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State Street SPDR S&P International Small Cap ETF

149 hedge funds and large institutions have $590M invested in State Street SPDR S&P International Small Cap ETF in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 52 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

53% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 34

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

16% more funds holding

Funds holding: 129149 (+20)

1% more capital invested

Capital invested by funds: $583M → $590M (+$6.46M)

2.66% less ownership

Funds ownership: 65.95%63.29% (-2.7%)

Holders
149
Holders Change
+20
Holders Change %
+15.5%
% of All Funds
3.42%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
27
Increased
52
Reduced
34
Closed
7
Calls
$538K
Puts
Net Calls
+$538K
Net Calls Change
+$91K
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
51
United Capital Financial Advisors
Texas
$1.05M -$24.5K -680 -2%
SWP
52
Strategic Wealth Partners
Ohio
$997K +$989K +27,478 +3,892%
KP
53
Keel Point
Alabama
$996K +$107K +2,983 +12%
AL
54
Aspiriant LLC
California
$990K +$312K +8,672 +45%
William Blair & Company
55
William Blair & Company
Illinois
$977K
MCM
56
MAI Capital Management
Ohio
$899K
MML Investors Services
57
MML Investors Services
Massachusetts
$808K -$2.23M -61,962 -73%
PC
58
Premise Capital
Illinois
$805K +$819K +22,745 New
RC
59
RegentAtlantic Capital
New Jersey
$762K
SP
60
Symmetry Partners
Connecticut
$761K +$70.4K +1,956 +10%
CA
61
Continuum Advisory
Idaho
$728K +$162K +4,492 +28%
PWPS
62
Pinnacle Wealth Planning Services
Ohio
$719K +$731K +20,310 New
SB
63
Suntrust Banks
Georgia
$706K -$806K -22,386 -53%
AI
64
Atria Investments
North Carolina
$640K -$1.22M -33,773 -65%
GC
65
Grimes & Company
Massachusetts
$622K +$633K +17,576 New
Renaissance Technologies
66
Renaissance Technologies
New York
$598K +$608K +16,900 New
FC
67
Financial Consulate
Maryland
$597K +$607K +16,859 New
TWA
68
TCI Wealth Advisors
Arizona
$589K -$7.34K -204 -1%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$580K +$130K +3,603 +28%
MFT
70
Moisand Fitzgerald Tamayo
Florida
$579K +$589K +16,366 New
OCM
71
One Capital Management
California
$578K -$67.5K -1,877 -10%
HT
72
Hefren-Tillotson
Pennsylvania
$568K +$20.9K +581 +4%
CIBC Private Wealth Group
73
CIBC Private Wealth Group
Georgia
$566K +$569K +15,805 +8,189%
EA
74
Elm Advisors
California
$559K +$18.5K +515 +3%
AIA
75
Allegis Investment Advisors
Idaho
$485K +$158K +4,382 +47%

GWX Hedge Fund Activity: Q1 2018 in Review

149 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P International Small Cap ETF (GWX) for Q1 2018, worth a combined $590M — up 1.1% from $583M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new GWX positions and 7 closed out — a net gain of 20 holders — while 52 added to existing stakes and 34 trimmed.

The largest buyer was Commerce Bank, adding an estimated $6.25M. The largest seller was Cardan Capital Partners, exiting entirely with an estimated $14.8M sold.

  • 149 institutional investors held State Street SPDR S&P International Small Cap ETF (GWX) as of Q1 2018, up from 129 in Q4 2017.
  • Funds reported $590M of State Street SPDR S&P International Small Cap ETF stock for Q1 2018, up 1.1% quarter-over-quarter.
  • 27 funds opened new State Street SPDR S&P International Small Cap ETF positions in Q1 2018 and 7 closed out, a net change of +20 holders.
  • The largest State Street SPDR S&P International Small Cap ETF buyer in Q1 2018 was Commerce Bank, an estimated $6.25M added.
  • The largest State Street SPDR S&P International Small Cap ETF seller in Q1 2018 was Cardan Capital Partners, an estimated $14.8M sold.

Based on aggregated 13F filings for Q1 2018.