XPONANCE LLC Q2 2019 Filing

Filed July 18, 2019

Portfolio Value

$283.9B

Holdings

64

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (64 positions)

#StockSharesValue% PortfolioType
1
MCHIiShares MSCI China ETF
711,909$42.3B14.91%
2
IEURiShares Core MSCI Europe ETF
791,125$36.9B12.99%
3
JPXNiShares JPX-Nikkei 400 ETF
344,953$20.2B7.11%
4
EWYiShares MSCI South Korea ETF
279,340$16.7B5.89%
5
EWCiShares MSCI Canada ETF
542,735$15.5B5.47%
6
EWTiShares MSCI Taiwan ETF
426,863$14.9B5.26%
7
EWAiShares MSCI Australia ETF
563,420$12.7B4.47%
8
INDAiShares MSCI India ETF
316,918$11.2B3.94%
9
EWLiShares MSCI Switzerland ETF
271,924$10.2B3.60%
10
SPDR MSCI Europe Energy UCITS ETF (Ireland)
61,073$9.9B3.50%
11
SPDR MSCI Europe Consumer Staples UCITS ETF (Ireland)
41,283$9.1B3.20%
12
EWZiShares MSCI Brazil ETF
190,259$8.3B2.93%
13
AIVIWisdomTree International Dividend ex-Financials Fund
200,825$8.2B2.91%
14
EZAiShares MSCI South Africa ETF
125,949$6.9B2.42%
15
ERUSiShares MSCI Russia ETF
154,922$6.1B2.15%
16
EWJiShares MSCI Japan ETF
96,519$5.3B1.85%
17
THD*iShares MSCI Thailand ETF
50,407$4.8B1.70%
18
Xtrackers Japan JPX-Nikkei 400 Equity ETF
167,977$4.4B1.57%
19
EWWiShares MSCI Mexico ETF
93,190$4.0B1.42%
20
SPDR MSCI Europe Health Care UCITS ETF
25,019$4.0B1.40%
21
IVLUiShares Edge MSCI Intl Value Factor ETF
161,276$3.7B1.31%
22
SMINiShares MSCI India Small Cap ETF
75,069$2.9B1.02%
23
EWGiShares MSCI Germany ETF
77,256$2.2B0.76%
24
EPOLiShares MSCI Poland ETF
71,014$1.7B0.59%
25
EIDOiShares MSCI Indonesia ETF
58,870$1.5B0.54%
26
CAECAE Inc.
47,981$1.3B0.45%
27
ESLTElbit Systems Ltd
8,033$1.2B0.42%
28
Leonardo SpA
91,433$1.2B0.41%
29
Airbus SE
8,088$1.1B0.40%
30
Thales SA
8,804$1.1B0.38%
31
EWPiShares MSCI Spain ETF
36,562$1.1B0.37%
32
EWIiShares MSCI Italy ETF
38,319$1.1B0.37%
33
BAE Systems plc
167,333$1.1B0.37%
34
Dassault Aviation SA
718$1.0B0.36%
35
PSCTInvesco S&P SmallCap Information Technology ETF
11,947$999.0M0.35%
36
Cobham plc
728,543$985.0M0.35%
37
EWMiShares MSCI Malaysia ETF
32,251$958.0M0.34%
38
EWUiShares MSCI United Kingdom ETF
27,939$900.0M0.32%
39
KLMNInvesco S&P SmallCap Industrials ETF
13,402$892.0M0.31%
40
IEMGiShares Core MSCI Emerging Markets ETF
16,185$832.0M0.29%
41
NPSNYNaspers Limited Sponsored ADR Class N
15,944$768.0M0.27%
42
ECHiShares MSCI Chile ETF
17,909$731.0M0.26%
43
PSCHInvesco S&P SmallCap Health Care ETF
5,942$700.0M0.25%
44
PSCDInvesco S&P SmallCap Consumer Discretionary ETF
9,953$592.0M0.21%
45
SBIOALPS Medical Breakthroughs ETF
15,591$563.0M0.20%
46
TUR*iShares MSCI Turkey ETF
17,446$415.0M0.15%
47
KIESPDR S&P Insurance ETF
5,915$201.0M0.07%
48
PSCMInvesco S&P SmallCap Materials ETF
3,697$169.0M0.06%
49
PSCCInvesco S&P SmallCap Consumer Staples ETF
1,830$133.0M0.05%
50
PSCUInvesco S&P SmallCap Utilities & Communication Services ETF
1,792$92.0M0.03%
51
APCAnadarko Petroleum Corporation
369$26.0M0.01%
52
EOGEOG Resources, Inc.
222$20.0M0.01%
53
PS Business Parks, Inc.
91$15.0M0.01%
54
PXDEURPioneer Natural Resources Company
93$14.0M0.00%
55
NMRKNewmark Group, Inc. Class A
1,640$14.0M0.00%
56
COLDAmericold Realty Trust
449$14.0M0.00%
57
EGPEastGroup Properties, Inc.
123$14.0M0.00%
58
RHPRyman Hospitality Properties, Inc.
162$13.0M0.00%
59
NHINational Health Investors, Inc.
176$13.0M0.00%
60
HFF, Inc. Class A
287$13.0M0.00%
61
FCPTFour Corners Property Trust, Inc.
471$12.0M0.00%
62
KWKennedy-Wilson Holdings, Inc.
625$12.0M0.00%
63
RDFNRedfin Corporation
599$10.0M0.00%
64
CXOEURConcho Resources Inc.
88$9.0M0.00%