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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
SFM
51
Signet Financial Management
New Jersey
$2.79M +$1.7M +42,346 +148%
SC
52
Savant Capital
Illinois
$2.78M +$1.17M +29,234 +71%
WP
53
WealthSource Partners
California
$2.69M +$2.75M +68,515 New
PWAG
54
Polaris Wealth Advisory Group
California
$2.54M +$2.6M +64,766 New
JP Morgan Chase
55
JP Morgan Chase
New York
$2.38M -$33.3K -832 -1%
FI
56
FormulaFolio Investments
Michigan
$2.38M +$76.1K +1,899 +3%
CF
57
Copperwynd Financial
Arizona
$2.27M +$2.31M +57,750 New
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.23M +$224K +5,601 +11%
MIH
59
Meitav Investment House
Israel
$2.16M +$2.2M +54,868 New
VFA
60
Voya Financial Advisors
Connecticut
$2.04M +$1.78M +44,420 +534%
GP
61
Girard Partners
Pennsylvania
$1.99M +$77.8K +1,941 +4%
OC
62
Oarsman Capital
Wisconsin
$1.98M +$133K +3,324 +7%
AG
63
Advisor Group
Arizona
$1.82M +$1.16M +28,971 +167%
SFG
64
StrategIQ Financial Group
Indiana
$1.65M +$156K +3,901 +10%
WCM
65
Windsor Capital Management
Arizona
$1.59M +$1.63M +40,564 New
AWMG
66
Alliance Wealth Management Group
New Jersey
$1.58M -$32.3K -805 -2%
BFA
67
Beaumont Financial Advisors
Massachusetts
$1.54M +$1.57M +39,190 New
JMPWA
68
JP Morgan Private Wealth Advisors
California
$1.47M +$70.5K +1,760 +5%
UCFA
69
United Capital Financial Advisors
Texas
$1.46M -$64.6K -1,612 -4%
PA
70
Probity Advisors
Texas
$1.43M +$946K +23,607 +187%
JSL
71
JT Stratford LLC
Georgia
$1.42M +$1.45M +36,088 New
SEIA
72
Signature Estate & Investment Advisors
California
$1.39M +$79.6K +1,987 +6%
FIM
73
Frontier Investment Management
Texas
$1.36M +$1.39M +34,615 New
BWM
74
Bernicke Wealth Management
Wisconsin
$1.35M +$1.38M +34,404 New
AI
75
Atria Investments
North Carolina
$1.32M +$1.05M +26,216 +357%

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.