State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
121 hedge funds and large institutions have $1.16B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 15 closing their positions.
100% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 15
92% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 25
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
15% more capital invested
Capital invested by funds: $1.01B → $1.16B (+$150M)
11% more funds holding
Funds holding: 109 → 121 (+12)
1.17% more ownership
Funds ownership: 65.9% → 67.07% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$41.3M |
| 2 |
State Street
Boston,
Massachusetts
|
+$29.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$20.8M |
| 4 |
AA
ALPS Advisors
Denver,
Colorado
|
+$14.5M |
| 5 |
ERIM
Eagle Ridge Investment Management
Stamford,
Connecticut
|
+$12.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSBC Holdings
London,
United Kingdom
|
-$7.04M |
| 2 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$6.49M |
| 3 |
NA
Nottingham Advisors
Amherst,
New York
|
-$5.8M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.82M |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
-$2.96M |
SPIB Hedge Fund Activity: Q4 2016 in Review
121 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2016, worth a combined $1.16B — up 15% from $1.01B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new SPIB positions and 15 closed out — a net gain of 15 holders — while 48 added to existing stakes and 25 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $41.3M. The largest seller was HSBC Holdings, exiting entirely with an estimated $7.04M sold.
- 121 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2016, up from 109 in Q3 2016.
- Funds reported $1.16B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2016, up 15% quarter-over-quarter.
- 30 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2016 and 15 closed out, a net change of +15 holders.
- The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2016 was Charles Schwab Investment Advisory, an estimated $41.3M added.
- The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2016 was HSBC Holdings, an estimated $7.04M sold.
Based on aggregated 13F filings for Q4 2016.