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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
FHC
176
First Heartland Consultants
Missouri
$1.5M +$80.9K +2,245 +6%
AUB
177
Atlantic Union Bankshares
Virginia
$1.48M +$40K +1,111 +3%
BI
178
Ballast Inc
Kentucky
$1.47M +$119K +3,303 +9%
CCM
179
Canal Capital Management
Virginia
$1.47M +$157K +4,370 +13%
AAS
180
Annex Advisory Services
Wisconsin
$1.46M +$19.6K +545 +1%
MFG
181
Menard Financial Group
Texas
$1.43M +$1.37M +37,988 New
5L
182
55I LLC
Massachusetts
$1.42M +$374K +10,367 +38%
Truist Financial
183
Truist Financial
North Carolina
$1.4M +$1.35M +37,331 New
PG
184
Proffitt & Goodson
Tennessee
$1.4M -$973 -27 -0.1%
BL
185
Balentine LLC
Georgia
$1.4M +$1.34M +37,237 New
PPA
186
Parametric Portfolio Associates
Washington
$1.4M +$1.34M +37,237 New
KBFS
187
Kohmann Bosshard Financial Services
Ohio
$1.35M
ARG
188
Advisory Resource Group
Oklahoma
$1.35M +$254K +7,054 +24%
JMPWA
189
JP Morgan Private Wealth Advisors
California
$1.33M +$125K +3,471 +11%
CCFM
190
Clear Creek Financial Management
Washington
$1.31M +$721 +20 +0.1%
SCM
191
Stonehearth Capital Management
Massachusetts
$1.31M +$156K +4,327 +14%
RA
192
RFG Advisory
Alabama
$1.31M +$183K +5,090 +17%
DAS
193
Dynamic Advisor Solutions
Arizona
$1.3M +$348K +9,659 +39%
HAS
194
HBW Advisory Services
California
$1.26M +$117K +3,241 +11%
AAS
195
Avantax Advisory Services
Texas
$1.24M +$224K +6,214 +23%
VCP
196
Verus Capital Partners
Arizona
$1.22M +$1.17M +32,414 New
IWMA
197
Ironwood Wealth Management (Arizona)
Arizona
$1.2M -$38.3K -1,063 -3%
SCM
198
Southport Capital Management
Tennessee
$1.2M +$220K +6,107 +24%
SWP
199
Stratos Wealth Partners
Ohio
$1.19M +$241K +6,674 +27%
TF
200
TRH Financial
Iowa
$1.18M +$1.13M +31,450 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.