SPDR NUVEEN BARCLAYS CALIF MUN BD ETF
CXA
CXA was delisted on the 24th of August, 2016.
24 hedge funds and large institutions have $41.2M invested in SPDR NUVEEN BARCLAYS CALIF MUN BD ETF in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
9% more funds holding
Funds holding: 22 → 24 (+2)
5% less capital invested
Capital invested by funds: $43.1M → $41.2M (-$1.95M)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$6.83M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$783K |
| 3 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$422K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$323K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$303K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$8.08M |
| 2 |
Jane Street
New York
|
-$989K |
| 3 |
PFA
Pure Financial Advisors
San Diego,
California
|
-$696K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$317K |
| 5 |
WT
Whittier Trust
South Pasadena,
California
|
-$127K |
CXA Hedge Fund Activity: Q2 2015 in Review
24 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in SPDR NUVEEN BARCLAYS CALIF MUN BD ETF (CXA) for Q2 2015, worth a combined $41.2M — down 4.5% from $43.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CXA positions and 2 closed out — a net gain of 2 holders — while 7 added to existing stakes and 8 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $6.83M. The largest seller was Morgan Stanley, cutting an estimated $8.08M.
- 24 institutional investors held SPDR NUVEEN BARCLAYS CALIF MUN BD ETF (CXA) as of Q2 2015, up from 22 in Q1 2015.
- Funds reported $41.2M of SPDR NUVEEN BARCLAYS CALIF MUN BD ETF stock for Q2 2015, down 4.5% quarter-over-quarter.
- 4 funds opened new SPDR NUVEEN BARCLAYS CALIF MUN BD ETF positions in Q2 2015 and 2 closed out, a net change of +2 holders.
- The largest SPDR NUVEEN BARCLAYS CALIF MUN BD ETF buyer in Q2 2015 was Charles Schwab Investment Advisory, an estimated $6.83M added.
- The largest SPDR NUVEEN BARCLAYS CALIF MUN BD ETF seller in Q2 2015 was Morgan Stanley, an estimated $8.08M sold.
Based on aggregated 13F filings for Q2 2015.