We are live on ! Find out more
CXA

SPDR NUVEEN BARCLAYS CALIF MUN BD ETF

Delisted

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

28 hedge funds and large institutions have $74.7M invested in SPDR NUVEEN BARCLAYS CALIF MUN BD ETF in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

14% more capital invested

Capital invested by funds: $65.7M → $74.7M (+$9.01M)

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

8% more funds holding

Funds holding: 2628 (+2)

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$32.8M +$5.89M +235,762 +22%
Morgan Stanley
2
Morgan Stanley
New York
$16.9M +$1.23M +49,154 +8%
BPC
3
Banque Pictet & Cie
Switzerland
$3.82M +$191K +7,668 +5%
PNAA
4
Pictet North America Advisors
Switzerland
$3.82M +$191K +7,668 +5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.59M +$688K +27,543 +24%
UBS Group
6
UBS Group
Switzerland
$3.37M -$263K -10,523 -7%
Bank of America
7
Bank of America
North Carolina
$2.81M +$50.7K +2,030 +2%
WT
8
Whittier Trust
California
$1.88M -$15K -602 -0.8%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$922K +$907K +36,327 New
Wells Fargo
10
Wells Fargo
California
$840K -$12.5K -501 -1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$660K +$112K +4,500 +21%
LPL Financial
12
LPL Financial
California
$569K -$357K -14,301 -39%
BCI
13
Brinker Capital Investments
Pennsylvania
$431K -$12.6K -506 -3%
GKWIM
14
Gerber Kawasaki Wealth & Investment Management
California
$324K +$3.5K +140 +1%
FAAS
15
First Allied Advisory Services
California
$282K -$71.9K -2,879 -21%
ERIM
16
Eagle Ridge Investment Management
Connecticut
$275K +$4.99K +200 +2%
NSIM
17
North Star Investment Management
Illinois
$266K
PAS
18
Partnervest Advisory Services
California
$237K +$233K +9,336 New
Jane Street
19
Jane Street
New York
$235K -$1.46M -58,476 -86%
Citigroup
20
Citigroup
New York
$188K +$157K +6,300 +573%
SEIA
21
Signature Estate & Investment Advisors
California
$136K -$24K -960 -15%
IA
22
IFP Advisors
Florida
$109K +$107K +4,289 New
AG
23
Advisor Group
Arizona
$91K +$89.9K +3,600 New
Creative Planning
24
Creative Planning
Kansas
$84K +$82.6K +3,308 New
MFS
25
MSI Financial Services
Massachusetts
$61K -$54.6K -2,188 -48%

CXA Hedge Fund Activity: Q2 2016 in Review

28 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in SPDR NUVEEN BARCLAYS CALIF MUN BD ETF (CXA) for Q2 2016, worth a combined $74.7M — up 14% from $65.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CXA positions and 3 closed out — a net gain of 3 holders — while 10 added to existing stakes and 9 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $5.89M. The largest seller was Jane Street, cutting an estimated $1.46M.

  • 28 institutional investors held SPDR NUVEEN BARCLAYS CALIF MUN BD ETF (CXA) as of Q2 2016, up from 26 in Q1 2016.
  • Funds reported $74.7M of SPDR NUVEEN BARCLAYS CALIF MUN BD ETF stock for Q2 2016, up 14% quarter-over-quarter.
  • 6 funds opened new SPDR NUVEEN BARCLAYS CALIF MUN BD ETF positions in Q2 2016 and 3 closed out, a net change of +3 holders.
  • The largest SPDR NUVEEN BARCLAYS CALIF MUN BD ETF buyer in Q2 2016 was Charles Schwab Investment Advisory, an estimated $5.89M added.
  • The largest SPDR NUVEEN BARCLAYS CALIF MUN BD ETF seller in Q2 2016 was Jane Street, an estimated $1.46M sold.

Based on aggregated 13F filings for Q2 2016.