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State Street SPDR Portfolio Emerging Markets ETF

198 hedge funds and large institutions have $961M invested in State Street SPDR Portfolio Emerging Markets ETF in 2018 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 75 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,267% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 6

226% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 23

167% more funds holding in top 10

Funds holding in top 10: 616 (+10)

72% more capital invested

Capital invested by funds: $557M → $961M (+$404M)

61% more funds holding

Funds holding: 123198 (+75)

0.56% more ownership

Funds ownership: 54.62%55.18% (+0.56%)

Holders
198
Holders Change
+75
Holders Change %
+60.98%
% of All Funds
4.54%
Holding in Top 10
16
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+166.67%
% of All Funds
0.37%
New
82
Increased
75
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FEG
26
Financial Enhancement Group
Indiana
$6.7M +$4.22M +105,199 +161%
BSWM
27
Boston Standard Wealth Management
Massachusetts
$6.46M -$154K -3,833 -2%
WI
28
WrapManager Inc
California
$5.99M +$6.11M +152,412 New
ACM
29
AlphaStar Capital Management
North Carolina
$5.43M +$4.42M +110,293 +397%
UBS Group
30
UBS Group
Switzerland
$5.13M +$1.33M +33,233 +34%
TC
31
Trilogy Capital
California
$5.12M +$5.22M +130,163 New
Jane Street
32
Jane Street
New York
$5.09M +$2.83M +70,506 +120%
CA
33
Cetera Advisors
Colorado
$5.04M +$5.14M +128,370 New
WP
34
WealthPLAN Partners
Nebraska
$4.95M +$1.01M +25,133 +25%
FFS
35
Founders Financial Securities
Maryland
$4.56M +$4.65M +115,974 New
Ameriprise
36
Ameriprise
Minnesota
$4.54M -$944K -23,564 -17%
OMC
37
Old Mission Capital
Illinois
$4.42M -$429K -10,699 -9%
BFG
38
Barber Financial Group
Kansas
$4.31M +$4.4M +109,721 New
CWM
39
Capital Wealth Management
Rhode Island
$4.2M -$18.7K -467 -0.4%
RCG
40
Ruggie Capital Group
Florida
$4.14M +$592K +14,782 +16%
AFP
41
Ausdal Financial Partners
Iowa
$4.12M +$710K +17,721 +20%
LPL Financial
42
LPL Financial
California
$3.99M +$1.06M +26,495 +35%
RA
43
RFG Advisory
Alabama
$3.68M +$2.73M +68,014 +265%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$3.52M +$1.41M +35,179 +65%
CI
45
Cavalier Investments
Georgia
$3.45M +$3.52M +87,785 New
AWM
46
AE Wealth Management
Kansas
$3.44M +$612K +15,285 +21%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$3.3M -$154K -3,835 -4%
SS
48
Simplicity Solutions
Minnesota
$3.13M +$539K +13,454 +20%
CIC
49
Cutler Investment Counsel
Oregon
$3.1M +$3.16M +78,757 New
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$2.83M +$1.26M +31,452 +78%

SPEM Hedge Fund Activity: Q1 2018 in Review

198 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q1 2018, worth a combined $961M — up 72% from $557M a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new SPEM positions and 6 closed out — a net gain of 76 holders — while 75 added to existing stakes and 23 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $56.8M. The largest seller was Stadion Money Management, cutting an estimated $5.9M.

  • 198 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q1 2018, up from 123 in Q4 2017.
  • Funds reported $961M of State Street SPDR Portfolio Emerging Markets ETF stock for Q1 2018, up 72% quarter-over-quarter.
  • 82 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q1 2018 and 6 closed out, a net change of +76 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q1 2018 was Horizon Investments, an estimated $56.8M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q1 2018 was Stadion Money Management, an estimated $5.9M sold.

Based on aggregated 13F filings for Q1 2018.