State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
18 hedge funds and large institutions have $29.8M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 0 reducing their positions, and 6 closing their positions.
24% more capital invested
Capital invested by funds: $24M → $29.8M (+$5.84M)
9.59% more ownership
Funds ownership: 73.12% → 82.71% (+9.6%)
5% less funds holding
Funds holding: 19 → 18 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$13M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$421K |
| 3 |
PFM
Peak Financial Management
Wellesley,
Massachusetts
|
+$300K |
| 4 |
Morgan Stanley
New York
|
+$291K |
| 5 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$288K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.91M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.58M |
| 3 |
Jane Street
New York
|
-$1.65M |
| 4 |
Mariner
Overland Park,
Kansas
|
-$40K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$6K |
SPGM Hedge Fund Activity: Q4 2016 in Review
18 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q4 2016, worth a combined $29.8M — up 24% from $24M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of SPGM and 5 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 8 added.
The largest buyer was Bank of America, adding an estimated $13M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3.91M sold.
- 18 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q4 2016, down from 19 in Q3 2016.
- Funds reported $29.8M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q4 2016, up 24% quarter-over-quarter.
- 5 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q4 2016 and 6 closed out, a net change of -1 holder.
- The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q4 2016 was Bank of America, an estimated $13M added.
- The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q4 2016 was Susquehanna International Group, an estimated $3.91M sold.
Based on aggregated 13F filings for Q4 2016.