XPONANCE LLC Q4 2019 Filing

Filed January 17, 2020

Portfolio Value

$163.1B

Holdings

71

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (71 positions)

#StockSharesValue% PortfolioType
1
IEURiShares Core MSCI Europe ETF
302,622$15.1B9.25%
2
VWOVanguard FTSE Emerging Markets ETF
329,341$14.6B8.98%
3
IEMGiShares Core MSCI Emerging Markets ETF
270,824$14.6B8.93%
4
SPEMSPDR Portfolio Emerging Markets ETF
386,686$14.5B8.91%
5
SCHESchwab Emerging Markets Equity ETF
528,483$14.5B8.87%
6
MCHIiShares MSCI China ETF
209,460$13.4B8.23%
7
EWYiShares MSCI South Korea ETF
150,779$9.4B5.75%
8
JPXNiShares JPX-Nikkei 400 ETF
132,031$8.4B5.16%
9
EWAiShares MSCI Australia ETF
223,475$5.1B3.10%
10
EWZiShares MSCI Brazil ETF
99,061$4.7B2.88%
11
EWCiShares MSCI Canada ETF
144,759$4.3B2.65%
12
EWTiShares MSCI Taiwan ETF
103,038$4.2B2.60%
13
EUFNiShares MSCI Europe Financials ETF
189,263$3.7B2.26%
14
ERUSiShares MSCI Russia ETF
81,993$3.5B2.14%
15
AIVIWisdomTree International Dividend ex-Financials Fund
77,061$3.3B2.01%
16
SPDR MSCI Europe Health Care UCITS ETF
16,345$2.9B1.77%
17
SPDR MSCI Europe Consumer Staples UCITS ETF (Ireland)
11,248$2.5B1.56%
18
EWLiShares MSCI Switzerland ETF
59,100$2.4B1.47%
19
EWGiShares MSCI Germany ETF
68,776$2.0B1.24%
20
Xtrackers Japan JPX-Nikkei 400 Equity ETF
62,802$1.8B1.11%
21
EWJiShares MSCI Japan ETF
28,278$1.7B1.03%
22
IVLUiShares Edge MSCI Intl Value Factor ETF
61,780$1.5B0.92%
23
THD*iShares MSCI Thailand ETF
16,053$1.4B0.86%
24
SPDR MSCI Europe Energy UCITS ETF (Ireland)
7,518$1.2B0.72%
25
KLMNInvesco S&P SmallCap Industrials ETF
13,402$961.9M0.59%
26
PSCTInvesco S&P SmallCap Information Technology ETF
9,483$910.0M0.56%
27
PSCHInvesco S&P SmallCap Health Care ETF
5,942$767.8M0.47%
28
SBIOALPS Medical Breakthroughs ETF
16,856$712.7M0.44%
29
PSCDInvesco S&P SmallCap Consumer Discretionary ETF
10,958$698.6M0.43%
30
EWQiShares MSCI France ETF
20,460$669.2M0.41%
31
EZAiShares MSCI South Africa ETF
13,498$662.1M0.41%
32
EWUiShares MSCI United Kingdom ETF
15,789$538.4M0.33%
33
EWWiShares MSCI Mexico ETF
11,870$534.5M0.33%
34
Airbus SE
3,099$453.9M0.28%
35
Cobham plc
207,840$452.2M0.28%
36
BAE Systems plc
59,459$444.9M0.27%
37
CAECAE Inc.
16,479$436.0M0.27%
38
Leonardo SpA
35,015$410.7M0.25%
39
ESLTElbit Systems Ltd
2,454$380.5M0.23%
40
Continental Gold Inc
88,030$363.2M0.22%
41
Dassault Aviation SA
276$362.5M0.22%
42
Thales SA
3,383$351.1M0.22%
43
DPMEURDundee Precious Metals Inc.
74,761$321.7M0.20%
44
Detour Gold Corporation
16,104$312.2M0.19%
45
Saracen Mineral Holdings Limited
102,485$238.5M0.15%
46
INDAiShares MSCI India ETF
6,036$212.2M0.13%
47
KIESPDR S&P Insurance ETF
5,915$209.6M0.13%
48
Leagold Mining Corp
79,369$197.7M0.12%
49
PSCMInvesco S&P SmallCap Materials ETF
3,697$176.8M0.11%
50
PSCUInvesco S&P SmallCap Utilities & Communication Services ETF
2,967$156.2M0.10%
51
PSCCInvesco S&P SmallCap Consumer Staples ETF
995$79.3M0.05%
52
PSCFInvesco S&P SmallCap Financials ETF
1,259$71.2M0.04%
53
NMRKNewmark Group, Inc. Class A
1,640$22.1M0.01%
54
EOGEOG Resources, Inc.
222$18.6M0.01%
55
RDFNRedfin Corporation
844$17.8M0.01%
56
EGPEastGroup Properties, Inc.
123$16.3M0.01%
57
CWKCushman & Wakefield Plc
766$15.7M0.01%
58
UNITUniti Group Inc
1,878$15.4M0.01%
59
PS Business Parks, Inc.
91$15.0M0.01%
60
NHINational Health Investors, Inc.
176$14.3M0.01%
61
QTS Realty Trust, Inc. Class A
262$14.2M0.01%
62
PXDEURPioneer Natural Resources Company
93$14.1M0.01%
63
RHPRyman Hospitality Properties, Inc.
162$14.0M0.01%
64
GEGGEO Group Inc
843$14.0M0.01%
65
KWKennedy-Wilson Holdings, Inc.
625$13.9M0.01%
66
NSANational Storage Affiliates Trust
397$13.3M0.01%
67
AATAmerican Assets Trust, Inc.
290$13.3M0.01%
68
FCPTFour Corners Property Trust, Inc.
471$13.3M0.01%
69
CTRECareTrust REIT Inc
567$11.7M0.01%
70
CXOEURConcho Resources Inc.
88$7.7M0.00%
71
OXYOccidental Petroleum Corporation
108$4.5M0.00%