State Street SPDR Portfolio Developed World ex-US ETF
SPDW
416 hedge funds and large institutions have $5.09B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 173 increasing their positions, 149 reducing their positions, and 31 closing their positions.
35% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 31
16% more repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 149
1% more funds holding
Funds holding: 410 → 416 (+6)
5% more capital invested
Capital invested by funds: $4.85B → $5.09B (+$239M)
3.47% less ownership
Funds ownership: 67.3% → 63.84% (-3.5%)
10% less funds holding in top 10
Funds holding in top 10: 61 → 55 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$90.4M |
| 2 |
AssetMark Inc
Concord,
California
|
+$46.9M |
| 3 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$32.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$30.2M |
| 5 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$15.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$153M |
| 2 |
Jane Street
New York
|
-$64.1M |
| 3 |
State Street
Boston,
Massachusetts
|
-$39.3M |
| 4 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
-$18.6M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$15.5M |
SPDW Hedge Fund Activity: Q3 2020 in Review
416 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q3 2020, worth a combined $5.09B — up 4.9% from $4.85B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new SPDW positions and 31 closed out — a net gain of 11 holders — while 173 added to existing stakes and 149 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $90.4M. The largest seller was Horizon Investments, cutting an estimated $153M.
- 416 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q3 2020, up from 410 in Q2 2020.
- Funds reported $5.09B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q3 2020, up 4.9% quarter-over-quarter.
- 42 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q3 2020 and 31 closed out, a net change of +11 holders.
- The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q3 2020 was Financial Engines Advisors, an estimated $90.4M added.
- The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q3 2020 was Horizon Investments, an estimated $153M sold.
Based on aggregated 13F filings for Q3 2020.