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State Street SPDR S&P Global Infrastructure ETF

57 hedge funds and large institutions have $174M invested in State Street SPDR S&P Global Infrastructure ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 20 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

14% more funds holding

Funds holding: 5057 (+7)

12% more capital invested

Capital invested by funds: $155M → $174M (+$18.2M)

1.94% more ownership

Funds ownership: 45.42%47.35% (+1.9%)

25% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 20

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
57
Holders Change
+7
Holders Change %
+14%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
12
Increased
15
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
1
Sequoia Financial Advisors
Ohio
$66.9M -$233K -4,838 -0.4%
WA
2
Wealth Architects
California
$20M +$2.19M +45,508 +13%
BDS
3
Banco de Sabadell
Florida
$15M
Mariner
4
Mariner
Kansas
$11.5M +$1.02M +21,301 +10%
State Street
5
State Street
Massachusetts
$8.18M +$1.57M +32,729 +25%
BPA
6
Beacon Pointe Advisors
California
$7.49M +$5.75M +119,710 +391%
FDCDDQ
7
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.19M -$460K -9,577 -6%
Wells Fargo
8
Wells Fargo
California
$5.55M -$131K -2,719 -2%
RG
9
Rathbones Group
United Kingdom
$4.19M -$306K -6,375 -7%
Jane Street
10
Jane Street
New York
$3.3M -$1.5M -31,108 -32%
NAS
11
Nicolet Advisory Services
Wisconsin
$3.05M -$276K -5,736 -9%
UBS Group
12
UBS Group
Switzerland
$2.23M -$199K -4,138 -8%
FFA
13
First Foundation Advisors
California
$2.14M -$92.3K -1,921 -4%
CAL
14
Capital Analysts LLC
Pennsylvania
$1.67M -$8.69M -180,799 -84%
Bank of America
15
Bank of America
North Carolina
$1.6M +$1.26M +26,300 +460%
AssetMark Inc
16
AssetMark Inc
California
$1.35M -$2.4K -50 -0.2%
BCI
17
Brinker Capital Investments
Pennsylvania
$1.22M +$720K +14,988 +158%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.1M +$986K +20,522 +1,369%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$951K +$669K +13,926 +271%
BCA
20
Biltmore Capital Advisors
New Jersey
$948K -$3.75M -78,064 -80%
Citadel Advisors
21
Citadel Advisors
Florida
$798K -$1.32M -27,424 -63%
CIBC World Market
22
CIBC World Market
Ontario, Canada
$778K -$19.4K -404 -3%
FTUS
23
Flow Traders U.S.
New York
$656K +$632K +13,147 New
FIM
24
Freedom Investment Management
Connecticut
$624K +$18.2K +378 +3%
LPL Financial
25
LPL Financial
California
$618K +$137K +2,858 +30%

GII Hedge Fund Activity: Q4 2020 in Review

57 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Infrastructure ETF (GII) for Q4 2020, worth a combined $174M — up 12% from $155M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new GII positions and 5 closed out — a net gain of 7 holders — while 15 added to existing stakes and 20 trimmed.

The largest buyer was Beacon Pointe Advisors, adding an estimated $5.75M. The largest seller was Capital Analysts LLC, cutting an estimated $8.69M.

  • 57 institutional investors held State Street SPDR S&P Global Infrastructure ETF (GII) as of Q4 2020, up from 50 in Q3 2020.
  • Funds reported $174M of State Street SPDR S&P Global Infrastructure ETF stock for Q4 2020, up 12% quarter-over-quarter.
  • 12 funds opened new State Street SPDR S&P Global Infrastructure ETF positions in Q4 2020 and 5 closed out, a net change of +7 holders.
  • The largest State Street SPDR S&P Global Infrastructure ETF buyer in Q4 2020 was Beacon Pointe Advisors, an estimated $5.75M added.
  • The largest State Street SPDR S&P Global Infrastructure ETF seller in Q4 2020 was Capital Analysts LLC, an estimated $8.69M sold.

Based on aggregated 13F filings for Q4 2020.