WMG
18
WESCAP Management Group
California
$4.49M +$16.5K +287 +0.4%
RFWA
19
RPg Family Wealth Advisory
Massachusetts
$4.29M +$4.99K +87 +0.1%
TIM
20
Tortoise Investment Management
New York
$3.63M +$33.5K +585 +0.9%
Jane Street
21
Jane Street
New York
$3.55M -$9.55M -166,613 -73%
MAC
22
Mason & Associates (California)
California
$3.37M +$44.8K +782 +1%
CCA
23
Checchi Capital Advisers
California
$3.18M -$187K -3,253 -6%
CF
24
Cyr Financial
Illinois
$3.18M +$3.15M +54,931 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.18M +$767K +13,371 +32%
1
2 3 4 5

EWX Hedge Fund Activity: Q2 2024 in Review

161 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q2 2024, worth a combined $501M — down 21% from $633M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EWX positions and 15 closed out — a net gain of 1 holder — while 57 added to existing stakes and 57 trimmed.

The largest buyer was Johnson Financial Group LLC (Colorado), adding an estimated $5.94M. The largest seller was New York Life Investment Management, exiting entirely with an estimated $86.8M sold.

  • 161 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q2 2024, down from 163 in Q1 2024.
  • Funds reported $501M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q2 2024, down 21% quarter-over-quarter.
  • 16 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q2 2024 and 15 closed out, a net change of +1 holder.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q2 2024 was Johnson Financial Group LLC (Colorado), an estimated $5.94M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q2 2024 was New York Life Investment Management, an estimated $86.8M sold.

Based on aggregated 13F filings for Q2 2024.