We are live on ! Find out more
GXC icon

State Street SPDR S&P China ETF

87 hedge funds and large institutions have $334M invested in State Street SPDR S&P China ETF in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more call options, than puts

Call options by funds: $1.53M | Put options by funds: $452K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

68% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 19

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

8% more capital invested

Capital invested by funds: $309M → $334M (+$25.1M)

1% more funds holding

Funds holding: 8687 (+1)

2.46% less ownership

Funds ownership: 37.57%35.11% (-2.5%)

Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
16
Increased
32
Reduced
19
Closed
14
Calls
$1.53M
Puts
$452K
Net Calls
+$1.08M
Net Calls Change
+$784K
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
26
Salem Investment Counselors
North Carolina
$2.48M -$8.02K -100 -0.3%
BFO
27
Boston Family Office
Massachusetts
$2.34M -$361K -4,505 -13%
WF
28
Welch & Forbes
Massachusetts
$2.27M -$257K -3,200 -10%
CLOS
29
Compagnie Lombard Odier SCmA
Switzerland
$2.07M
CIG
30
Consolidated Investment Group
Colorado
$1.95M
FTUS
31
Flow Traders U.S.
New York
$1.62M +$1.7M +21,172 New
LS
32
Lattice Strategies
Pennsylvania
$1.53M +$67.8K +845 +4%
TFCP
33
Twin Focus Capital Partners
Massachusetts
$1.48M
BHB
34
Bank Hapoalim BM
Israel
$1.39M +$77K +960 +6%
CCT
35
Country Club Trust
Missouri
$1.36M -$60.5K -755 -4%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$1.32M +$74K +923 +6%
CA
37
Cetera Advisors
Colorado
$1.27M +$33.1K +413 +3%
FMI
38
Factory Mutual Insurance
Massachusetts
$1.23M
BHWM
39
Bar Harbor Wealth Management
New Hampshire
$1.11M +$53.3K +665 +5%
Ameriprise
40
Ameriprise
Minnesota
$903K +$196K +2,448 +26%
LPL Financial
41
LPL Financial
California
$868K -$113K -1,413 -11%
CIBC World Market
42
CIBC World Market
Ontario, Canada
$841K +$879K +10,966 New
MIS
43
Morningstar Investment Services
Illinois
$778K +$82.9K +1,034 +11%
MNA
44
Manning & Napier Advisors
New York
$709K
SCM
45
Stellar Capital Management
Arizona
$704K +$25.3K +315 +4%
JGUA
46
John G. Ullman & Associates
New York
$682K
Citadel Advisors
47
Citadel Advisors
Florida
$615K +$643K +8,019 New
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$599K -$49.4K -616 -7%
TYCC
49
Texas Yale Capital Corp
Florida
$550K
JP Morgan Chase
50
JP Morgan Chase
New York
$482K +$225K +2,802 +80%

GXC Hedge Fund Activity: Q3 2014 in Review

87 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P China ETF (GXC) for Q3 2014, worth a combined $334M — up 8.1% from $309M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new GXC positions and 14 closed out — a net gain of 2 holders — while 32 added to existing stakes and 19 trimmed.

The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $17.3M. The largest seller was Valmark Advisers, exiting entirely with an estimated $21.8M sold.

  • 87 institutional investors held State Street SPDR S&P China ETF (GXC) as of Q3 2014, up from 86 in Q2 2014.
  • Funds reported $334M of State Street SPDR S&P China ETF stock for Q3 2014, up 8.1% quarter-over-quarter.
  • 16 funds opened new State Street SPDR S&P China ETF positions in Q3 2014 and 14 closed out, a net change of +2 holders.
  • The largest State Street SPDR S&P China ETF buyer in Q3 2014 was Clark Capital Management Group, an estimated $17.3M added.
  • The largest State Street SPDR S&P China ETF seller in Q3 2014 was Valmark Advisers, an estimated $21.8M sold.

Based on aggregated 13F filings for Q3 2014.