State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
56 hedge funds and large institutions have $203M invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 7 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 16
3% less funds holding
Funds holding: 58 → 56 (-2)
5.62% less ownership
Funds ownership: 49.65% → 44.03% (-5.6%)
13% less capital invested
Capital invested by funds: $233M → $203M (-$30.7M)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.23M |
| 2 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$739K |
| 3 |
SCG
Strategic Capital Group
Gig Harbor,
Washington
|
+$662K |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$640K |
| 5 |
CAG
Crestwood Advisors Group
Boston,
Massachusetts
|
+$616K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$14.3M |
| 2 |
Morgan Stanley
New York
|
-$10.4M |
| 3 |
JG
Jefferies Group
New York
|
-$4.21M |
| 4 |
Jane Street
New York
|
-$4M |
| 5 |
BCM
Bluefin Capital Management
New York
|
-$3.4M |
SPIB Hedge Fund Activity: Q2 2014 in Review
56 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q2 2014, worth a combined $203M — down 13% from $233M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of SPIB and 5 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 19 added.
The largest buyer was Wells Fargo, adding an estimated $2.23M. The largest seller was UBS, cutting an estimated $14.3M.
- 56 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q2 2014, down from 58 in Q1 2014.
- Funds reported $203M of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q2 2014, down 13% quarter-over-quarter.
- 5 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q2 2014 and 7 closed out, a net change of -2 holders.
- The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q2 2014 was Wells Fargo, an estimated $2.23M added.
- The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q2 2014 was UBS, an estimated $14.3M sold.
Based on aggregated 13F filings for Q2 2014.