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State Street SPDR S&P Emerging Markets Small Cap ETF

170 hedge funds and large institutions have $528M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 61 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

6% more funds holding

Funds holding: 161170 (+9)

5% more capital invested

Capital invested by funds: $501M → $528M (+$27.3M)

0.32% less ownership

Funds ownership: 68.63%68.31% (-0.32%)

28% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 61

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $225K

Holders
170
Holders Change
+9
Holders Change %
+5.59%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
19
Increased
44
Reduced
61
Closed
8
Calls
Puts
$225K
Net Calls
-$225K
Net Calls Change
-$225K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$166M -$17.1M -293,052 -10%
Bank of America
2
Bank of America
North Carolina
$52.5M -$1.9M -32,625 -4%
WA
3
Waddell & Associates
Tennessee
$36.9M +$864K +14,840 +3%
Mariner
4
Mariner
Kansas
$19.8M +$118K +2,034 +0.6%
LPL Financial
5
LPL Financial
California
$18.9M -$786K -13,492 -4%
EWM
6
Empirical Wealth Management
Washington
$11.3M -$13.5K -232 -0.1%
Wells Fargo
7
Wells Fargo
California
$10.9M +$275K +4,718 +3%
Morgan Stanley
8
Morgan Stanley
New York
$10.8M -$1.08M -18,506 -10%
Victory Capital Management
9
Victory Capital Management
Texas
$10.3M
NEWAS
10
N.E.W. Advisory Services
Wisconsin
$9.41M -$461K -7,915 -5%
Ameriprise
11
Ameriprise
Minnesota
$7.12M -$1.4M -24,018 -17%
Jane Street
12
Jane Street
New York
$6.79M +$2.77M +47,511 +77%
BW
13
BIP Wealth
Georgia
$6.71M +$1.23M +21,204 +25%
JFGLC
14
Johnson Financial Group LLC (Colorado)
Colorado
$6.08M -$2.34M -40,118 -29%
PFA
15
Pure Financial Advisors
California
$6.05M +$155K +2,660 +3%
MOS
16
MGO One Seven
Ohio
$5.68M -$60.4K -1,038 -1%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$5.66M +$2.78M +47,749 +111%
AC
18
Apella Capital
Connecticut
$5.61M +$580K +9,967 +13%
Citadel Advisors
19
Citadel Advisors
Florida
$5.37M +$2.46M +42,294 +96%
TFA
20
Transamerica Financial Advisors
Florida
$5.32M +$164K +2,821 +3%
WMG
21
WESCAP Management Group
California
$4.79M -$47.5K -816 -1%
RFWA
22
RPg Family Wealth Advisory
Massachusetts
$4.67M +$45.7K +785 +1%
MFG
23
Merit Financial Group
Georgia
$4.41M +$2.9M +49,860 +239%
FTUS
24
Flow Traders U.S.
New York
$3.93M +$1.5M +25,801 +69%
TIM
25
Tortoise Investment Management
New York
$3.9M -$5.82K -100 -0.2%

EWX Hedge Fund Activity: Q3 2024 in Review

170 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q3 2024, worth a combined $528M — up 5.5% from $501M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EWX positions and 8 closed out — a net gain of 11 holders — while 44 added to existing stakes and 61 trimmed.

The largest buyer was Merit Financial Group, adding an estimated $2.9M. The largest seller was Creative Planning, cutting an estimated $17.1M.

  • 170 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q3 2024, up from 161 in Q2 2024.
  • Funds reported $528M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q3 2024, up 5.5% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q3 2024 and 8 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q3 2024 was Merit Financial Group, an estimated $2.9M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q3 2024 was Creative Planning, an estimated $17.1M sold.

Based on aggregated 13F filings for Q3 2024.