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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
ACM
301
Alpha Capital Management
Texas
$312K -$9.15K -254 -3%
FA
302
FDx Advisors
Illinois
$292K -$64.7K -1,794 -19%
MSAM
303
Moloney Securities Asset Management
Missouri
$291K +$279K +7,738 New
TCM
304
Telos Capital Management
California
$284K +$9.3K +258 +4%
Koshinski Asset Management
305
Koshinski Asset Management
Illinois
$282K +$271K +7,510 New
Bank of Nova Scotia
306
Bank of Nova Scotia
Ontario, Canada
$269K
SIAS
307
Shine Investment Advisory Services
Colorado
$269K
FPIS
308
Financial Planning & Information Services
Wisconsin
$265K +$10.5K +291 +4%
KWM
309
Kingsview Wealth Management
Oregon
$265K +$254K +7,062 New
Mirae Asset Global Investments
310
Mirae Asset Global Investments
South Korea
$259K +$248K +6,888 New
LDFR
311
Lehman & Derafelo Financial Resources
Pennsylvania
$257K
NFG
312
Next Financial Group
Texas
$257K +$7.57K +210 +3%
RAM
313
Redmond Asset Management
Virginia
$256K +$246K +6,835 New
EVM
314
Eaton Vance Management
Massachusetts
$254K
WT
315
Whittier Trust
California
$254K
GRP
316
Global Retirement Partners
California
$250K
AWM
317
Argent Wealth Management
Massachusetts
$248K +$238K +6,592 New
PWM
318
Perigon Wealth Management
California
$246K +$4.54K +126 +2%
TA
319
TFG Advisers
Michigan
$244K +$234K +6,501 New
TPA
320
Trivium Point Advisory
Connecticut
$238K +$228K +6,323 New
ASW
321
Astoria Strategic Wealth
Texas
$237K +$227K +6,291 New
MFW
322
Meristem Family Wealth
Minnesota
$236K
ASN
323
Advisory Services Network
Georgia
$235K -$1.14M -31,545 -84%
GFPC
324
Global Financial Private Client
Florida
$226K +$217K +6,015 New
AF
325
Apexium Financial
Texas
$226K +$216K +6,006 New

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.