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State Street SPDR FTSE International Government Inflation-Protected Bond ETF

117 hedge funds and large institutions have $399M invested in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

1.12% less ownership

Funds ownership: 53.78%52.66% (-1.1%)

3% less funds holding

Funds holding: 121117 (-4)

16% less capital invested

Capital invested by funds: $477M → $399M (-$77.6M)

33% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 39

Holders
117
Holders Change
-4
Holders Change %
-3.31%
% of All Funds
3.12%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
17
Increased
26
Reduced
39
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFPM
51
Sensible Financial Planning & Management
Massachusetts
$497K -$49.9K -853 -9%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$417K +$49.5K +846 +13%
M&T Bank
53
M&T Bank
New York
$406K +$68K +1,163 +19%
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$393K
FIM
55
Fernwood Investment Management
Massachusetts
$365K
BCM
56
Bluefin Capital Management
New York
$363K -$2.73M -46,728 -88%
Citadel Advisors
57
Citadel Advisors
Florida
$359K +$32K +547 +10%
SC
58
Scotia Capital
Ontario, Canada
$353K +$363K +6,204 New
First Manhattan
59
First Manhattan
New York
$341K
NA
60
Nottingham Advisors
New York
$332K +$339K +5,790 New
SPL
61
Smart Portfolios LLC
Washington
$318K +$327K +5,586 New
JP Morgan Chase
62
JP Morgan Chase
New York
$317K -$936 -16 -0.3%
CFN
63
Cordasco Financial Network
Florida
$292K -$10.5K -180 -3%
LS
64
Lattice Strategies
Pennsylvania
$279K -$184K -3,138 -39%
PWM
65
Perigon Wealth Management
California
$279K
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$267K +$118K +2,012 +75%
ALA
67
Atherton Lane Advisers
California
$254K -$14.9K -255 -5%
FBNAT
68
FirstMerit Bank N.A. Trustee
Ohio
$252K -$50.5K -863 -16%
EAMA
69
EFG Asset Management (Americas)
Florida
$243K +$249K +4,261 New
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$237K -$26K -445 -10%
PA
71
Parkside Advisors
California
$226K
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$226K
MFS
73
MSI Financial Services
Massachusetts
$225K +$101K +1,735 +78%
BT
74
Beacon Trust
New Jersey
$219K
TSS
75
Two Sigma Securities
New York
$215K +$221K +3,779 New

WIP Hedge Fund Activity: Q4 2014 in Review

117 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) for Q4 2014, worth a combined $399M — down 16% from $477M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of WIP and 17 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 26 added.

The largest buyer was QS Investors, adding an estimated $15.6M. The largest seller was Valmark Advisers, cutting an estimated $69M.

  • 117 institutional investors held State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) as of Q4 2014, down from 121 in Q3 2014.
  • Funds reported $399M of State Street SPDR FTSE International Government Inflation-Protected Bond ETF stock for Q4 2014, down 16% quarter-over-quarter.
  • 17 funds opened new State Street SPDR FTSE International Government Inflation-Protected Bond ETF positions in Q4 2014 and 18 closed out, a net change of -1 holder.
  • The largest State Street SPDR FTSE International Government Inflation-Protected Bond ETF buyer in Q4 2014 was QS Investors, an estimated $15.6M added.
  • The largest State Street SPDR FTSE International Government Inflation-Protected Bond ETF seller in Q4 2014 was Valmark Advisers, an estimated $69M sold.

Based on aggregated 13F filings for Q4 2014.