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State Street SPDR FTSE International Government Inflation-Protected Bond ETF

89 hedge funds and large institutions have $374M invested in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in 2016 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $310M → $374M (+$63.2M)

10.26% more ownership

Funds ownership: 54.03%64.29% (+10%)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

1% less funds holding

Funds holding: 9089 (-1)

41% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 32

Holders
89
Holders Change
-1
Holders Change %
-1.11%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
19
Reduced
32
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BSWM
26
Boston Standard Wealth Management
Massachusetts
$934K +$19K +370 +2%
CIM
27
Cambria Investment Management
California
$849K -$188K -3,671 -19%
WAM
28
Weatherly Asset Management
California
$832K -$3.54K -69 -0.4%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$822K +$569K +11,092 +274%
KM
30
Kalos Management
Georgia
$820K
BJ
31
Brouwer & Janachowski
California
$790K -$63.6K -1,240 -8%
PFA
32
Pure Financial Advisors
California
$727K -$195K -3,808 -22%
AC
33
Addison Capital
Pennsylvania
$704K -$3.54K -69 -0.5%
AssetMark Inc
34
AssetMark Inc
California
$594K -$17.5K -341 -3%
KA
35
Klingman & Associates
New York
$483K
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$452K -$247K -4,812 -37%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$375K -$354K -6,900 -50%
AA
38
Advisory Alpha
Michigan
$374K -$2.19M -42,808 -86%
RJA
39
Raymond James & Associates
Florida
$372K +$352K +6,858 New
First Manhattan
40
First Manhattan
New York
$325K
ECM
41
ETrade Capital Management
Virginia
$308K -$100K -1,959 -26%
IA
42
IndexIQ Advisors
New York
$298K +$281K +5,475 New
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$289K -$758K -14,779 -74%
FIM
44
Fernwood Investment Management
Massachusetts
$285K -$39K -760 -13%
PA
45
Parkside Advisors
California
$228K +$103 +2 +0%
Chevy Chase Trust
46
Chevy Chase Trust
Maryland
$216K
LPT
47
Legacy Private Trust
Wisconsin
$216K +$204K +3,971 New
VA
48
Valmark Advisers
Ohio
$205K -$108K -2,098 -36%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$203K +$192K +3,745 New
US Bancorp
50
US Bancorp
Minnesota
$135K

WIP Hedge Fund Activity: Q1 2016 in Review

89 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) for Q1 2016, worth a combined $374M — up 20% from $310M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of WIP and 12 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 19 added.

The largest buyer was Hanlon Investment Management, opening a new position worth an estimated $41.4M. The largest seller was Morgan Stanley, cutting an estimated $12.2M.

  • 89 institutional investors held State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) as of Q1 2016, down from 90 in Q4 2015.
  • Funds reported $374M of State Street SPDR FTSE International Government Inflation-Protected Bond ETF stock for Q1 2016, up 20% quarter-over-quarter.
  • 12 funds opened new State Street SPDR FTSE International Government Inflation-Protected Bond ETF positions in Q1 2016 and 13 closed out, a net change of -1 holder.
  • The largest State Street SPDR FTSE International Government Inflation-Protected Bond ETF buyer in Q1 2016 was Hanlon Investment Management, an estimated $41.4M added.
  • The largest State Street SPDR FTSE International Government Inflation-Protected Bond ETF seller in Q1 2016 was Morgan Stanley, an estimated $12.2M sold.

Based on aggregated 13F filings for Q1 2016.