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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
UFF
151
USA Financial Formulas
Michigan
$162K +$165K +4,127 New
JWA
152
JFS Wealth Advisors
Pennsylvania
$136K +$88.7K +2,213 +176%
RFA
153
Reilly Financial Advisors
California
$127K +$21.9K +546 +20%
GWM
154
Geneos Wealth Management
Colorado
$112K +$26.3K +657 +30%
ACM
155
Aviance Capital Management
Florida
$104K -$4.05K -101 -4%
SPIA
156
Steward Partners Investment Advisory
New York
$99K +$66K +1,648 +186%
AIS
157
Accurate Investment Solutions
Pennsylvania
$95K +$55.9K +1,394 +137%
WCM
158
Wealthcare Capital Management
Virginia
$82K
LM
159
Legg Mason
Maryland
$67K +$67.7K +1,690 New
WTB
160
Washington Trust Bank
Washington
$61K
EK
161
Evensky & Katz
Florida
$60K +$61.7K +1,541 New
IWM
162
IHT Wealth Management
Illinois
$58K -$1.6K -40 -3%
NWM
163
Northwest Wealth Management
Iowa
$50K +$51.5K +1,284 New
BWM
164
Baystate Wealth Management
Massachusetts
$47K +$49.8K +1,242 New
ACM
165
Armbruster Capital Management
New York
$46K +$47.3K +1,180 New
PGWM
166
Parisi Gray Wealth Management
New Jersey
$44K
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$42K +$26.1K +652 +158%
SF
168
Synovus Financial
Georgia
$40K +$41.3K +1,030 New
FDCDDQ
169
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.9K
FHA
170
First Horizon Advisors
Tennessee
$33K +$34.9K +870 New
AIM
171
Anchor Investment Management
South Carolina
$31.4K
SWP
172
Stratos Wealth Partners
Ohio
$30K +$30.1K +751 New
BAM
173
Barrett Asset Management
New York
$28K
CAL
174
Capital Advisors Ltd
Ohio
$27K
OBWP
175
O'Brien Wealth Partners
Massachusetts
$24K +$24K +600 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.