We are live on ! Find out more
GWX icon

State Street SPDR S&P International Small Cap ETF

189 hedge funds and large institutions have $486M invested in State Street SPDR S&P International Small Cap ETF in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 44 increasing their positions, 74 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

15% more capital invested

Capital invested by funds: $423M → $486M (+$62.2M)

10% more funds holding

Funds holding: 172189 (+17)

0.94% more ownership

Funds ownership: 60.8%61.73% (+0.94%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

41% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 74

Holders
189
Holders Change
+17
Holders Change %
+9.88%
% of All Funds
3.34%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
33
Increased
44
Reduced
74
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$108M -$7.12M -218,738 -7%
BWM
2
Baystate Wealth Management
Massachusetts
$29.4M -$5.62M -172,468 -17%
Bank of America
3
Bank of America
North Carolina
$23.1M -$4.49M -137,991 -17%
AssetMark Inc
4
AssetMark Inc
California
$22.3M -$1.89M -57,969 -8%
Creative Planning
5
Creative Planning
Kansas
$20.4M -$295K -9,059 -2%
P
6
Pitcairn
Pennsylvania
$16.4M +$455K +13,973 +3%
Wells Fargo
7
Wells Fargo
California
$14.3M -$392K -12,042 -3%
CF
8
Corrigan Financial
Rhode Island
$12.7M +$19.1K +588 +0.2%
NEWAS
9
N.E.W. Advisory Services
Wisconsin
$11.8M +$27.3K +839 +0.3%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$10.9M +$681K +20,920 +7%
CCM
11
Carlson Capital Management
Minnesota
$10.7M -$292K -8,973 -3%
Morgan Stanley
12
Morgan Stanley
New York
$9.87M -$953K -29,277 -10%
CB
13
Commerce Bank
Missouri
$9.56M +$489K +15,015 +6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$9.13M -$124K -3,817 -1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$8.71M +$3.86M +118,421 +93%
LPL Financial
16
LPL Financial
California
$8.06M +$2.19M +67,147 +42%
CPO
17
Cerity Partners OCIO
New York
$7.87M -$163K -4,998 -2%
AI
18
Accredited Investors
Minnesota
$7.2M -$24.4K -750 -0.4%
LFG
19
Larson Financial Group
Missouri
$6.81M -$903K -27,720 -13%
SB
20
Simmons Bank
Arkansas
$6.36M -$2.1M -64,495 -26%
UBS Group
21
UBS Group
Switzerland
$5.72M -$170K -5,222 -3%
MWM
22
Merriman Wealth Management
Washington
$5.48M -$137K -4,208 -3%
AFS
23
Annapolis Financial Services
Maryland
$5.45M +$5.01M +153,815 New
SC
24
Savant Capital
Illinois
$5.36M -$405K -12,440 -8%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$5.27M +$66.7K +2,049 +1%

GWX Hedge Fund Activity: Q4 2020 in Review

189 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P International Small Cap ETF (GWX) for Q4 2020, worth a combined $486M — up 15% from $423M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new GWX positions and 12 closed out — a net gain of 21 holders — while 44 added to existing stakes and 74 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $3.86M. The largest seller was State Street, cutting an estimated $7.12M.

  • 189 institutional investors held State Street SPDR S&P International Small Cap ETF (GWX) as of Q4 2020, up from 172 in Q3 2020.
  • Funds reported $486M of State Street SPDR S&P International Small Cap ETF stock for Q4 2020, up 15% quarter-over-quarter.
  • 33 funds opened new State Street SPDR S&P International Small Cap ETF positions in Q4 2020 and 12 closed out, a net change of +21 holders.
  • The largest State Street SPDR S&P International Small Cap ETF buyer in Q4 2020 was Royal Bank of Canada, an estimated $3.86M added.
  • The largest State Street SPDR S&P International Small Cap ETF seller in Q4 2020 was State Street, an estimated $7.12M sold.

Based on aggregated 13F filings for Q4 2020.