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State Street SPDR S&P International Small Cap ETF

113 hedge funds and large institutions have $469M invested in State Street SPDR S&P International Small Cap ETF in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

21% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 29

5.48% more ownership

Funds ownership: 63.1%68.58% (+5.5%)

5% more capital invested

Capital invested by funds: $445M → $469M (+$23.5M)

4% more funds holding

Funds holding: 109113 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
2.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
35
Reduced
29
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
76
Harbour Capital Advisors
Virginia
$200K -$9.04K -300 -4%
Creative Planning
77
Creative Planning
Kansas
$175K -$3.77K -125 -2%
CFG
78
Citizens Financial Group
Rhode Island
$161K -$5.87K -195 -3%
CDIA
79
Capital Directions Investment Advisors
Georgia
$146K
TIM
80
Tortoise Investment Management
New York
$99K
DADC
81
D.A. Davidson & Co
Montana
$97K -$1.78K -59 -2%
IA
82
IFP Advisors
Florida
$68K -$6.96K -231 -9%
Citigroup
83
Citigroup
New York
$61K
CPA
84
Clear Perspective Advisors
Illinois
$61K +$63.3K +2,100 New
WAM
85
Wealthspire Advisors (Maryland)
Maryland
$57K
MBT
86
Montecito Bank & Trust
California
$49K +$50.8K +1,685 New
WTC
87
WhitTier Trust Company
Nevada
$48K
US Bancorp
88
US Bancorp
Minnesota
$48K +$34.9K +1,160 +227%
IIC
89
Integrated Investment Consultants
Michigan
$34K
CAL
90
Capital Advisors Ltd
Ohio
$32K
CFA
91
Camarda Financial Advisors
Florida
$30K
FANJ
92
Financial Architects (New Jersey)
New Jersey
$29K -$124K -4,133 -81%
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$29K
CWM
94
Cranbrook Wealth Management
Michigan
$24K
FMII
95
Farmers & Merchants Investments Inc
Nebraska
$24K
GT
96
Glenmede Trust
Pennsylvania
$22K
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19K +$19.4K +643 New
GWM
98
Geneos Wealth Management
Colorado
$17K
AWM
99
AllSquare Wealth Management
New York
$14K
CFA
100
CT Financial Advisors
Pennsylvania
$12.5K +$512 +17 +4%

GWX Hedge Fund Activity: Q4 2016 in Review

113 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P International Small Cap ETF (GWX) for Q4 2016, worth a combined $469M — up 5.3% from $445M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new GWX positions and 15 closed out — a net gain of 5 holders — while 35 added to existing stakes and 29 trimmed.

The largest buyer was State Street, adding an estimated $23.7M. The largest seller was Envestnet Asset Management, cutting an estimated $5.88M.

  • 113 institutional investors held State Street SPDR S&P International Small Cap ETF (GWX) as of Q4 2016, up from 109 in Q3 2016.
  • Funds reported $469M of State Street SPDR S&P International Small Cap ETF stock for Q4 2016, up 5.3% quarter-over-quarter.
  • 20 funds opened new State Street SPDR S&P International Small Cap ETF positions in Q4 2016 and 15 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P International Small Cap ETF buyer in Q4 2016 was State Street, an estimated $23.7M added.
  • The largest State Street SPDR S&P International Small Cap ETF seller in Q4 2016 was Envestnet Asset Management, an estimated $5.88M sold.

Based on aggregated 13F filings for Q4 2016.