SPDR NUVEEN BARCLAYS CALIF MUN BD ETF
CXA
CXA was delisted on the 24th of August, 2016.
28 hedge funds and large institutions have $58.7M invested in SPDR NUVEEN BARCLAYS CALIF MUN BD ETF in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 3 closing their positions.
225% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 4
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
22% more capital invested
Capital invested by funds: $48.1M → $58.7M (+$10.6M)
8% more funds holding
Funds holding: 26 → 28 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$5.25M |
| 2 |
BPC
Banque Pictet & Cie
Geneva 73,
Switzerland
|
+$1.25M |
| 3 |
PNAA
Pictet North America Advisors
Geneva 73,
Switzerland
|
+$1.25M |
| 4 |
Jane Street
New York
|
+$1.25M |
| 5 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$675K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$660K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$383K |
| 3 |
CC
Curian Capital
Denver,
Colorado
|
-$206K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$39.3K |
| 5 |
MA
MUFG Americas
New York
|
-$22K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GBBWRPM
26
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
| $21K | +$20.5K | +850 | New |
|
|
AA
27
Apriem Advisors
Irvine,
California
| $6K | – | – | – |
|
|
28
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$383K | -15,946 | Closed |
|
|
CC
29
Curian Capital
Denver,
Colorado
| – | -$206K | -8,576 | Closed |
|
|
MA
30
MUFG Americas
New York
| – | -$22K | -900 | Closed |
|
CXA Hedge Fund Activity: Q4 2015 in Review
28 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in SPDR NUVEEN BARCLAYS CALIF MUN BD ETF (CXA) for Q4 2015, worth a combined $58.7M — up 22% from $48.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CXA positions and 3 closed out — a net gain of 2 holders — while 13 added to existing stakes and 4 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $5.25M. The largest seller was Wells Fargo, cutting an estimated $660K.
- 28 institutional investors held SPDR NUVEEN BARCLAYS CALIF MUN BD ETF (CXA) as of Q4 2015, up from 26 in Q3 2015.
- Funds reported $58.7M of SPDR NUVEEN BARCLAYS CALIF MUN BD ETF stock for Q4 2015, up 22% quarter-over-quarter.
- 5 funds opened new SPDR NUVEEN BARCLAYS CALIF MUN BD ETF positions in Q4 2015 and 3 closed out, a net change of +2 holders.
- The largest SPDR NUVEEN BARCLAYS CALIF MUN BD ETF buyer in Q4 2015 was Charles Schwab Investment Advisory, an estimated $5.25M added.
- The largest SPDR NUVEEN BARCLAYS CALIF MUN BD ETF seller in Q4 2015 was Wells Fargo, an estimated $660K sold.
Based on aggregated 13F filings for Q4 2015.