State Street SPDR Portfolio Emerging Markets ETF
SPEM
393 hedge funds and large institutions have $2.5B invested in State Street SPDR Portfolio Emerging Markets ETF in 2020 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 160 increasing their positions, 152 reducing their positions, and 46 closing their positions.
34% more capital invested
Capital invested by funds: $1.86B → $2.5B (+$637M)
7% more funds holding in top 10
Funds holding in top 10: 29 → 31 (+2)
1.21% more ownership
Funds ownership: 62.9% → 64.11% (+1.2%)
5% more repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 152
4% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 46
1% less funds holding
Funds holding: 395 → 393 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$93.6M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$52.7M |
| 3 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$48.1M |
| 4 |
PI
PFS Investments
Duluth,
Georgia
|
+$36.4M |
| 5 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$26.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$22.3M |
| 2 |
CIA
CSat Investment Advisory
Detroit,
Michigan
|
-$17.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$14.3M |
| 4 |
A
AdvicePeriod
Los Angeles,
California
|
-$12.7M |
| 5 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
-$12.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWM
426
Liberty Wealth Management
Oakland,
California
| – | -$47K | -1,466 | Closed |
|
|
SFSG
427
Stearns Financial Services Group
Greensboro,
North Carolina
| – | -$36K | -1,249 | Closed |
|
|
SL
428
Salomon & Ludwin
Richmond,
Virginia
| – | -$27K | -952 | Closed |
|
|
RCA
429
Rowland Carmichael Advisors
Scottsdale,
Arizona
| – | -$19K | -662 | Closed |
|
|
PW
430
Price Wealth
Austin,
Texas
| – | -$16K | -556 | Closed |
|
|
IWP
431
IAG Wealth Partners
Waukesha,
Wisconsin
| – | -$13K | -442 | Closed |
|
|
WQ
432
Wealth Quarterback
Toms River,
New Jersey
| – | -$8.12K | -285 | Closed |
|
|
EWM
433
EPG Wealth Management
Atlanta,
Georgia
| – | -$5K | -181 | Closed |
|
|
CAN
434
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$4K | -137 | Closed |
|
|
HNB
435
Huntington National Bank
Columbus,
Ohio
| – | -$3K | -122 | Closed |
|
|
DWM
436
Darwin Wealth Management
Tampa,
Florida
| – | -$2K | -77 | Closed |
|
437
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$1K | -19 | Closed |
|
SPEM Hedge Fund Activity: Q2 2020 in Review
393 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q2 2020, worth a combined $2.5B — up 34% from $1.86B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new SPEM positions and 46 closed out — a net gain of 2 holders — while 160 added to existing stakes and 152 trimmed.
The largest buyer was Horizon Investments, adding an estimated $93.6M. The largest seller was Wells Fargo, cutting an estimated $22.3M.
- 393 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q2 2020, down from 395 in Q1 2020.
- Funds reported $2.5B of State Street SPDR Portfolio Emerging Markets ETF stock for Q2 2020, up 34% quarter-over-quarter.
- 48 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q2 2020 and 46 closed out, a net change of +2 holders.
- The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q2 2020 was Horizon Investments, an estimated $93.6M added.
- The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q2 2020 was Wells Fargo, an estimated $22.3M sold.
Based on aggregated 13F filings for Q2 2020.