State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
59 hedge funds and large institutions have $194M invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 9 closing their positions.
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
5% more funds holding
Funds holding: 56 → 59 (+3)
4% less capital invested
Capital invested by funds: $203M → $194M (-$8.3M)
2.84% less ownership
Funds ownership: 44.03% → 41.19% (-2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$4.52M |
| 2 |
BCM
Bluefin Capital Management
New York
|
+$2.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.37M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.32M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$830K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Curian Capital
Denver,
Colorado
|
-$8.72M |
| 2 |
SAM
Strategy Asset Managers
Pasadena,
California
|
-$4.36M |
| 3 |
Morgan Stanley
New York
|
-$2.75M |
| 4 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$1.84M |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$1.67M |
SPIB Hedge Fund Activity: Q3 2014 in Review
59 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q3 2014, worth a combined $194M — down 4.1% from $203M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SPIB positions and 9 closed out — a net gain of 4 holders — while 15 added to existing stakes and 12 trimmed.
The largest buyer was UBS, adding an estimated $4.52M. The largest seller was Curian Capital, cutting an estimated $8.72M.
- 59 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q3 2014, up from 56 in Q2 2014.
- Funds reported $194M of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q3 2014, down 4.1% quarter-over-quarter.
- 13 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q3 2014 and 9 closed out, a net change of +4 holders.
- The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q3 2014 was UBS, an estimated $4.52M added.
- The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q3 2014 was Curian Capital, an estimated $8.72M sold.
Based on aggregated 13F filings for Q3 2014.