SPDR NUVEEN BARCLAYS CALIF MUN BD ETF
CXA
CXA was delisted on the 24th of August, 2016.
26 hedge funds and large institutions have $65.7M invested in SPDR NUVEEN BARCLAYS CALIF MUN BD ETF in 2016 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 4
12% more capital invested
Capital invested by funds: $58.7M → $65.7M (+$7.01M)
7% less funds holding
Funds holding: 28 → 26 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$3.28M |
| 2 |
Morgan Stanley
New York
|
+$2.3M |
| 3 |
BPC
Banque Pictet & Cie
Geneva 73,
Switzerland
|
+$2.23M |
| 4 |
PNAA
Pictet North America Advisors
Geneva 73,
Switzerland
|
+$2.23M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$287K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$3.34M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.77M |
| 3 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$217K |
| 4 |
EMA
Efficient Market Advisors
San Diego,
California
|
-$73K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$35K |
CXA Hedge Fund Activity: Q1 2016 in Review
26 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in SPDR NUVEEN BARCLAYS CALIF MUN BD ETF (CXA) for Q1 2016, worth a combined $65.7M — up 12% from $58.7M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of CXA and 1 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 12 added.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $3.28M. The largest seller was Credit Suisse, exiting entirely with an estimated $3.34M sold.
- 26 institutional investors held SPDR NUVEEN BARCLAYS CALIF MUN BD ETF (CXA) as of Q1 2016, down from 28 in Q4 2015.
- Funds reported $65.7M of SPDR NUVEEN BARCLAYS CALIF MUN BD ETF stock for Q1 2016, up 12% quarter-over-quarter.
- 1 fund opened new SPDR NUVEEN BARCLAYS CALIF MUN BD ETF positions in Q1 2016 and 3 closed out, a net change of -2 holders.
- The largest SPDR NUVEEN BARCLAYS CALIF MUN BD ETF buyer in Q1 2016 was Charles Schwab Investment Advisory, an estimated $3.28M added.
- The largest SPDR NUVEEN BARCLAYS CALIF MUN BD ETF seller in Q1 2016 was Credit Suisse, an estimated $3.34M sold.
Based on aggregated 13F filings for Q1 2016.