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State Street SPDR S&P Global Infrastructure ETF

27 hedge funds and large institutions have $31.4M invested in State Street SPDR S&P Global Infrastructure ETF in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

14.18% more ownership

Funds ownership: 41.46%55.64% (+14%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less funds holding

Funds holding: 3027 (-3)

23% less capital invested

Capital invested by funds: $40.6M → $31.4M (-$9.17M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

50% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 12

Holders
27
Holders Change
-3
Holders Change %
-10%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
6
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
Affinity Wealth Management
Delaware
$9.02M -$102K -2,256 -1%
State Street
2
State Street
Massachusetts
$4.55M -$3.97M -87,685 -45%
SFA
3
Sequoia Financial Advisors
Ohio
$4.41M +$525K +11,582 +13%
Fidelity International
4
Fidelity International
Bermuda
$2.13M +$1.61M +35,448 +253%
Jane Street
5
Jane Street
New York
$1.82M -$1.34M -29,480 -41%
UCFA
6
United Capital Financial Advisors
Texas
$1.54M +$1.63M +35,890 New
SGCA
7
Steel Grove Capital Advisors
Tennessee
$1.18M +$1.25M +27,595 New
RG
8
Rathbones Group
United Kingdom
$1.13M +$104K +2,295 +10%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$933K -$1.64M -36,196 -62%
VKH
10
Virtu KCG Holdings
New York
$902K +$366K +8,069 +62%
Citadel Advisors
11
Citadel Advisors
Florida
$803K +$850K +18,758 New
FIM
12
Freedom Investment Management
Connecticut
$647K -$1.13M -25,017 -84%
UBS Group
13
UBS Group
Switzerland
$538K -$41.2K -910 -7%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$286K +$12.7K +281 +4%
B
15
Bailard
California
$284K
Bank of America
16
Bank of America
North Carolina
$256K -$55.3K -1,221 -17%
Mariner
17
Mariner
Kansas
$241K -$7.75K -171 -3%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$225K +$35.8K +791 +18%
Morgan Stanley
19
Morgan Stanley
New York
$177K -$51.7K -1,140 -22%
Wells Fargo
20
Wells Fargo
California
$116K -$3.55M -78,368 -97%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$97K -$18K -397 -15%
Citigroup
22
Citigroup
New York
$95K
MFS
23
MSI Financial Services
Massachusetts
$39K
AIG
24
American International Group
New York
$21K -$9.06K -200 -29%
KTC
25
Kistler-Tiffany Companies
Pennsylvania
$3K

GII Hedge Fund Activity: Q3 2015 in Review

27 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Infrastructure ETF (GII) for Q3 2015, worth a combined $31.4M — down 23% from $40.6M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of GII and 3 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 6 added.

The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $1.63M. The largest seller was State Street, cutting an estimated $3.97M.

  • 27 institutional investors held State Street SPDR S&P Global Infrastructure ETF (GII) as of Q3 2015, down from 30 in Q2 2015.
  • Funds reported $31.4M of State Street SPDR S&P Global Infrastructure ETF stock for Q3 2015, down 23% quarter-over-quarter.
  • 3 funds opened new State Street SPDR S&P Global Infrastructure ETF positions in Q3 2015 and 5 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P Global Infrastructure ETF buyer in Q3 2015 was United Capital Financial Advisors, an estimated $1.63M added.
  • The largest State Street SPDR S&P Global Infrastructure ETF seller in Q3 2015 was State Street, an estimated $3.97M sold.

Based on aggregated 13F filings for Q3 2015.