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State Street SPDR Portfolio Emerging Markets ETF

415 hedge funds and large institutions have $2.08B invested in State Street SPDR Portfolio Emerging Markets ETF in 2019 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 201 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

358% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 24

205% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 66

90% more funds holding in top 10

Funds holding in top 10: 2038 (+18)

52% more capital invested

Capital invested by funds: $1.37B → $2.08B (+$707M)

23% more funds holding

Funds holding: 337415 (+78)

2.46% more ownership

Funds ownership: 55.21%57.68% (+2.5%)

Holders
415
Holders Change
+78
Holders Change %
+23.15%
% of All Funds
8.18%
Holding in Top 10
38
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+90%
% of All Funds
0.75%
New
110
Increased
201
Reduced
66
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
276
Bank of New York Mellon
New York
$455K -$10.5K -291 -2%
CA
277
Crumly & Associates
Illinois
$455K +$436K +12,108 New
FMWA
278
Forvis Mazars Wealth Advisors
Missouri
$452K
CAM
279
Concorde Asset Management
Michigan
$448K +$86.1K +2,388 +25%
AC
280
Alexandria Capital
Virginia
$438K +$28.8K +799 +7%
PWMG
281
Prestige Wealth Management Group
New Jersey
$437K +$50K +1,388 +14%
HFS
282
Howard Financial Services
Texas
$436K -$32K -887 -7%
MWM
283
MBE Wealth Management
Wisconsin
$434K +$417K +11,564 New
PA
284
Paragon Advisors
Texas
$431K +$407K +11,303 New
EH
285
Equitable Holdings
New York
$422K +$405K +11,230 New
G
286
Gainplan
Michigan
$406K +$389K +10,790 New
RHBC
287
R.H. Bluestein & Co
Michigan
$389K +$56.3K +1,562 +18%
PAG
288
Pinnacle Advisory Group
Maryland
$389K +$112K +3,095 +43%
PWM
289
Paulson Wealth Management
Illinois
$385K -$62.4K -1,731 -15%
NA
290
Nottingham Advisors
New York
$378K -$82.5K -2,288 -19%
CA
291
Cetera Advisors
Colorado
$373K +$74.5K +2,066 +26%
FPCP
292
Fort Point Capital Partners
California
$355K -$8.76K -243 -3%
EPWM
293
Essex Private Wealth Management
Massachusetts
$345K +$331K +9,180 New
WR
294
Watson Rebecca
$339K +$325K +9,013 New
PA
295
PFG Advisors
Arizona
$331K -$128K -3,540 -29%
FEG
296
Financial Enhancement Group
Indiana
$326K -$3.28K -91 -1%
FIM
297
Fernwood Investment Management
Massachusetts
$320K +$23.2K +645 +8%
VHAM
298
Van Hulzen Asset Management
California
$319K -$182K -5,046 -37%
SSWM
299
Sheets Smith Wealth Management
North Carolina
$315K -$461K -12,804 -60%
SPIA
300
Steward Partners Investment Advisory
New York
$314K +$234K +6,494 +349%

SPEM Hedge Fund Activity: Q4 2019 in Review

415 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q4 2019, worth a combined $2.08B — up 52% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new SPEM positions and 24 closed out — a net gain of 86 holders — while 201 added to existing stakes and 66 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $157M. The largest seller was Focused Wealth Management, cutting an estimated $33.2M.

  • 415 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q4 2019, up from 337 in Q3 2019.
  • Funds reported $2.08B of State Street SPDR Portfolio Emerging Markets ETF stock for Q4 2019, up 52% quarter-over-quarter.
  • 110 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q4 2019 and 24 closed out, a net change of +86 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q4 2019 was Horizon Investments, an estimated $157M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q4 2019 was Focused Wealth Management, an estimated $33.2M sold.

Based on aggregated 13F filings for Q4 2019.