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CXA

SPDR NUVEEN BARCLAYS CALIF MUN BD ETF

Delisted

CXA was delisted on the 24th of August, 2016.

21 hedge funds and large institutions have $37.2M invested in SPDR NUVEEN BARCLAYS CALIF MUN BD ETF in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

0% more funds holding

Funds holding: 2121 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

2% less capital invested

Capital invested by funds: $37.9M → $37.2M (-$694K)

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$21.6M -$1.7M -72,989 -7%
U
2
UBS
Switzerland
$3.76M +$416K +17,877 +13%
CS
3
Credit Suisse
Switzerland
$2.82M +$313K +13,467 +13%
WT
4
Whittier Trust
California
$2.28M
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.1M +$663K +28,513 +46%
Citigroup
6
Citigroup
New York
$1.03M -$237K -10,173 -19%
Bank of America
7
Bank of America
North Carolina
$775K -$805K -34,618 -51%
PFA
8
Pure Financial Advisors
California
$480K +$184K +7,929 +63%
Jane Street
9
Jane Street
New York
$399K +$99K +4,254 +33%
LPL Financial
10
LPL Financial
California
$300K -$42.2K -1,813 -12%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$298K +$296K +12,731 New
Wells Fargo
12
Wells Fargo
California
$276K -$931 -40 -0.3%
BCI
13
Brinker Capital Investments
Pennsylvania
$269K +$92.6K +3,980 +53%
FAAS
14
First Allied Advisory Services
California
$250K +$4.72K +203 +2%
LG
15
Laidlaw Group
New York
$212K
MPWT
16
MassMutual Private Wealth & Trust
Connecticut
$134K +$133K +5,725 New
AIG
17
American International Group
New York
$115K +$58.2K +2,500 +104%
EMA
18
Efficient Market Advisors
California
$70K
BIT
19
BlackRock Institutional Trust
California
$53K -$73.3K -3,150 -58%
Barclays
20
Barclays
United Kingdom
$43K -$11.1K -475 -20%
PAS
21
Partnervest Advisory Services
California
$2K
RJA
22
Raymond James & Associates
Florida
-$476K -20,786 Closed
BCM
23
Bluefin Capital Management
New York
-$400K -17,612 Closed

CXA Hedge Fund Activity: Q2 2014 in Review

21 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in SPDR NUVEEN BARCLAYS CALIF MUN BD ETF (CXA) for Q2 2014, worth a combined $37.2M — down 1.8% from $37.9M a quarter earlier.

Fund positioning in CXA was balanced in Q2 2014: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 7 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $663K. The largest seller was Morgan Stanley, cutting an estimated $1.7M.

  • 21 institutional investors held SPDR NUVEEN BARCLAYS CALIF MUN BD ETF (CXA) as of Q2 2014, unchanged from Q1 2014.
  • Funds reported $37.2M of SPDR NUVEEN BARCLAYS CALIF MUN BD ETF stock for Q2 2014, down 1.8% quarter-over-quarter.
  • 2 funds opened new SPDR NUVEEN BARCLAYS CALIF MUN BD ETF positions in Q2 2014 and 2 closed out, a net change of 0 holders.
  • The largest SPDR NUVEEN BARCLAYS CALIF MUN BD ETF buyer in Q2 2014 was Royal Bank of Canada, an estimated $663K added.
  • The largest SPDR NUVEEN BARCLAYS CALIF MUN BD ETF seller in Q2 2014 was Morgan Stanley, an estimated $1.7M sold.

Based on aggregated 13F filings for Q2 2014.