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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
HI
1
Horizon Investments
North Carolina
$129M +$131M +3,972,517 New
State Street
2
State Street
Massachusetts
$55.1M -$14.4M -437,525 -21%
AF
3
Allworth Financial
California
$48.3M +$7.96M +241,528 +19%
PI
4
PFS Investments
Georgia
$45.6M +$45.3M +1,372,830 New
Bank of America
5
Bank of America
North Carolina
$39.3M +$5.96M +180,865 +17%
BCI
6
Brinker Capital Investments
Pennsylvania
$36.9M +$276K +8,357 +0.7%
AssetMark Inc
7
AssetMark Inc
California
$32.2M -$2.22M -67,193 -6%
MFS
8
McNamara Financial Services
Massachusetts
$31.3M -$16.2K -492 -0.1%
SMM
9
Stadion Money Management
Georgia
$31.1M -$23.3M -707,096 -42%
Wells Fargo
10
Wells Fargo
California
$30.2M +$9.74M +295,453 +46%
Morgan Stanley
11
Morgan Stanley
New York
$26.8M +$2.33M +70,603 +9%
FWM
12
Focused Wealth Management
New York
$26.6M +$16.1M +487,347 +146%
GI
13
Gradient Investments
Minnesota
$26.3M +$4.23M +128,185 +19%
UBS Group
14
UBS Group
Switzerland
$24.5M +$13M +393,708 +108%
TAIM
15
TD Ameritrade Investment Management
Nebraska
$23.6M +$6.26M +189,722 +35%
IWS
16
Insight Wealth Strategies
California
$20.6M +$21M +636,131 New
PP
17
Pension Partners
New York
$20.2M +$20.6M +623,607 New
Ameriprise
18
Ameriprise
Minnesota
$19.6M +$5.39M +163,408 +37%
FTUS
19
Flow Traders U.S.
New York
$17.8M +$18.2M +551,389 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$17.2M +$15.7M +476,762 +859%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$16.9M +$358K +10,842 +2%
SEIA
22
Signature Estate & Investment Advisors
California
$16.8M +$15.4M +468,078 +941%
TC
23
TownSquare Capital
Utah
$16.3M +$15.1M +456,609 New
AA
24
Advisory Alpha
Michigan
$15.8M +$894K +27,109 +6%
RWM
25
Ritholtz Wealth Management
New York
$14.3M +$13.9M +420,689 +2,139%

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.