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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
HI
1
Horizon Investments
North Carolina
$164M +$157M +4,365,212 New
SMM
2
Stadion Money Management
Georgia
$79.9M +$39.9M +1,108,109 +109%
Bank of America
3
Bank of America
North Carolina
$76M +$1.66M +46,111 +2%
PI
4
PFS Investments
Georgia
$70.4M +$67.5M +1,872,594 New
AF
5
Allworth Financial
California
$70M +$2.54M +70,508 +4%
State Street
6
State Street
Massachusetts
$65.4M +$11.8M +328,396 +23%
GI
7
Gradient Investments
Minnesota
$60.3M +$15.6M +434,124 +37%
Morgan Stanley
8
Morgan Stanley
New York
$52.6M +$2.26M +62,685 +5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$51.6M +$31.3M +869,387 +173%
Wells Fargo
10
Wells Fargo
California
$47.4M -$3.5M -97,048 -7%
Creative Planning
11
Creative Planning
Kansas
$46.2M +$2.87M +79,617 +7%
AssetMark Inc
12
AssetMark Inc
California
$40.4M +$14.8M +409,949 +62%
UBS Group
13
UBS Group
Switzerland
$40.1M +$6.98M +193,614 +22%
MFS
14
McNamara Financial Services
Massachusetts
$39.2M +$1.81M +50,124 +5%
BCI
15
Brinker Capital Investments
Pennsylvania
$37.9M -$1.24M -34,361 -3%
TAIM
16
TD Ameritrade Investment Management
Nebraska
$36.4M +$1.66M +46,048 +5%
AG
17
Advisor Group
Arizona
$34.3M +$12.4M +343,983 +61%
TC
18
TownSquare Capital
Utah
$27.6M +$742K +20,603 +3%
LPL Financial
19
LPL Financial
California
$27.3M +$11.3M +312,447 +76%
GC
20
Grimes & Company
Massachusetts
$25.9M +$23.7M +658,034 +2,178%
BS
21
Banco Santander
Spain
$25.2M +$9.88M +274,227 +69%
IC
22
Iconiq Capital
California
$23.1M +$409K +11,351 +2%
CPO
23
Cerity Partners OCIO
New York
$22.9M +$1.61M +44,607 +8%
UCFA
24
United Capital Financial Advisors
Texas
$22.5M +$14.7M +406,806 +213%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$21.8M +$5.71M +158,422 +37%

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.