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State Street SPDR S&P Global Infrastructure ETF

26 hedge funds and large institutions have $39.3M invested in State Street SPDR S&P Global Infrastructure ETF in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

25% more capital invested

Capital invested by funds: $31.4M → $39.3M (+$7.89M)

7.58% more ownership

Funds ownership: 55.64%63.22% (+7.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 2726 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
11
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
$21.2M +$17.6M +403,342 +380%
SFA
2
Sequoia Financial Advisors
Ohio
$5.47M +$1.26M +28,846 +28%
Citadel Advisors
3
Citadel Advisors
Florida
$1.93M +$1.21M +27,670 +148%
UCFA
4
United Capital Financial Advisors
Texas
$1.44M -$58.5K -1,340 -4%
RG
5
Rathbones Group
United Kingdom
$1.24M +$219K +5,020 +19%
Jane Street
6
Jane Street
New York
$1.24M -$555K -12,713 -30%
FIM
7
Freedom Investment Management
Connecticut
$1.18M +$1.04M +23,780 +512%
SGCA
8
Steel Grove Capital Advisors
Tennessee
$1.17M +$23.2K +532 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.14M +$243K +5,563 +26%
UBS Group
10
UBS Group
Switzerland
$521K -$568 -13 -0.1%
VKH
11
Virtu KCG Holdings
New York
$512K -$381K -8,725 -41%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$498K +$523K +11,985 New
Mariner
13
Mariner
Kansas
$497K +$276K +6,333 +112%
Bank of America
14
Bank of America
North Carolina
$266K +$17.7K +405 +7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$254K -$24.8K -569 -9%
CIBC World Market
16
CIBC World Market
Ontario, Canada
$251K +$35K +801 +15%
Morgan Stanley
17
Morgan Stanley
New York
$171K -$611 -14 -0.3%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$96K +$1.92K +44 +2%
Citigroup
19
Citigroup
New York
$92K
Wells Fargo
20
Wells Fargo
California
$86K -$28.6K -656 -24%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$43K +$45.8K +1,048 New
MFS
22
MSI Financial Services
Massachusetts
$38K
AIG
23
American International Group
New York
$21K
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$11K +$11.7K +269 New
CB
25
Community Bank
New York
$2K

GII Hedge Fund Activity: Q4 2015 in Review

26 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Infrastructure ETF (GII) for Q4 2015, worth a combined $39.3M — up 25% from $31.4M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of GII and 3 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 11 added.

The largest buyer was State Street, adding an estimated $17.6M. The largest seller was Affinity Wealth Management, exiting entirely with an estimated $9.02M sold.

  • 26 institutional investors held State Street SPDR S&P Global Infrastructure ETF (GII) as of Q4 2015, down from 27 in Q3 2015.
  • Funds reported $39.3M of State Street SPDR S&P Global Infrastructure ETF stock for Q4 2015, up 25% quarter-over-quarter.
  • 3 funds opened new State Street SPDR S&P Global Infrastructure ETF positions in Q4 2015 and 4 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Global Infrastructure ETF buyer in Q4 2015 was State Street, an estimated $17.6M added.
  • The largest State Street SPDR S&P Global Infrastructure ETF seller in Q4 2015 was Affinity Wealth Management, an estimated $9.02M sold.

Based on aggregated 13F filings for Q4 2015.