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State Street SPDR S&P Global Infrastructure ETF

57 hedge funds and large institutions have $185M invested in State Street SPDR S&P Global Infrastructure ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

7% more capital invested

Capital invested by funds: $174M → $185M (+$11.6M)

0% more funds holding

Funds holding: 5757 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

3.16% less ownership

Funds ownership: 47.35%44.19% (-3.2%)

Holders
57
Holders Change
Holders Change %
0%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
9
Increased
22
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
1
Sequoia Financial Advisors
Ohio
$72.6M +$3.56M +70,331 +5%
WA
2
Wealth Architects
California
$22.1M +$1.51M +29,866 +7%
BDS
3
Banco de Sabadell
Florida
$15.4M
Mariner
4
Mariner
Kansas
$12.3M +$404K +7,986 +3%
BPA
5
Beacon Pointe Advisors
California
$12.2M +$4.42M +87,341 +58%
State Street
6
State Street
Massachusetts
$7.96M -$466K -9,216 -6%
FDCDDQ
7
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.49M -$902K -17,839 -12%
Wells Fargo
8
Wells Fargo
California
$5.83M +$102K +2,012 +2%
RG
9
Rathbones Group
United Kingdom
$4.41M +$83.2K +1,646 +2%
UBS Group
10
UBS Group
Switzerland
$3.01M +$697K +13,790 +31%
NAS
11
Nicolet Advisory Services
Wisconsin
$2.86M -$277K -5,482 -9%
FFA
12
First Foundation Advisors
California
$2.32M +$110K +2,171 +5%
Bank of America
13
Bank of America
North Carolina
$2.15M +$499K +9,880 +31%
CAL
14
Capital Analysts LLC
Pennsylvania
$1.86M +$143K +2,837 +9%
AssetMark Inc
15
AssetMark Inc
California
$1.62M +$227K +4,498 +17%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.27M +$287K +5,682 +30%
LPL Financial
17
LPL Financial
California
$1.24M +$595K +11,775 +95%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.14M +$10.9K +215 +1%
Jane Street
19
Jane Street
New York
$1.09M -$2.28M -45,013 -68%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$833K +$30.1K +596 +4%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$810K +$544K +10,762 +215%
BCI
22
Brinker Capital Investments
Pennsylvania
$655K -$593K -11,722 -48%
FIM
23
Freedom Investment Management
Connecticut
$623K -$19.7K -389 -3%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$579K +$569K +11,258 New
EAMA
25
EFG Asset Management (Americas)
Florida
$528K

GII Hedge Fund Activity: Q1 2021 in Review

57 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Infrastructure ETF (GII) for Q1 2021, worth a combined $185M — up 6.7% from $174M a quarter earlier.

Fund positioning in GII was balanced in Q1 2021: 9 funds opened new positions, 9 closed out, 22 added to existing stakes and 11 trimmed.

The largest buyer was Beacon Pointe Advisors, adding an estimated $4.42M. The largest seller was Jane Street, cutting an estimated $2.28M.

  • 57 institutional investors held State Street SPDR S&P Global Infrastructure ETF (GII) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $185M of State Street SPDR S&P Global Infrastructure ETF stock for Q1 2021, up 6.7% quarter-over-quarter.
  • 9 funds opened new State Street SPDR S&P Global Infrastructure ETF positions in Q1 2021 and 9 closed out, a net change of 0 holders.
  • The largest State Street SPDR S&P Global Infrastructure ETF buyer in Q1 2021 was Beacon Pointe Advisors, an estimated $4.42M added.
  • The largest State Street SPDR S&P Global Infrastructure ETF seller in Q1 2021 was Jane Street, an estimated $2.28M sold.

Based on aggregated 13F filings for Q1 2021.