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State Street SPDR S&P International Small Cap ETF
GWX

129 hedge funds and large institutions have $583M invested in State Street SPDR S&P International Small Cap ETF in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

34% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 32

13% more funds holding

Funds holding: 114 → 129 (+15)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3.33% less ownership

Funds ownership: 69.29% → 65.95% (-3.3%)

5% less capital invested

Capital invested by funds: $616M → $583M (-$33M)

Holders
129
Holders Change
+15
Holders Change %
+13.16%
% of All Funds
2.93%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
26
Increased
43
Reduced
32
Closed
10
Calls
$447K
Puts
–
Net Calls
+$447K
Net Calls Change
+$447K

Top Buyers

Rank Fund Capital Flow
1
CCP
Cardan Capital Partners
Colorado
+$14.8M
2
Stifel Financial
Stifel Financial
Missouri
+$9.42M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$9.41M
4
AA
Advisory Alpha
Michigan
+$8.03M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.1M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$83.9M
2
SMM
Stadion Money Management
Georgia
-$13.5M
3
State Street
State Street
Massachusetts
-$3.35M
4
Comerica Bank
Comerica Bank
Texas
-$1.61M
5
TFA
Transamerica Financial Advisors
Florida
-$1.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
76
Allegis Investment Advisors
Idaho
$331K +$331K +9,323 New
Brown Advisory
77
Brown Advisory
Maryland
$321K – – –
Citigroup
78
Citigroup
New York
$301K +$105K +2,945 +53%
FPTW
79
Franklin, Parlapiano, Turner & Welch
Texas
$289K – – –
CCA
80
Checchi Capital Advisers
California
$235K – – –
Northern Trust
81
Northern Trust
Illinois
$232K +$232K +6,548 New
WSTAM
82
Wilbanks Smith & Thomas Asset Management
Virginia
$228K – – –
JFG
83
JMG Financial Group
Illinois
$225K – – –
Creative Planning
84
Creative Planning
Kansas
$222K +$222K +6,248 New
AC
85
Avestar Capital
New York
$216K +$218K +6,145 New
CDIA
86
Capital Directions Investment Advisors
Georgia
$178K – – –
SPIA
87
Steward Partners Investment Advisory
New York
$174K +$9.52K +268 +6%
DBT
88
Dubuque Bank & Trust
Iowa
$161K -$87K -2,450 -35%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$133K – – –
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$124K +$2.95K +83 +2%
TIM
91
Tortoise Investment Management
New York
$121K – – –
PA
92
Parallel Advisors
California
$119K – – –
CPA
93
Clear Perspective Advisors
Illinois
$96K -$3.55K -100 -4%
CFG
94
Citizens Financial Group
Rhode Island
$92K – – –
AFNAS
95
American Financial Network Advisory Services
California
$89K – – –
SEI Investments
96
SEI Investments
Pennsylvania
$85K +$8.41K +237 +11%
US Bancorp
97
US Bancorp
Minnesota
$70K +$10.4K +292 +17%
WAM
98
Wealthspire Advisors (Maryland)
Maryland
$69K – – –
CA
99
Crewe Advisors
Utah
$62K +$62.2K +1,751 New
IA
100
IFP Advisors
Florida
$60K -$11.3K -318 -16%
2 3
4
5 6

GWX Hedge Fund Activity: Q4 2017 in Review

129 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P International Small Cap ETF (GWX) for Q4 2017, worth a combined $583M — down 5.4% from $616M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new GWX positions and 10 closed out — a net gain of 16 holders — while 43 added to existing stakes and 32 trimmed.

The largest buyer was Cardan Capital Partners, opening a new position worth an estimated $14.8M. The largest seller was Wells Fargo, cutting an estimated $83.9M.

  • 129 institutional investors held State Street SPDR S&P International Small Cap ETF (GWX) as of Q4 2017, up from 114 in Q3 2017.
  • Funds reported $583M of State Street SPDR S&P International Small Cap ETF stock for Q4 2017, down 5.4% quarter-over-quarter.
  • 26 funds opened new State Street SPDR S&P International Small Cap ETF positions in Q4 2017 and 10 closed out, a net change of +16 holders.
  • The largest State Street SPDR S&P International Small Cap ETF buyer in Q4 2017 was Cardan Capital Partners, an estimated $14.8M added.
  • The largest State Street SPDR S&P International Small Cap ETF seller in Q4 2017 was Wells Fargo, an estimated $83.9M sold.

Based on aggregated 13F filings for Q4 2017.