SPDR S&P International Financial Sector
IPF was delisted on the 24th of July, 2017.
12 hedge funds and large institutions have $3.54M invested in SPDR S&P International Financial Sector in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 1 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
86% more capital invested
Capital invested by funds: $1.91M → $3.54M (+$1.64M)
33% more funds holding
Funds holding: 9 → 12 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$819K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$496K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$208K |
| 4 |
ST
Spinnaker Trust
Portland,
Maine
|
+$201K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$40.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$30K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.93K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ST
1
Spinnaker Trust
Portland,
Maine
| $968K | +$201K | +8,980 | +26% |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $935K | +$819K | +36,534 | +626% |
|
|
CAN
3
Cetera Advisor Networks
El Segundo,
California
| $492K | +$208K | +9,269 | +71% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $488K | +$496K | +22,110 | New |
|
5
Morgan Stanley
New York
| $336K | +$16.6K | +739 | +5% |
|
|
U
6
UBS
Zurich,
Switzerland
| $213K | +$10.3K | +461 | +5% |
|
7
Barclays
London,
United Kingdom
| $52K | – | – | – |
|
|
8
Ameriprise
Minneapolis,
Minnesota
| $40K | +$40.4K | +1,800 | New |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| $9K | +$8.97K | +400 | New |
|
|
LTFS
10
Ladenburg Thalmann Financial Services
Miami,
Florida
| $8K | +$202 | +9 | +2% |
|
|
11
Bank of America
Charlotte,
North Carolina
| $2K | -$4.93K | -220 | -70% |
|
12
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1K | +$1.5K | +67 | New |
|
|
13
Envestnet Asset Management
Chicago,
Illinois
| – | -$30K | -1,297 | Closed |
|
IPF Hedge Fund Activity: Q1 2014 in Review
12 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in SPDR S&P International Financial Sector (IPF) for Q1 2014, worth a combined $3.54M — up 86% from $1.91M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IPF positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 1 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $819K. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $30K sold.
- 12 institutional investors held SPDR S&P International Financial Sector (IPF) as of Q1 2014, up from 9 in Q4 2013.
- Funds reported $3.54M of SPDR S&P International Financial Sector stock for Q1 2014, up 86% quarter-over-quarter.
- 4 funds opened new SPDR S&P International Financial Sector positions in Q1 2014 and 1 closed out, a net change of +3 holders.
- The largest SPDR S&P International Financial Sector buyer in Q1 2014 was Royal Bank of Canada, an estimated $819K added.
- The largest SPDR S&P International Financial Sector seller in Q1 2014 was Envestnet Asset Management, an estimated $30K sold.
Based on aggregated 13F filings for Q1 2014.