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State Street SPDR Portfolio Emerging Markets ETF
SPEM

123 hedge funds and large institutions have $557M invested in State Street SPDR Portfolio Emerging Markets ETF in 2017 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 8

107% more capital invested

Capital invested by funds: $270M → $557M (+$288M)

95% more funds holding

Funds holding: 63 → 123 (+60)

53% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 17

62.1% less ownership

Funds ownership: 116.72% → 54.62% (-62%)

Holders
123
Holders Change
+60
Holders Change %
+95.24%
% of All Funds
2.79%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
% of All Funds
0.14%
New
68
Increased
26
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SMM
Stadion Money Management
Georgia
+$64.1M
2
MFS
McNamara Financial Services
Massachusetts
+$31.5M
3
Wells Fargo
Wells Fargo
California
+$25.1M
4
GFPC
Global Financial Private Capital
Florida
+$17.3M
5
AIM
Astor Investment Management
Illinois
+$16.9M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$61.2M
2
BCM
Brookstone Capital Management
Illinois
-$6.73M
3
Jane Street
Jane Street
New York
-$2.94M
4
FTUS
Flow Traders U.S.
New York
-$2.65M
5
VF
Virtu Financial
New York
-$2.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
NEIRG
51
New England Investment & Retirement Group
Massachusetts
$846K -$18.4K -494 -2%
FTUS
52
Flow Traders U.S.
New York
$668K -$2.65M -71,321 -80%
AG
53
Advisor Group
Arizona
$661K +$589K +15,828 +1,048%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$564K +$247K +6,637 +81%
MAS
55
Managed Account Services
Florida
$549K +$535K +14,388 New
Renaissance Technologies
56
Renaissance Technologies
New York
$549K +$536K +14,400 New
FAAS
57
First Allied Advisory Services
California
$517K -$572K -15,372 -53%
UAS
58
United Asset Strategies
New York
$506K +$494K +13,272 New
Bank of New York Mellon
59
Bank of New York Mellon
New York
$482K -$86.5K -2,325 -16%
PA
60
Probity Advisors
Texas
$482K +$470K +12,646 New
VCM
61
Vivaldi Capital Management
Illinois
$458K +$447K +12,004 New
EWF
62
Epstein & White Financial
California
$441K +$417K +11,216 New
JIC
63
JRM Investment Counsel
Nebraska
$427K +$416K +11,185 New
DSN
64
D. Scott Neal
Kentucky
$405K +$395K +10,628 New
AP
65
Advisor Partners
California
$385K +$72.5K +1,949 +26%
SCP
66
Syntal Capital Partners
Texas
$384K +$129K +3,477 +53%
LNC
67
Lincoln National Corp
Pennsylvania
$373K +$364K +9,784 New
GHAM
68
Gilman Hill Asset Management
Connecticut
$363K -$83K -2,230 -19%
GBBWRPM
69
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$348K +$312K +8,373 New
CIAS
70
Capital Investment Advisory Services
North Carolina
$344K +$336K +9,025 New
VFA
71
Voya Financial Advisors
Connecticut
$316K +$310K +8,324 New
ACP
72
Aveo Capital Partners
Colorado
$292K +$6.03K +162 +2%
AI
73
Atria Investments
North Carolina
$280K -$333K -8,949 -55%
GRP
74
Global Retirement Partners
California
$276K +$16.4K +440 +6%
WT
75
Whittier Trust
California
$264K – – –
1 2
3
4 5

SPEM Hedge Fund Activity: Q4 2017 in Review

123 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q4 2017, worth a combined $557M — up 107% from $270M a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SPEM positions and 8 closed out — a net gain of 60 holders — while 26 added to existing stakes and 17 trimmed.

The largest buyer was Stadion Money Management, opening a new position worth an estimated $64.1M. The largest seller was AssetMark Inc, cutting an estimated $61.2M.

  • 123 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q4 2017, up from 63 in Q3 2017.
  • Funds reported $557M of State Street SPDR Portfolio Emerging Markets ETF stock for Q4 2017, up 107% quarter-over-quarter.
  • 68 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q4 2017 and 8 closed out, a net change of +60 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q4 2017 was Stadion Money Management, an estimated $64.1M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q4 2017 was AssetMark Inc, an estimated $61.2M sold.

Based on aggregated 13F filings for Q4 2017.