SPDR S&P International Utilities Sector
IPU was delisted on the 24th of July, 2017.
13 hedge funds and large institutions have $4.5M invested in SPDR S&P International Utilities Sector in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
8% more funds holding
Funds holding: 12 → 13 (+1)
22% less capital invested
Capital invested by funds: $5.78M → $4.5M (-$1.28M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$297K |
| 2 |
Jane Street
New York
|
+$175K |
| 3 |
IC
InterOcean Capital
Chicago,
Illinois
|
+$113K |
| 4 |
Morgan Stanley
New York
|
+$27.9K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$20.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$1.93M |
| 2 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$206K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$4.31K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
1
Aviance Capital Management
Sarasota,
Florida
| $1.74M | -$206K | -12,251 | -11% |
|
2
UBS Group
Zurich,
Switzerland
| $966K | +$6.41K | +381 | +0.7% |
|
|
IC
3
InterOcean Capital
Chicago,
Illinois
| $522K | +$113K | +6,696 | +28% |
|
|
4
Ameriprise
Minneapolis,
Minnesota
| $358K | +$20.2K | +1,203 | +6% |
|
|
5
Wells Fargo
San Francisco,
California
| $307K | +$297K | +17,653 | +4,413% |
|
|
6
Morgan Stanley
New York
| $250K | +$27.9K | +1,659 | +13% |
|
|
7
Jane Street
New York
| $177K | +$175K | +10,406 | New |
|
|
8
Bank of America
Charlotte,
North Carolina
| $104K | -$4.31K | -256 | -4% |
|
9
Envestnet Asset Management
Chicago,
Illinois
| $60K | – | – | – |
|
10
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $8K | – | – | – |
|
|
AG
11
Advisor Group
Phoenix,
Arizona
| $5K | – | – | – |
|
12
Creative Planning
Overland Park,
Kansas
| $3K | +$3.38K | +201 | New |
|
|
13
SG Americas Securities
New York
| – | -$1.93M | -119,510 | Closed |
|
IPU Hedge Fund Activity: Q2 2017 in Review
13 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in SPDR S&P International Utilities Sector (IPU) for Q2 2017, worth a combined $4.5M — down 22% from $5.78M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new IPU positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Wells Fargo, adding an estimated $297K. The largest seller was SG Americas Securities, exiting entirely with an estimated $1.93M sold.
- 13 institutional investors held SPDR S&P International Utilities Sector (IPU) as of Q2 2017, up from 12 in Q1 2017.
- Funds reported $4.5M of SPDR S&P International Utilities Sector stock for Q2 2017, down 22% quarter-over-quarter.
- 2 funds opened new SPDR S&P International Utilities Sector positions in Q2 2017 and 1 closed out, a net change of +1 holder.
- The largest SPDR S&P International Utilities Sector buyer in Q2 2017 was Wells Fargo, an estimated $297K added.
- The largest SPDR S&P International Utilities Sector seller in Q2 2017 was SG Americas Securities, an estimated $1.93M sold.
Based on aggregated 13F filings for Q2 2017.