State Street SPDR Portfolio Developed World ex-US ETF
SPDW
176 hedge funds and large institutions have $1.6B invested in State Street SPDR Portfolio Developed World ex-US ETF in 2018 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 72 increasing their positions, 19 reducing their positions, and 7 closing their positions.
843% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 7
279% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 19
150% more funds holding in top 10
Funds holding in top 10: 8 → 20 (+12)
50% more funds holding
Funds holding: 117 → 176 (+59)
25% more capital invested
Capital invested by funds: $1.28B → $1.6B (+$317M)
6.29% less ownership
Funds ownership: 68.01% → 61.72% (-6.3%)
Top Buyers
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$47.3M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$45.4M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$43.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$39.9M |
| 5 |
TC
Trilogy Capital
Irvine,
California
|
+$27.6M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Envestnet Asset Management
Chicago,
Illinois
| – | -$2.14M | -67,601 | Closed |
|
|
IH
177
IFC Holdings
Tampa,
Florida
| – | -$912K | -28,786 | Closed |
|
|
CAG
178
Csenge Advisory Group
Clearwater,
Florida
| – | -$333K | -10,498 | Closed |
|
|
FAAS
179
First Allied Advisory Services
San Diego,
California
| – | -$294K | -9,278 | Closed |
|
|
I
180
IberiaBank
Lafayette,
Louisiana
| – | -$224K | -7,056 | Closed |
|
|
BTS
181
BB&T Securities
Richmond,
Virginia
| – | -$204K | -6,464 | Closed |
|
|
RFM
182
Royal Fund Management
Lady Lake,
Florida
| – | -$18K | -598 | Closed |
|
SPDW Hedge Fund Activity: Q1 2018 in Review
176 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q1 2018, worth a combined $1.6B — up 25% from $1.28B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new SPDW positions and 7 closed out — a net gain of 59 holders — while 72 added to existing stakes and 19 trimmed.
The largest buyer was Allworth Financial, opening a new position worth an estimated $47.3M. The largest seller was State Street, cutting an estimated $16.4M.
- 176 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q1 2018, up from 117 in Q4 2017.
- Funds reported $1.6B of State Street SPDR Portfolio Developed World ex-US ETF stock for Q1 2018, up 25% quarter-over-quarter.
- 66 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q1 2018 and 7 closed out, a net change of +59 holders.
- The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q1 2018 was Allworth Financial, an estimated $47.3M added.
- The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q1 2018 was State Street, an estimated $16.4M sold.
Based on aggregated 13F filings for Q1 2018.