State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
85 hedge funds and large institutions have $546M invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 21 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
95% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 21
14% more capital invested
Capital invested by funds: $479M → $546M (+$67.8M)
9% more funds holding
Funds holding: 78 → 85 (+7)
3.29% more ownership
Funds ownership: 55.02% → 58.31% (+3.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$46.8M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$18.5M |
| 3 |
JP Morgan Chase
New York
|
+$8.89M |
| 4 |
LPL Financial
San Diego,
California
|
+$5.66M |
| 5 |
BCM
Bluefin Capital Management
New York
|
+$4.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$14.8M |
| 2 |
CC
Curian Capital
Denver,
Colorado
|
-$8.35M |
| 3 |
CAG
Crestwood Advisors Group
Boston,
Massachusetts
|
-$3.44M |
| 4 |
Jane Street
New York
|
-$2.62M |
| 5 |
Morgan Stanley
New York
|
-$2.51M |
SPIB Hedge Fund Activity: Q4 2015 in Review
85 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2015, worth a combined $546M — up 14% from $479M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new SPIB positions and 6 closed out — a net gain of 8 holders — while 41 added to existing stakes and 21 trimmed.
The largest buyer was UBS Group, adding an estimated $46.8M. The largest seller was State Street, cutting an estimated $14.8M.
- 85 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2015, up from 78 in Q3 2015.
- Funds reported $546M of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2015, up 14% quarter-over-quarter.
- 14 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2015 and 6 closed out, a net change of +8 holders.
- The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2015 was UBS Group, an estimated $46.8M added.
- The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2015 was State Street, an estimated $14.8M sold.
Based on aggregated 13F filings for Q4 2015.