State Street SPDR Portfolio Developed World ex-US ETF
SPDW
43 hedge funds and large institutions have $569M invested in State Street SPDR Portfolio Developed World ex-US ETF in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 5 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
8% more funds holding
Funds holding: 40 → 43 (+3)
6% more capital invested
Capital invested by funds: $536M → $569M (+$32.9M)
0% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 15
1.53% less ownership
Funds ownership: 64.73% → 63.19% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
+$48.1M |
| 2 |
AssetMark Inc
Concord,
California
|
+$19.7M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$6.86M |
| 4 |
Jane Street
New York
|
+$2.83M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$27M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$12.9M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$3M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.79M |
| 5 |
State Street
Boston,
Massachusetts
|
-$2.29M |
SPDW Hedge Fund Activity: Q1 2014 in Review
43 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q1 2014, worth a combined $569M — up 6.1% from $536M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SPDW positions and 5 closed out — a net gain of 3 holders — while 15 added to existing stakes and 15 trimmed.
The largest buyer was Baystate Wealth Management, opening a new position worth an estimated $48.1M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $27M sold.
- 43 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q1 2014, up from 40 in Q4 2013.
- Funds reported $569M of State Street SPDR Portfolio Developed World ex-US ETF stock for Q1 2014, up 6.1% quarter-over-quarter.
- 8 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q1 2014 and 5 closed out, a net change of +3 holders.
- The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q1 2014 was Baystate Wealth Management, an estimated $48.1M added.
- The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q1 2014 was Beaumont Financial Advisors, an estimated $27M sold.
Based on aggregated 13F filings for Q1 2014.