SPDR NUVEEN S&P VRDO MUN BD ETF
VRD was delisted on the 18th of March, 2015.
9 hedge funds and large institutions have $2.83M invested in SPDR NUVEEN S&P VRDO MUN BD ETF in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and closing their positions.
29% more funds holding
Funds holding: 7 → 9 (+2)
12% more capital invested
Capital invested by funds: $2.52M → $2.83M (+$309K)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JG
Jefferies Group
New York
|
+$443K |
| 2 |
Jane Street
New York
|
+$160K |
| 3 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
+$30.4K |
| 4 |
Morgan Stanley
New York
|
+$4.25K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$209K |
| 2 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
-$106K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$86.9K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$18.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $480K | +$160K | +5,337 | +50% |
|
|
2
Bank of America
Charlotte,
North Carolina
| $471K | -$18.9K | -632 | -4% |
|
|
RCAG
3
Rehmann Capital Advisory Group
Lansing,
Michigan
| $455K | +$30.4K | +1,015 | +7% |
|
|
JG
4
Jefferies Group
New York
| $443K | +$443K | +14,782 | New |
|
|
EWM
5
Empirical Wealth Management
Seattle,
Washington
| $383K | -$106K | -3,528 | -22% |
|
|
U
6
UBS
Zurich,
Switzerland
| $380K | -$209K | -6,972 | -35% |
|
|
7
Morgan Stanley
New York
| $132K | +$4.25K | +142 | +3% |
|
|
BRWM
8
B. Riley Wealth Management
Memphis,
Tennessee
| $90K | +$90.1K | +3,005 | New |
|
|
9
Wells Fargo
San Francisco,
California
| – | -$86.9K | -2,900 | -100% |
|
VRD Hedge Fund Activity: Q1 2014 in Review
9 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in SPDR NUVEEN S&P VRDO MUN BD ETF (VRD) for Q1 2014, worth a combined $2.83M — up 12% from $2.52M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new VRD positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Jefferies Group, opening a new position worth an estimated $443K. The largest seller was UBS, cutting an estimated $209K.
- 9 institutional investors held SPDR NUVEEN S&P VRDO MUN BD ETF (VRD) as of Q1 2014, up from 7 in Q4 2013.
- Funds reported $2.83M of SPDR NUVEEN S&P VRDO MUN BD ETF stock for Q1 2014, up 12% quarter-over-quarter.
- 2 funds opened new SPDR NUVEEN S&P VRDO MUN BD ETF positions in Q1 2014 and 0 closed out, a net change of +2 holders.
- The largest SPDR NUVEEN S&P VRDO MUN BD ETF buyer in Q1 2014 was Jefferies Group, an estimated $443K added.
- The largest SPDR NUVEEN S&P VRDO MUN BD ETF seller in Q1 2014 was UBS, an estimated $209K sold.
Based on aggregated 13F filings for Q1 2014.