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CXA

SPDR NUVEEN BARCLAYS CALIF MUN BD ETF

Delisted

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

22 hedge funds and large institutions have $43.1M invested in SPDR NUVEEN BARCLAYS CALIF MUN BD ETF in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

22% more funds holding

Funds holding: 1822 (+4)

21% more capital invested

Capital invested by funds: $35.7M → $43.1M (+$7.39M)

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
4
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$20.7M +$592K +24,518 +3%
CSIA
2
Charles Schwab Investment Advisory
California
$4.07M +$4.07M +168,820 New
CS
3
Credit Suisse
Switzerland
$3.58M +$65.3K +2,706 +2%
UBS Group
4
UBS Group
Switzerland
$3.52M +$516K +21,387 +17%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.81M +$541K +22,420 +24%
WT
6
Whittier Trust
California
$1.93M -$415K -17,193 -18%
Bank of America
7
Bank of America
North Carolina
$1.43M +$386K +15,988 +37%
Jane Street
8
Jane Street
New York
$989K +$111K +4,596 +13%
VKH
9
Virtu KCG Holdings
New York
$831K +$832K +34,473 New
PFA
10
Pure Financial Advisors
California
$696K -$9.77K -405 -1%
Wells Fargo
11
Wells Fargo
California
$646K +$25.9K +1,074 +4%
BCI
12
Brinker Capital Investments
Pennsylvania
$473K +$180K +7,457 +61%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$411K +$14.5K +600 +4%
LPL Financial
14
LPL Financial
California
$259K +$1.01K +42 +0.4%
LG
15
Laidlaw Group
New York
$256K +$38.1K +1,580 +17%
SEIA
16
Signature Estate & Investment Advisors
California
$145K +$724 +30 +0.5%
Citigroup
17
Citigroup
New York
$124K -$26.5K -1,100 -18%
GWM
18
Gupta Wealth Management
California
$96K +$96.5K +4,000 New
EMA
19
Efficient Market Advisors
California
$72K
AIG
20
American International Group
New York
$65.1K -$83.4K -3,455 -56%
MAA
21
Managed Account Advisors
New Jersey
$33K +$33.2K +1,377 New

CXA Hedge Fund Activity: Q1 2015 in Review

22 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 2015, worth a combined $43.1M — up 21% from $35.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CXA positions and 0 closed out — a net gain of 4 holders — while 12 added to existing stakes and 4 trimmed.

The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $4.07M. The largest seller was Whittier Trust, cutting an estimated $415K.

  • 22 institutional investors held SPDR NUVEEN BARCLAYS CALIF MUN BD ETF (CXA) as of Q1 2015, up from 18 in Q4 2014.
  • Funds reported $43.1M of SPDR NUVEEN BARCLAYS CALIF MUN BD ETF stock for Q1 2015, up 21% quarter-over-quarter.
  • 4 funds opened new SPDR NUVEEN BARCLAYS CALIF MUN BD ETF positions in Q1 2015 and 0 closed out, a net change of +4 holders.
  • The largest SPDR NUVEEN BARCLAYS CALIF MUN BD ETF buyer in Q1 2015 was Charles Schwab Investment Advisory, an estimated $4.07M added.
  • The largest SPDR NUVEEN BARCLAYS CALIF MUN BD ETF seller in Q1 2015 was Whittier Trust, an estimated $415K sold.

Based on aggregated 13F filings for Q1 2015.