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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
AA
26
Advisory Alpha
Michigan
$21.7M +$2.03M +56,201 +11%
WP
27
WealthSource Partners
California
$21.1M +$16.1M +447,385 +397%
TC
28
Trilogy Capital
California
$19.9M -$504K -13,987 -3%
SEIA
29
Signature Estate & Investment Advisors
California
$15.4M -$259K -7,178 -2%
Ameriprise
30
Ameriprise
Minnesota
$15M +$3.29M +91,364 +30%
X
31
Xponance
Pennsylvania
$14.5M +$13.9M +386,686 New
ACM
32
AlphaStar Capital Management
North Carolina
$13.8M -$333K -9,244 -2%
FHA
33
First Horizon Advisors
Tennessee
$13.1M +$1.15M +31,794 +10%
EFL
34
ERn Financial LLC
Wisconsin
$12.4M +$75K +2,081 +0.6%
SWM
35
SigFig Wealth Management
California
$11.9M +$324K +8,990 +3%
GFPC
36
Global Financial Private Capital
Florida
$11.4M +$5.23M +145,219 +92%
NAS
37
Nicolet Advisory Services
Wisconsin
$11M -$4.21M -116,841 -29%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$10.6M +$3.55M +98,464 +54%
BIP
39
Blueprint Investment Partners
North Carolina
$10.3M +$9.89M +274,439 New
FI
40
FormulaFolio Investments
Michigan
$9.61M +$1.24M +34,294 +15%
WSTAM
41
Wilbanks Smith & Thomas Asset Management
Virginia
$9.57M +$310K +8,604 +3%
WI
42
WrapManager Inc
California
$9.56M -$790K -21,911 -8%
ACA
43
Aptus Capital Advisors
Alabama
$9.03M +$2.26M +62,806 +35%
WAS
44
Winch Advisory Services
Wisconsin
$9M -$367K -10,181 -4%
HWM
45
HighMark Wealth Management
Minnesota
$8.91M +$8.54M +237,108 New
FAAS
46
First Allied Advisory Services
California
$8.74M -$244K -6,757 -3%
BSWM
47
Boston Standard Wealth Management
Massachusetts
$8.65M +$13.4K +371 +0.2%
PFA
48
Pure Financial Advisors
California
$8.55M +$74.8K +2,076 +0.9%
JMFC
49
J.M. Forbes & Co
Massachusetts
$8.53M +$824K +22,864 +11%
HIM
50
Hanlon Investment Management
New Jersey
$8.43M +$8.08M +224,184 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.