State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
57 hedge funds and large institutions have $258M invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 11 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 8
13% more capital invested
Capital invested by funds: $229M → $258M (+$29M)
2.07% more ownership
Funds ownership: 43.6% → 45.67% (+2.1%)
10% less funds holding
Funds holding: 63 → 57 (-6)
45% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$14.7M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$11M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.81M |
| 4 |
Morgan Stanley
New York
|
+$2.66M |
| 5 |
CC
Curian Capital
Denver,
Colorado
|
+$1.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.83M |
| 2 |
SCA
Strategic Capital Alternatives
Gig Harbor,
United States
|
-$2.06M |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$1.52M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.4M |
| 5 |
Jane Street
New York
|
-$1.3M |
SPIB Hedge Fund Activity: Q1 2015 in Review
57 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q1 2015, worth a combined $258M — up 13% from $229M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of SPIB and 6 opened new positions — a net loss of 5 holders — while 8 trimmed existing stakes and 24 added.
The largest buyer was UBS Group, adding an estimated $14.7M. The largest seller was Raymond James & Associates, exiting entirely with an estimated $2.83M sold.
- 57 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q1 2015, down from 63 in Q4 2014.
- Funds reported $258M of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q1 2015, up 13% quarter-over-quarter.
- 6 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q1 2015 and 11 closed out, a net change of -5 holders.
- The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q1 2015 was UBS Group, an estimated $14.7M added.
- The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q1 2015 was Raymond James & Associates, an estimated $2.83M sold.
Based on aggregated 13F filings for Q1 2015.