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State Street SPDR S&P Global Infrastructure ETF

53 hedge funds and large institutions have $147M invested in State Street SPDR S&P Global Infrastructure ETF in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

2.6% more ownership

Funds ownership: 45.69%48.28% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 5553 (-2)

25% less capital invested

Capital invested by funds: $194M → $147M (-$47.6M)

Holders
53
Holders Change
-2
Holders Change %
-3.64%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
19
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
1
Sequoia Financial Advisors
Ohio
$64.5M +$2.48M +48,857 +3%
Mariner
2
Mariner
Kansas
$12.7M -$1.65M -32,553 -9%
WA
3
Wealth Architects
California
$10.5M +$6.4M +126,007 +89%
NAS
4
Nicolet Advisory Services
Wisconsin
$8.9M -$3.8M -74,922 -25%
CAL
5
Capital Analysts LLC
Pennsylvania
$8.06M +$144K +2,834 +1%
FDCDDQ
6
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.04M +$48.2K +950 +0.6%
Wells Fargo
7
Wells Fargo
California
$4.03M -$23K -454 -0.4%
State Street
8
State Street
Massachusetts
$3.61M
BCA
9
Biltmore Capital Advisors
New Jersey
$3.48M +$4.52M +89,025 New
RG
10
Rathbones Group
United Kingdom
$3.33M -$7.36K -145 -0.2%
Citadel Advisors
11
Citadel Advisors
Florida
$2.8M +$2.81M +55,403 +339%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.16M +$2.47M +48,569 +714%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.97M +$2.56M +50,403 New
FFA
14
First Foundation Advisors
California
$1.9M -$101K -1,996 -4%
Morgan Stanley
15
Morgan Stanley
New York
$1.78M -$591K -11,632 -20%
AssetMark Inc
16
AssetMark Inc
California
$1.45M +$276K +5,446 +17%
UBS Group
17
UBS Group
Switzerland
$1.24M +$992K +19,541 +161%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$987K +$69.5K +1,369 +6%
FIM
19
Freedom Investment Management
Connecticut
$791K -$48.5K -955 -6%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$661K -$2.04M -40,131 -70%
CIBC World Market
21
CIBC World Market
Ontario, Canada
$598K +$39.2K +773 +5%
BCM
22
Boltwood Capital Management
California
$536K +$696K +13,717 New
ACS
23
Archford Capital Strategies
Illinois
$529K +$35.2K +694 +5%
EAMA
24
EFG Asset Management (Americas)
Florida
$514K -$5.03K -99 -0.7%
RJA
25
Raymond James & Associates
Florida
$442K +$30.7K +604 +6%

GII Hedge Fund Activity: Q1 2020 in Review

53 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Infrastructure ETF (GII) for Q1 2020, worth a combined $147M — down 25% from $194M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new GII positions and 10 closed out — a net gain of 1 holder — while 19 added to existing stakes and 15 trimmed.

The largest buyer was Wealth Architects, adding an estimated $6.4M. The largest seller was Nicolet Advisory Services, cutting an estimated $3.8M.

  • 53 institutional investors held State Street SPDR S&P Global Infrastructure ETF (GII) as of Q1 2020, down from 55 in Q4 2019.
  • Funds reported $147M of State Street SPDR S&P Global Infrastructure ETF stock for Q1 2020, down 25% quarter-over-quarter.
  • 11 funds opened new State Street SPDR S&P Global Infrastructure ETF positions in Q1 2020 and 10 closed out, a net change of +1 holder.
  • The largest State Street SPDR S&P Global Infrastructure ETF buyer in Q1 2020 was Wealth Architects, an estimated $6.4M added.
  • The largest State Street SPDR S&P Global Infrastructure ETF seller in Q1 2020 was Nicolet Advisory Services, an estimated $3.8M sold.

Based on aggregated 13F filings for Q1 2020.