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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
PWPS
201
Pinnacle Wealth Planning Services
Ohio
$1.18M +$7.53K +209 +0.7%
LOIM
202
Liberty One Investment Management
Illinois
$1.18M +$1.13M +31,370 New
TA
203
TCG Advisors
Texas
$1.12M +$409K +11,337 +61%
PFA
204
Professional Financial Advisors
Nebraska
$1.1M +$1.06M +29,360 New
CAC
205
Certified Advisory Corp
Florida
$1.09M +$389K +10,808 +60%
BJL
206
Brighton Jones LLC
Washington
$1.08M +$5.66K +157 +0.6%
GSIS
207
Global Strategic Investment Solutions
Arizona
$1.04M +$57.7K +1,600 +6%
CFGS
208
Concourse Financial Group Securities
Alabama
$1.03M +$615K +17,062 +164%
SI
209
Stephens Inc
Arkansas
$1M +$62.2K +1,725 +7%
MIM
210
Macroview Investment Management
Maryland
$986K +$507K +14,058 +115%
EGA
211
E&G Advisors
Texas
$921K -$721 -20 -0.1%
AIS
212
American Investment Services
Massachusetts
$916K +$89.4K +2,480 +11%
VFM
213
Vivid Financial Management
California
$912K +$906K +25,133 New
CI
214
CX Institutional
Indiana
$908K -$101K -2,803 -10%
CAS
215
Cascadia Advisory Services
Oregon
$889K +$852K +23,641 New
VIP
216
Vantage Investment Partners
Missouri
$875K +$108 +3 +0%
TFA
217
Tobias Financial Advisors
Florida
$875K +$839K +23,288 New
JSL
218
JT Stratford LLC
Georgia
$870K +$312K +8,651 +60%
IB
219
Intrust Bank
Kansas
$857K +$177K +4,898 +27%
SFS
220
Sowell Financial Services
Arkansas
$854K -$26.5K -734 -3%
BDF
221
Balasa Dinverno & Foltz
$849K
SMC
222
Smith, Moore & Co
Missouri
$848K +$84.5K +2,344 +12%
BFM
223
Broadview Financial Management
Wisconsin
$846K +$8.9K +247 +1%
SMFS
224
Squar Milner Financial Services
California
$836K +$183K +5,088 +30%
GSC
225
G&S Capital
Colorado
$834K +$115K +3,202 +17%

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.