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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
BFG
76
Barber Financial Group
Kansas
$5.17M +$189K +5,238 +4%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$5.09M -$8.31M -230,525 -63%
SFG
78
StrategIQ Financial Group
Indiana
$4.97M +$1.08M +29,911 +29%
CIC
79
Cutler Investment Counsel
Oregon
$4.95M +$269K +7,464 +6%
WFPG
80
Waller Financial Planning Group
Ohio
$4.77M +$92.4K +2,565 +2%
T
81
TrueFG
Texas
$4.76M +$4.56M +126,547 New
CWM
82
Capital Wealth Management
Rhode Island
$4.74M +$241K +6,697 +6%
OWM
83
Opes Wealth Management
California
$4.74M +$454K +12,595 +11%
SAM
84
Securian Asset Management
Minnesota
$4.73M
CIA
85
Compass Ion Advisors
Pennsylvania
$4.72M +$4.52M +125,545 New
Fidelity Investments
86
Fidelity Investments
Massachusetts
$4.57M -$120K -3,321 -3%
HIM
87
HawsGoodwin Investment Management
Tennessee
$4.5M +$4.32M +119,783 New
CS
88
Comerica Securities
Michigan
$4.36M +$2.08M +57,592 +99%
VCM
89
Virtue Capital Management
Tennessee
$4.36M +$4.18M +116,027 New
SCP
90
Syntal Capital Partners
Texas
$4.25M -$1.73M -47,960 -30%
RWM
91
Ritholtz Wealth Management
New York
$4.22M -$11.8K -327 -0.3%
AWM
92
AE Wealth Management
Kansas
$4.2M -$7.68M -213,049 -66%
GLA
93
Great Lakes Advisors
Illinois
$4.16M +$1.24M +34,386 +45%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$4.14M +$2.16M +59,948 +125%
SL
95
Systelligence LLC
Minnesota
$4.08M +$3.91M +108,535 New
C1AG
96
Client 1st Advisory Group
Florida
$4.05M +$3.89M +107,879 New
MGIA
97
Moneta Group Investment Advisors
Missouri
$4.04M +$54.8K +1,522 +1%
CPA
98
Capital Planning Advisors
California
$4.03M +$3.49M +96,744 +920%
AFP
99
Ausdal Financial Partners
Iowa
$3.95M +$199K +5,517 +5%
WCFA
100
Walkner Condon Financial Advisors
Wisconsin
$3.92M +$3.76M +104,357 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.