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State Street SPDR Portfolio Emerging Markets ETF

287 hedge funds and large institutions have $1.16B invested in State Street SPDR Portfolio Emerging Markets ETF in 2018 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 120 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

304% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 24

140% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 50

108% more funds holding in top 10

Funds holding in top 10: 1225 (+13)

54% more capital invested

Capital invested by funds: $751M → $1.16B (+$408M)

33% more funds holding

Funds holding: 215287 (+72)

8.91% more ownership

Funds ownership: 50.67%59.57% (+8.9%)

Holders
287
Holders Change
+72
Holders Change %
+33.49%
% of All Funds
6.39%
Holding in Top 10
25
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+108.33%
% of All Funds
0.56%
New
97
Increased
120
Reduced
50
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAC
126
Certified Advisory Corp
Florida
$794K -$158K -4,797 -16%
PWPS
127
Pinnacle Wealth Planning Services
Ohio
$778K -$466K -14,145 -37%
CFG
128
Cooper Financial Group
California
$775K +$790K +23,953 New
MML Investors Services
129
MML Investors Services
Massachusetts
$753K +$279K +8,465 +57%
BFM
130
Broadview Financial Management
Wisconsin
$726K +$739K +22,425 New
VIP
131
Vantage Investment Partners
Missouri
$722K +$27.3K +829 +4%
BHWM
132
Bay Harbor Wealth Management
Maryland
$709K +$722K +21,907 New
CIAS
133
Capital Investment Advisory Services
North Carolina
$668K +$82.1K +2,490 +14%
DAS
134
Dynamic Advisor Solutions
Arizona
$653K +$108K +3,278 +21%
FAAS
135
First Allied Advisory Services
California
$652K +$35.9K +1,089 +6%
SMC
136
Smith, Moore & Co
Missouri
$646K +$659K +19,978 New
EGA
137
E&G Advisors
Texas
$637K +$68.3K +2,070 +12%
VDFA
138
Vickerman & Driscoll Financial Advisors
Washington
$627K +$94.6K +2,869 +17%
WIA
139
Wealthstreet Investment Advisors
Texas
$624K +$599K +18,162 New
SI
140
Stephens Inc
Arkansas
$602K +$613K +18,600 New
CA
141
Corrado Advisors
New Jersey
$601K +$77K +2,334 +14%
CI
142
CX Institutional
Indiana
$601K +$113K +3,413 +23%
Bank of New York Mellon
143
Bank of New York Mellon
New York
$597K +$194K +5,874 +47%
FM
144
Family Management
New York
$593K +$604K +18,326 New
SWP
145
Strategic Wealth Partners
Ohio
$583K +$74.7K +2,264 +15%
5L
146
55I LLC
Massachusetts
$572K +$582K +17,664 New
TIM
147
Tortoise Investment Management
New York
$565K +$557K +16,892 +2,964%
IA
148
IFP Advisors
Florida
$564K -$800K -24,272 -58%
RVPG
149
Relative Value Partners Group
$558K
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$557K -$5.21K -158 -0.9%

SPEM Hedge Fund Activity: Q4 2018 in Review

287 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q4 2018, worth a combined $1.16B — up 54% from $751M a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new SPEM positions and 24 closed out — a net gain of 73 holders — while 120 added to existing stakes and 50 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $131M. The largest seller was Stadion Money Management, cutting an estimated $23.3M.

  • 287 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q4 2018, up from 215 in Q3 2018.
  • Funds reported $1.16B of State Street SPDR Portfolio Emerging Markets ETF stock for Q4 2018, up 54% quarter-over-quarter.
  • 97 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q4 2018 and 24 closed out, a net change of +73 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q4 2018 was Horizon Investments, an estimated $131M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q4 2018 was Stadion Money Management, an estimated $23.3M sold.

Based on aggregated 13F filings for Q4 2018.