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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
BSWM
76
Boston Standard Wealth Management
Massachusetts
$450K -$402K -15,553 -49%
EA
77
Elm Advisors
California
$449K -$7.36K -285 -2%
AWM
78
AE Wealth Management
Kansas
$439K -$562K -21,742 -58%
MIAS
79
Mason Investment Advisory Services
Virginia
$416K -$406K -15,736 -51%
TFA
80
Tobias Financial Advisors
Florida
$413K -$672K -26,009 -63%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$399K +$162K +6,256 +77%
GA
82
GFS Advisors
Texas
$385K
ADL
83
Asset Dedication LLC
California
$358K -$131K -5,055 -28%
CAG
84
Csenge Advisory Group
Florida
$358K -$1.94K -75 -0.6%
MWM
85
Mission Wealth Management
California
$356K +$465 +18 +0.1%
PFA
86
Paradigm Financial Advisors
Missouri
$353K -$8.81K -341 -3%
EH
87
Equitable Holdings
New York
$351K -$138K -5,360 -29%
Principal Financial Group
88
Principal Financial Group
Iowa
$344K -$28.8K -1,116 -8%
TWA
89
TCI Wealth Advisors
Arizona
$344K -$20K -774 -6%
OWA
90
Outlook Wealth Advisors
Texas
$343K -$19.9K -771 -6%
Cerity Partners
91
Cerity Partners
New York
$339K +$103 +4 +0%
AWA
92
Arete Wealth Advisors
Illinois
$336K +$49.5K +1,916 +18%
SS
93
Simplicity Solutions
Minnesota
$316K +$11.5K +445 +4%
Natixis Advisors
94
Natixis Advisors
Massachusetts
$312K -$11K -424 -4%
MAS
95
Managed Account Services
Florida
$310K -$111K -4,313 -28%
PA
96
Paracle Advisors
Washington
$303K -$61.2K -2,368 -18%
GC
97
Grimes & Company
Massachusetts
$302K -$10.3K -400 -3%
KFI
98
Key Financial Inc
Pennsylvania
$290K
SIA
99
Strategic Investment Advisors
Michigan
$285K +$2.04K +79 +0.8%
BHWM
100
Bay Harbor Wealth Management
Maryland
$284K -$31.4K -1,216 -10%

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.