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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
WAP
101
Wealthcare Advisory Partners
Pennsylvania
$11K +$11.8K +392 New
RWA
102
Ropes Wealth Advisors
Massachusetts
$6K
SEI Investments
103
SEI Investments
Pennsylvania
$6K +$6.02K +200 New
AP
104
Atwood & Palmer
Missouri
$4K
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$4K +$3.85K +128 New
SSB
106
Sandy Spring Bank
Maryland
$3K
BFEC
107
Benjamin F. Edwards & Company
Missouri
$2K
BlackRock
108
BlackRock
New York
$2K
FCB
109
First Command Bank
Texas
$1K +$843 +28 New
FCFS
110
First Command Financial Services
Texas
$1K +$843 +28 New
PA
111
Parallel Advisors
California
$1K +$1.05K +35 New
GRP
112
Global Retirement Partners
California
$1K +$1.21K +40 New
ACM
113
Aviance Capital Management
Florida
-$1.96M -62,405 Closed
SC
114
Savant Capital
Illinois
-$210K -6,686 Closed
CCA
115
Checchi Capital Advisers
California
-$208K -6,620 Closed
EHPM
116
Emery Howard Portfolio Management
California
-$204K -6,496 Closed
WSTAM
117
Wilbanks Smith & Thomas Asset Management
Virginia
-$201K -6,420 Closed
Truist Financial
118
Truist Financial
North Carolina
-$201K -6,400 Closed
JP Morgan Chase
119
JP Morgan Chase
New York
-$43K -1,366 Closed
CWM
120
Concert Wealth Management
California
-$24K -771 Closed
Mariner
121
Mariner
Kansas
-$14K -462 Closed
WCM
122
Wealthcare Capital Management
Virginia
-$10K -307 Closed
JCM
123
Jacobi Capital Management
Pennsylvania
-$4K -123 Closed
IWMPD
124
Integrated Wealth Management (Palm Desert)
California
-$2K -73 Closed
GI
125
Gradient Investments
Minnesota
-$2K -62 Closed

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.