State Street SPDR Portfolio Emerging Markets ETF
SPEM
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.
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: 20 → 38 (+18)
52% more capital invested
Capital invested by funds: $1.37B → $2.08B (+$707M)
23% more funds holding
Funds holding: 337 → 415 (+78)
2.46% more ownership
Funds ownership: 55.21% → 57.68% (+2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$157M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
+$67.5M |
| 3 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$39.9M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$31.3M |
| 5 |
GC
Grimes & Company
Westborough,
Massachusetts
|
+$23.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
Focused Wealth Management
Newburgh,
New York
|
-$33.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$10.4M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$8.31M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$7.97M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$7.68M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CPA
426
Clear Perspective Advisors
Aurora,
Illinois
| – | -$84K | -2,342 | Closed |
|
|
SB
427
Strategic Blueprint
Atlanta,
Georgia
| – | -$38K | -1,117 | Closed |
|
|
NCM
428
Next Capital Management
New York
| – | -$19K | -567 | Closed |
|
|
MA
429
MCF Advisors
Covington,
Kentucky
| – | -$11K | -310 | Closed |
|
|
PMFA
430
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$10K | -278 | Closed |
|
431
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$9K | -250 | Closed |
|
|
TRCT
432
Tower Research Capital (TRC)
New York
| – | -$7K | -200 | Closed |
|
|
CAN
433
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$5K | -160 | Closed |
|
|
VRM
434
Vectors Research Management
New York
| – | -$5K | -156 | Closed |
|
|
RCG
435
Ruggie Capital Group
Tavares,
Florida
| – | -$5K | -153 | Closed |
|
|
TW
436
Towerpoint Wealth
Sacramento,
California
| – | -$3K | -81 | Closed |
|
|
TC
437
Truvestments Capital
Sarasota,
Florida
| – | -$2K | -50 | Closed |
|
|
FEM
438
Fulcrum Equity Management
Plano,
Texas
| – | -$1K | -15 | Closed |
|
|
RCA
439
Ranch Capital Advisors
Sarasota,
Florida
| – | +$468 | +13 | 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.