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State Street SPDR S&P International Small Cap ETF

168 hedge funds and large institutions have $408M invested in State Street SPDR S&P International Small Cap ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 85 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

19% more capital invested

Capital invested by funds: $344M → $408M (+$64M)

1.98% more ownership

Funds ownership: 60.13%62.11% (+2%)

3% less funds holding

Funds holding: 173168 (-5)

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

53% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 85

Holders
168
Holders Change
-5
Holders Change %
-2.89%
% of All Funds
3.44%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.1%
New
17
Increased
40
Reduced
85
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFT
51
Moisand Fitzgerald Tamayo
Florida
$1.08M -$55.6K -2,153 -5%
HighTower Advisors
52
HighTower Advisors
Illinois
$974K +$176K +6,808 +24%
VA
53
Valmark Advisers
Ohio
$966K -$83.8K -3,245 -8%
SFM
54
Signet Financial Management
New Jersey
$964K +$47.1K +1,825 +6%
PA
55
Probity Advisors
Texas
$956K -$1.65K -64 -0.2%
SCM
56
Stonehearth Capital Management
Massachusetts
$881K -$42.3K -1,638 -5%
Goldman Sachs
57
Goldman Sachs
New York
$868K -$1.55M -60,118 -65%
PWPS
58
Pinnacle Wealth Planning Services
Ohio
$863K -$962K -37,265 -54%
PAS
59
Park Avenue Securities
New York
$848K +$150K +5,818 +23%
OCM
60
One Capital Management
California
$818K -$25.5K -986 -3%
RA
61
RFG Advisory
Alabama
$790K +$215K +8,325 +40%
FSG
62
Financial Strategies Group
Michigan
$767K +$51.4K +1,992 +8%
SMC
63
Smith, Moore & Co
Missouri
$763K +$195K +7,533 +37%
UCFA
64
United Capital Financial Advisors
Texas
$732K -$24.2K -937 -3%
AL
65
Aspiriant LLC
California
$637K -$12.7K -492 -2%
AO
66
Advisor OS
Illinois
$633K +$597K +23,129 New
3AM
67
3D Asset Management
Connecticut
$617K -$41.2K -1,595 -7%
Truist Financial
68
Truist Financial
North Carolina
$602K -$124K -4,805 -18%
Northern Trust
69
Northern Trust
Illinois
$592K -$20.7K -800 -4%
Comerica Bank
70
Comerica Bank
Texas
$582K -$283K -10,945 -35%
SBH
71
Segall Bryant & Hamill
Illinois
$531K -$241K -9,313 -32%
ACM
72
AlphaStar Capital Management
North Carolina
$519K -$389K -15,059 -45%
VBFP
73
Valtinson Bruner Financial Planning
Minnesota
$499K -$197K -7,623 -31%
BAMG
74
Brand Asset Management Group
Missouri
$497K -$138K -5,330 -23%
FC
75
Financial Consulate
Maryland
$490K +$74.8K +2,896 +19%

GWX Hedge Fund Activity: Q2 2020 in Review

168 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P International Small Cap ETF (GWX) for Q2 2020, worth a combined $408M — up 19% from $344M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of GWX and 17 opened new positions — a net loss of 5 holders — while 85 trimmed existing stakes and 40 added.

The largest buyer was Pitcairn, adding an estimated $10.4M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $8.06M.

  • 168 institutional investors held State Street SPDR S&P International Small Cap ETF (GWX) as of Q2 2020, down from 173 in Q1 2020.
  • Funds reported $408M of State Street SPDR S&P International Small Cap ETF stock for Q2 2020, up 19% quarter-over-quarter.
  • 17 funds opened new State Street SPDR S&P International Small Cap ETF positions in Q2 2020 and 22 closed out, a net change of -5 holders.
  • The largest State Street SPDR S&P International Small Cap ETF buyer in Q2 2020 was Pitcairn, an estimated $10.4M added.
  • The largest State Street SPDR S&P International Small Cap ETF seller in Q2 2020 was Wealth Enhancement Advisory Services, an estimated $8.06M sold.

Based on aggregated 13F filings for Q2 2020.