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State Street SPDR Portfolio Emerging Markets ETF

393 hedge funds and large institutions have $2.5B invested in State Street SPDR Portfolio Emerging Markets ETF in 2020 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 160 increasing their positions, 152 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $1.86B → $2.5B (+$637M)

7% more funds holding in top 10

Funds holding in top 10: 2931 (+2)

1.21% more ownership

Funds ownership: 62.9%64.11% (+1.2%)

5% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 152

4% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 46

1% less funds holding

Funds holding: 395393 (-2)

Holders
393
Holders Change
-2
Holders Change %
-0.51%
% of All Funds
8.06%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.64%
New
48
Increased
160
Reduced
152
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$415M +$52.7M +1,684,669 +16%
HI
2
Horizon Investments
North Carolina
$172M +$93.6M +2,992,168 +138%
AF
3
Allworth Financial
California
$76.8M +$3.31M +105,889 +5%
GI
4
Gradient Investments
Minnesota
$61.8M +$1.56M +49,791 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$60.9M +$14.3M +458,105 +34%
PI
6
PFS Investments
Georgia
$58.4M +$36.4M +1,164,879 +201%
SMM
7
Stadion Money Management
Georgia
$55.1M +$20.6M +657,603 +66%
Bank of America
8
Bank of America
North Carolina
$54.9M -$14.3M -457,034 -22%
Osaic Holdings
9
Osaic Holdings
Arizona
$54.7M -$1.57M -50,045 -3%
TF
10
TIAA FSB
Florida
$51.4M +$48.1M +1,537,483 New
State Street
11
State Street
Massachusetts
$51.1M -$2.43M -77,671 -5%
TI
12
Tidal Investments
Wisconsin
$49.5M +$26.9M +859,821 +138%
MFS
13
McNamara Financial Services
Massachusetts
$49.1M +$9.29M +296,937 +25%
Financial Engines Advisors
14
Financial Engines Advisors
California
$45.3M +$26.8M +856,024 +172%
Morgan Stanley
15
Morgan Stanley
New York
$44.9M +$3.16M +100,953 +8%
LPL Financial
16
LPL Financial
California
$40.6M -$5.67M -181,394 -13%
AssetMark Inc
17
AssetMark Inc
California
$40M -$4.13M -132,002 -10%
Wells Fargo
18
Wells Fargo
California
$39.5M -$22.3M -713,193 -38%
TAIM
19
TD Ameritrade Investment Management
Nebraska
$32.8M +$737K +23,563 +2%
BCI
20
Brinker Capital Investments
Pennsylvania
$32.2M +$132K +4,213 +0.4%
Jane Street
21
Jane Street
New York
$31.9M +$14.1M +451,214 +90%
AA
22
Advisory Alpha
Michigan
$31.6M -$1.45M -46,296 -5%
TC
23
TownSquare Capital
Utah
$29M -$169K -5,412 -0.7%
UBS Group
24
UBS Group
Switzerland
$28.1M -$4.16M -132,989 -14%
GSIS
25
Global Strategic Investment Solutions
Arizona
$22.1M +$3.78M +120,833 +22%

SPEM Hedge Fund Activity: Q2 2020 in Review

393 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q2 2020, worth a combined $2.5B — up 34% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SPEM positions and 46 closed out — a net gain of 2 holders — while 160 added to existing stakes and 152 trimmed.

The largest buyer was Horizon Investments, adding an estimated $93.6M. The largest seller was Wells Fargo, cutting an estimated $22.3M.

  • 393 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q2 2020, down from 395 in Q1 2020.
  • Funds reported $2.5B of State Street SPDR Portfolio Emerging Markets ETF stock for Q2 2020, up 34% quarter-over-quarter.
  • 48 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q2 2020 and 46 closed out, a net change of +2 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q2 2020 was Horizon Investments, an estimated $93.6M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q2 2020 was Wells Fargo, an estimated $22.3M sold.

Based on aggregated 13F filings for Q2 2020.