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State Street SPDR S&P Global Infrastructure ETF

27 hedge funds and large institutions have $61.7M invested in State Street SPDR S&P Global Infrastructure ETF in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

19% more capital invested

Capital invested by funds: $51.8M → $61.7M (+$9.85M)

8% more funds holding

Funds holding: 2527 (+2)

4.28% more ownership

Funds ownership: 46.5%50.78% (+4.3%)

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
9
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$34.9M +$1.19M +24,564 +4%
AWM
2
Affinity Wealth Management
Delaware
$9.22M +$9.17M +189,912 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.61M +$4.35M +90,084 +1,842%
SFA
4
Sequoia Financial Advisors
Ohio
$3.32M +$3.3M +68,387 New
Wells Fargo
5
Wells Fargo
California
$1.65M +$66.5K +1,376 +4%
FIM
6
Freedom Investment Management
Connecticut
$1.61M +$211K +4,376 +15%
RG
7
Rathbones Group
United Kingdom
$1.09M +$203K +4,198 +23%
LPL Financial
8
LPL Financial
California
$818K -$166K -3,428 -17%
UBS Group
9
UBS Group
Switzerland
$768K -$597K -12,362 -44%
VKH
10
Virtu KCG Holdings
New York
$668K +$88.9K +1,841 +15%
Bank of America
11
Bank of America
North Carolina
$524K -$708K -14,649 -58%
Jane Street
12
Jane Street
New York
$447K -$3.43M -70,938 -89%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$443K -$3.18M -65,934 -88%
B
14
Bailard
California
$323K
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$321K +$92.2K +1,909 +41%
Morgan Stanley
16
Morgan Stanley
New York
$292K +$64.5K +1,335 +29%
Mariner
17
Mariner
Kansas
$266K +$264K +5,473 New
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$111K +$110K +2,271 New
Citigroup
19
Citigroup
New York
$108K +$48.1K +995 +81%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$48K -$734K -15,188 -94%
MFS
21
MSI Financial Services
Massachusetts
$45K +$44.3K +918 New
MAA
22
Managed Account Advisors
New Jersey
$37K +$36.6K +758 New
AIG
23
American International Group
New York
$34K
KTC
24
Kistler-Tiffany Companies
Pennsylvania
$21K -$9.66K -200 -31%
1832 Asset Management
25
1832 Asset Management
Ontario, Canada
$11K +$10.7K +222 New

GII Hedge Fund Activity: Q1 2015 in Review

27 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Infrastructure ETF (GII) for Q1 2015, worth a combined $61.7M — up 19% from $51.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GII positions and 4 closed out — a net gain of 3 holders — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Affinity Wealth Management, opening a new position worth an estimated $9.17M. The largest seller was Jane Street, cutting an estimated $3.43M.

  • 27 institutional investors held State Street SPDR S&P Global Infrastructure ETF (GII) as of Q1 2015, up from 25 in Q4 2014.
  • Funds reported $61.7M of State Street SPDR S&P Global Infrastructure ETF stock for Q1 2015, up 19% quarter-over-quarter.
  • 7 funds opened new State Street SPDR S&P Global Infrastructure ETF positions in Q1 2015 and 4 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P Global Infrastructure ETF buyer in Q1 2015 was Affinity Wealth Management, an estimated $9.17M added.
  • The largest State Street SPDR S&P Global Infrastructure ETF seller in Q1 2015 was Jane Street, an estimated $3.43M sold.

Based on aggregated 13F filings for Q1 2015.