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State Street SPDR S&P International Small Cap ETF

115 hedge funds and large institutions have $558M invested in State Street SPDR S&P International Small Cap ETF in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

19% more capital invested

Capital invested by funds: $469M → $558M (+$88.7M)

3.62% more ownership

Funds ownership: 68.58%72.2% (+3.6%)

2% more funds holding

Funds holding: 113115 (+2)

6% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 33

Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
19
Increased
31
Reduced
33
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
76
Wilbanks Smith & Thomas Asset Management
Virginia
$202K +$197K +6,420 New
Creative Planning
77
Creative Planning
Kansas
$166K -$24.4K -794 -13%
CDIA
78
Capital Directions Investment Advisors
Georgia
$159K
CFG
79
Citizens Financial Group
Rhode Island
$155K -$19K -620 -11%
PA
80
Parallel Advisors
California
$108K +$102K +3,318 +9,480%
TIM
81
Tortoise Investment Management
New York
$107K
BFEC
82
Benjamin F. Edwards & Company
Missouri
$92K +$86.9K +2,831 +3,292%
Citigroup
83
Citigroup
New York
$67K +$706 +23 +1%
CPA
84
Clear Perspective Advisors
Illinois
$66K
WAM
85
Wealthspire Advisors (Maryland)
Maryland
$61K
IA
86
IFP Advisors
Florida
$60K -$13.4K -436 -19%
JP Morgan Chase
87
JP Morgan Chase
New York
$55K +$53.4K +1,742 New
US Bancorp
88
US Bancorp
Minnesota
$53K
WTC
89
WhitTier Trust Company
Nevada
$52K
DADC
90
D.A. Davidson & Co
Montana
$45K -$59.5K -1,938 -57%
ASN
91
Advisory Services Network
Georgia
$38K +$36.5K +1,190 New
IIC
92
Integrated Investment Consultants
Michigan
$37K
CAL
93
Capital Advisors Ltd
Ohio
$34K
CFA
94
Camarda Financial Advisors
Florida
$33K
FANJ
95
Financial Architects (New Jersey)
New Jersey
$32K
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$31K
FMII
97
Farmers & Merchants Investments Inc
Nebraska
$31K +$4.91K +160 +20%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$30K +$29.3K +956 New
IA
99
IndexIQ Advisors
New York
$29K -$961K -31,334 -97%
CWM
100
Cranbrook Wealth Management
Michigan
$26K

GWX Hedge Fund Activity: Q1 2017 in Review

115 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P International Small Cap ETF (GWX) for Q1 2017, worth a combined $558M — up 19% from $469M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new GWX positions and 15 closed out — a net gain of 4 holders — while 31 added to existing stakes and 33 trimmed.

The largest buyer was Baystate Wealth Management, opening a new position worth an estimated $29.7M. The largest seller was Jane Street, cutting an estimated $3.57M.

  • 115 institutional investors held State Street SPDR S&P International Small Cap ETF (GWX) as of Q1 2017, up from 113 in Q4 2016.
  • Funds reported $558M of State Street SPDR S&P International Small Cap ETF stock for Q1 2017, up 19% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P International Small Cap ETF positions in Q1 2017 and 15 closed out, a net change of +4 holders.
  • The largest State Street SPDR S&P International Small Cap ETF buyer in Q1 2017 was Baystate Wealth Management, an estimated $29.7M added.
  • The largest State Street SPDR S&P International Small Cap ETF seller in Q1 2017 was Jane Street, an estimated $3.57M sold.

Based on aggregated 13F filings for Q1 2017.