State Street SPDR Portfolio Developed World ex-US ETF
SPDW
395 hedge funds and large institutions have $3.15B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 175 increasing their positions, 137 reducing their positions, and 55 closing their positions.
28% more repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 137
4.04% more ownership
Funds ownership: 58.72% → 62.76% (+4%)
5% less first-time investments, than exits
New positions opened: 52 | Existing positions closed: 55
2% less funds holding in top 10
Funds holding in top 10: 56 → 55 (-1)
3% less funds holding
Funds holding: 407 → 395 (-12)
5% less capital invested
Capital invested by funds: $3.33B → $3.15B (-$175M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$714M |
| 2 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$68.1M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$55.5M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
+$52.1M |
| 5 |
AF
Allworth Financial
Folsom,
California
|
+$39.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$127M |
| 2 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$100M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
-$91.5M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$49.6M |
| 5 |
BL
Balentine LLC
Atlanta,
Georgia
|
-$47.6M |
SPDW Hedge Fund Activity: Q1 2020 in Review
395 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q1 2020, worth a combined $3.15B — down 5.3% from $3.33B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of SPDW and 52 opened new positions — a net loss of 3 holders — while 137 trimmed existing stakes and 175 added.
The largest buyer was Creative Planning, adding an estimated $714M. The largest seller was Horizon Investments, cutting an estimated $127M.
- 395 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q1 2020, down from 407 in Q4 2019.
- Funds reported $3.15B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q1 2020, down 5.3% quarter-over-quarter.
- 52 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q1 2020 and 55 closed out, a net change of -3 holders.
- The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q1 2020 was Creative Planning, an estimated $714M added.
- The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q1 2020 was Horizon Investments, an estimated $127M sold.
Based on aggregated 13F filings for Q1 2020.