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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
DSN
76
D. Scott Neal
Kentucky
$1.27M +$869K +21,690 +204%
CAC
77
Certified Advisory Corp
Florida
$1.24M -$200 -5 -0%
JWM
78
Jackson Wealth Management
Florida
$1.19M +$1.22M +30,412 New
CCM
79
Canal Capital Management
Virginia
$1.11M +$1.13M +28,135 New
PWPS
80
Pinnacle Wealth Planning Services
Ohio
$1.03M +$1.05M +26,138 New
SIA
81
Starfire Investment Advisers
Michigan
$1.03M +$1.05M +26,119 New
UAS
82
United Asset Strategies
New York
$992K +$479K +11,957 +90%
VIM
83
Vista Investment Management
Pennsylvania
$987K +$774K +19,310 +333%
MAS
84
Managed Account Services
Florida
$956K +$398K +9,933 +69%
WAM
85
Wolverine Asset Management
Illinois
$912K +$931K +23,229 New
AAS
86
Annex Advisory Services
Wisconsin
$909K +$927K +23,125 New
LFG
87
LifePlan Financial Group
Ohio
$876K +$893K +22,285 New
NEIRG
88
New England Investment & Retirement Group
Massachusetts
$872K
LI
89
LVZ Inc
Michigan
$822K +$838K +20,918 New
VCM
90
Vivaldi Capital Management
Illinois
$820K +$355K +8,869 +74%
CA
91
Continuum Advisory
Idaho
$819K +$835K +20,841 New
IF
92
IRON Financial
Illinois
$790K +$805K +20,098 New
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$785K +$209K +5,205 +35%
SCM
94
Sterneck Capital Management
Missouri
$767K +$782K +19,518 New
SWM
95
Sanctuary Wealth Management
Idaho
$757K +$771K +19,252 New
GBBWRPM
96
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$735K +$414K +10,340 +123%
FC
97
Financial Consulate
Maryland
$703K +$716K +17,879 New
MA
98
Mutual Advisors
Nebraska
$684K +$698K +17,416 New
CM
99
Churchill Management
California
$683K +$467K +11,656 +204%
RVPG
100
Relative Value Partners Group
$669K +$682K +17,026 New

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.