SPDR S&P International Financial Sector
IPF was delisted on the 24th of July, 2017.
12 hedge funds and large institutions have $4.84M invested in SPDR S&P International Financial Sector in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
37% more capital invested
Capital invested by funds: $3.54M → $4.84M (+$1.3M)
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
+$1.11M |
| 2 |
PI
Placemark Investments
Chicago,
Illinois
|
+$681K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$86.6K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$79K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$52.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$945K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$9K |
| 3 |
Morgan Stanley
New York
|
-$7.47K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIA
1
Choate Investment Advisors
Boston,
Massachusetts
| $1.13M | +$1.11M | +48,704 | New |
|
|
ST
2
Spinnaker Trust
Portland,
Maine
| $1.03M | +$13.9K | +610 | +1% |
|
|
PI
3
Placemark Investments
Chicago,
Illinois
| $689K | +$681K | +29,792 | New |
|
|
CAN
4
Cetera Advisor Networks
El Segundo,
California
| $606K | +$86.6K | +3,789 | +17% |
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $557K | +$44.3K | +1,941 | +9% |
|
|
6
Morgan Stanley
New York
| $345K | -$7.47K | -327 | -2% |
|
|
U
7
UBS
Zurich,
Switzerland
| $277K | +$52.8K | +2,310 | +24% |
|
|
8
Bank of America
Charlotte,
North Carolina
| $82K | +$79K | +3,459 | +3,641% |
|
9
Barclays
London,
United Kingdom
| $55K | – | – | – |
|
10
Ameriprise
Minneapolis,
Minnesota
| $42K | – | – | – |
|
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| $23K | -$945K | -41,368 | -98% |
|
|
LTFS
12
Ladenburg Thalmann Financial Services
Miami,
Florida
| $9K | +$46 | +2 | +0.5% |
|
|
TRCT
13
Tower Research Capital (TRC)
New York
| – | -$9K | -400 | Closed |
|
|
14
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -67 | Closed |
|
IPF Hedge Fund Activity: Q2 2014 in Review
12 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in SPDR S&P International Financial Sector (IPF) for Q2 2014, worth a combined $4.84M — up 37% from $3.54M a quarter earlier.
Fund positioning in IPF was balanced in Q2 2014: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 2 trimmed.
The largest buyer was Choate Investment Advisors, opening a new position worth an estimated $1.11M. The largest seller was Royal Bank of Canada, cutting an estimated $945K.
- 12 institutional investors held SPDR S&P International Financial Sector (IPF) as of Q2 2014, unchanged from Q1 2014.
- Funds reported $4.84M of SPDR S&P International Financial Sector stock for Q2 2014, up 37% quarter-over-quarter.
- 2 funds opened new SPDR S&P International Financial Sector positions in Q2 2014 and 2 closed out, a net change of 0 holders.
- The largest SPDR S&P International Financial Sector buyer in Q2 2014 was Choate Investment Advisors, an estimated $1.11M added.
- The largest SPDR S&P International Financial Sector seller in Q2 2014 was Royal Bank of Canada, an estimated $945K sold.
Based on aggregated 13F filings for Q2 2014.