State Street SPDR Portfolio Emerging Markets ETF
SPEM
395 hedge funds and large institutions have $1.86B invested in State Street SPDR Portfolio Emerging Markets ETF in 2020 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 169 increasing their positions, 136 reducing their positions, and 72 closing their positions.
24% more repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 136
5.22% more ownership
Funds ownership: 57.68% → 62.9% (+5.2%)
5% less funds holding
Funds holding: 415 → 395 (-20)
10% less capital invested
Capital invested by funds: $2.08B → $1.86B (-$212M)
18% less first-time investments, than exits
New positions opened: 59 | Existing positions closed: 72
24% less funds holding in top 10
Funds holding in top 10: 38 → 29 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$327M |
| 2 |
LPL Financial
San Diego,
California
|
+$23M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$21.8M |
| 4 |
CIA
CSat Investment Advisory
Detroit,
Michigan
|
+$21.3M |
| 5 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$21.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$75.7M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
-$44.4M |
| 3 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$39.1M |
| 4 |
GC
Grimes & Company
Westborough,
Massachusetts
|
-$22.8M |
| 5 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$8.86M |
SPEM 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 Emerging Markets ETF (SPEM) for Q1 2020, worth a combined $1.86B — down 10% from $2.08B a quarter earlier.
Sellers outnumbered buyers: 72 funds closed out of SPEM and 59 opened new positions — a net loss of 13 holders — while 136 trimmed existing stakes and 169 added.
The largest buyer was Creative Planning, adding an estimated $327M. The largest seller was Horizon Investments, cutting an estimated $75.7M.
- 395 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q1 2020, down from 415 in Q4 2019.
- Funds reported $1.86B of State Street SPDR Portfolio Emerging Markets ETF stock for Q1 2020, down 10% quarter-over-quarter.
- 59 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q1 2020 and 72 closed out, a net change of -13 holders.
- The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q1 2020 was Creative Planning, an estimated $327M added.
- The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q1 2020 was Horizon Investments, an estimated $75.7M sold.
Based on aggregated 13F filings for Q1 2020.