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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
SCA
151
Snowden Capital Advisors
New York
$545K -$152K -4,596 -21%
PP
152
Paloma Partners
Connecticut
$544K +$155K +4,691 +39%
AIS
153
American Investment Services
Massachusetts
$542K +$552K +16,735 New
SS
154
Simplicity Solutions
Minnesota
$530K +$309K +9,377 +134%
AWM
155
AE Wealth Management
Kansas
$529K -$170K -5,165 -24%
NEIRG
156
New England Investment & Retirement Group
Massachusetts
$520K -$40.4K -1,224 -7%
ECM
157
Evergreen Capital Management
Washington
$518K +$528K +16,000 New
LA
158
LexAurum Advisors
Kansas
$506K +$68.1K +2,066 +15%
JWA
159
JFS Wealth Advisors
Pennsylvania
$502K +$347K +10,525 +210%
VHAM
160
Van Hulzen Asset Management
California
$502K +$512K +15,516 New
3AM
161
3D Asset Management
Connecticut
$500K +$1.95K +59 +0.4%
SMFS
162
Squar Milner Financial Services
California
$494K -$99.5K -3,017 -17%
FEG
163
Financial Enhancement Group
Indiana
$494K
GSC
164
G&S Capital
Colorado
$491K -$13.6K -411 -3%
SFG
165
SNS Financial Group
Minnesota
$486K +$135K +4,094 +37%
ACG
166
Allen Capital Group
Nebraska
$481K +$233K +7,057 +102%
HFS
167
Howard Financial Services
Texas
$475K +$484K +14,672 New
BF
168
BOK Financial
Oklahoma
$467K -$3.96K -120 -0.8%
CIC
169
Carnegie Investment Counsel
Ohio
$462K +$471K +14,280 New
FFW
170
Fusion Family Wealth
New York
$453K +$457K +13,865 +11,365%
IA
171
IFG Advisory
Georgia
$449K +$495K +15,002 New
OMC
172
Old Mission Capital
Illinois
$445K +$454K +13,766 New
FAM
173
Formidable Asset Management
Ohio
$444K -$66.1K -2,005 -13%
AWM
174
Affinity Wealth Management
Delaware
$423K +$431K +13,058 New
PAG
175
Private Advisor Group
New Jersey
$421K +$168K +5,085 +64%

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.