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State Street SPDR S&P Global Infrastructure ETF

57 hedge funds and large institutions have $203M invested in State Street SPDR S&P Global Infrastructure ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

14% more funds holding

Funds holding: 5057 (+7)

14% more capital invested

Capital invested by funds: $179M → $203M (+$24.5M)

1.84% less ownership

Funds ownership: 52.65%50.82% (-1.8%)

Holders
57
Holders Change
+7
Holders Change %
+14%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
12
Increased
18
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
1
Sequoia Financial Advisors
Ohio
$81M +$2.24M +42,549 +3%
NAS
2
Nicolet Advisory Services
Wisconsin
$22.5M +$14.8M +281,081 +200%
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$22.3M
Mariner
4
Mariner
Kansas
$18.5M +$239K +4,537 +1%
CAL
5
Capital Analysts LLC
Pennsylvania
$10.6M +$5.4M +102,565 +107%
FDCDDQ
6
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.28M +$5.95K +113 +0.1%
Wells Fargo
7
Wells Fargo
California
$5.24M -$1.75M -33,315 -25%
State Street
8
State Street
Massachusetts
$4.56M
RG
9
Rathbones Group
United Kingdom
$4.48M -$107K -2,028 -2%
WA
10
Wealth Architects
California
$4.1M +$1.09M +20,787 +37%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.9M -$14.7K -280 -0.5%
Morgan Stanley
12
Morgan Stanley
New York
$2.68M +$444K +8,443 +20%
FFA
13
First Foundation Advisors
California
$2.55M +$358K +6,797 +17%
AssetMark Inc
14
AssetMark Inc
California
$1.68M -$154K -2,934 -9%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.22M +$19.2K +365 +2%
LJAC
16
L.J. Altfest & Co
New York
$864K +$12.1K +230 +1%
FIM
17
Freedom Investment Management
Connecticut
$835K -$2.63K -50 -0.3%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$765K +$6.37K +121 +0.9%
UBS Group
19
UBS Group
Switzerland
$648K -$56.2K -1,068 -8%
GI
20
Gradient Investments
Minnesota
$638K -$1.47K -28 -0.2%
EAMA
21
EFG Asset Management (Americas)
Florida
$637K -$216K -4,100 -26%
BC
22
Brinker Capital
Pennsylvania
$616K +$607K +11,530 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$583K +$574K +10,906 New
Bank of America
24
Bank of America
North Carolina
$485K +$109K +2,063 +29%
RJA
25
Raymond James & Associates
Florida
$439K +$173K +3,289 +67%

GII Hedge Fund Activity: Q3 2019 in Review

57 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Infrastructure ETF (GII) for Q3 2019, worth a combined $203M — up 14% from $179M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new GII positions and 5 closed out — a net gain of 7 holders — while 18 added to existing stakes and 14 trimmed.

The largest buyer was Nicolet Advisory Services, adding an estimated $14.8M. The largest seller was Wells Fargo, cutting an estimated $1.75M.

  • 57 institutional investors held State Street SPDR S&P Global Infrastructure ETF (GII) as of Q3 2019, up from 50 in Q2 2019.
  • Funds reported $203M of State Street SPDR S&P Global Infrastructure ETF stock for Q3 2019, up 14% quarter-over-quarter.
  • 12 funds opened new State Street SPDR S&P Global Infrastructure ETF positions in Q3 2019 and 5 closed out, a net change of +7 holders.
  • The largest State Street SPDR S&P Global Infrastructure ETF buyer in Q3 2019 was Nicolet Advisory Services, an estimated $14.8M added.
  • The largest State Street SPDR S&P Global Infrastructure ETF seller in Q3 2019 was Wells Fargo, an estimated $1.75M sold.

Based on aggregated 13F filings for Q3 2019.