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State Street SPDR Portfolio Emerging Markets ETF

40 hedge funds and large institutions have $92M invested in State Street SPDR Portfolio Emerging Markets ETF in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $74.5M → $92M (+$17.5M)

10.05% more ownership

Funds ownership: 98.61%108.66% (+10%)

5% less funds holding

Funds holding: 4240 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$103K -$4.73K -190 -5%
WCM
27
Wealthcare Capital Management
Virginia
$57K
CAL
28
Capital Analysts LLC
Pennsylvania
$54.7K
WTB
29
Washington Trust Bank
Washington
$43K
CAL
30
Capital Advisors Ltd
Ohio
$39K
Citigroup
31
Citigroup
New York
$36K
SF
32
Synovus Financial
Georgia
$28K
EDRH
33
Edmond de Rothschild Holding
Switzerland
$26K +$23.9K +960 New
AIM
34
Anchor Investment Management
South Carolina
$21.9K +$19.9K +800 New
AIG
35
American International Group
New York
$21K -$24.1K -966 -55%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$11K
WA
37
WFG Advisors
Texas
$10K -$5.18K -208 -35%
FNBSF
38
First National Bank Sioux Falls
South Dakota
$4K
EWM
39
Endurance Wealth Management
Rhode Island
$7
OMC
40
Old Mission Capital
Illinois
-$2.46M -94,636 Closed
OCM
41
One Capital Management
California
-$916K -32,174 Closed
RJA
42
Raymond James & Associates
Florida
-$592K -22,720 Closed
Goldman Sachs
43
Goldman Sachs
New York
-$458K -17,588 Closed
TRCT
44
Tower Research Capital (TRC)
New York
-$93K -3,554 Closed
CA
45
CapWealth Advisors
Tennessee
-$78K -3,000 Closed
SEI Investments
46
SEI Investments
Pennsylvania
-$54K -2,058 Closed
GBBWRPM
47
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$2K -90 Closed

SPEM Hedge Fund Activity: Q1 2016 in Review

40 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q1 2016, worth a combined $92M — up 23% from $74.5M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SPEM and 7 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 7 added.

The largest buyer was Jane Street, opening a new position worth an estimated $19.2M. The largest seller was State Street, cutting an estimated $8.93M.

  • 40 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q1 2016, down from 42 in Q4 2015.
  • Funds reported $92M of State Street SPDR Portfolio Emerging Markets ETF stock for Q1 2016, up 23% quarter-over-quarter.
  • 7 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q1 2016 and 8 closed out, a net change of -1 holder.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q1 2016 was Jane Street, an estimated $19.2M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q1 2016 was State Street, an estimated $8.93M sold.

Based on aggregated 13F filings for Q1 2016.