State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
96 hedge funds and large institutions have $420M invested in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 41 reducing their positions, and 18 closing their positions.
28% more capital invested
Capital invested by funds: $329M → $420M (+$91.5M)
4.78% more ownership
Funds ownership: 49.51% → 54.3% (+4.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less funds holding
Funds holding: 106 → 96 (-10)
50% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 18
61% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$117M |
| 2 |
QI
QS Investors
New York
|
+$4.07M |
| 3 |
RPG
Risk Paradigm Group
Austin,
Texas
|
+$2.8M |
| 4 |
Goldman Sachs
New York
|
+$1.19M |
| 5 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$948K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFA
Pure Financial Advisors
San Diego,
California
|
-$20.5M |
| 2 |
State Street
Boston,
Massachusetts
|
-$4.98M |
| 3 |
Jane Street
New York
|
-$2.09M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.55M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VKH
101
Virtu KCG Holdings
New York
| – | -$308K | -5,642 | Closed |
|
|
TSS
102
Two Sigma Securities
New York
| – | -$244K | -4,470 | Closed |
|
|
EAMA
103
EFG Asset Management (Americas)
Miami,
Florida
| – | -$232K | -4,261 | Closed |
|
|
BT
104
Beacon Trust
Morristown,
New Jersey
| – | -$210K | -3,850 | Closed |
|
|
HCM
105
Horrell Capital Management
Little Rock,
Arkansas
| – | -$144K | -2,642 | Closed |
|
|
VCM
106
Vigilant Capital Management
Portland,
Maine
| – | -$134K | -2,450 | Closed |
|
|
CCS
107
Crosspoint Capital Strategies
Orinda,
California
| – | -$116K | -2,120 | Closed |
|
108
AllianceBernstein
Nashville,
Tennessee
| – | -$39K | -713 | Closed |
|
109
Creative Planning
Overland Park,
Kansas
| – | -$31K | -562 | Closed |
|
|
MA
110
MUFG Americas
New York
| – | -$22K | -402 | Closed |
|
|
SSB
111
Sandy Spring Bank
Olney,
Maryland
| – | -$22K | -400 | Closed |
|
|
LWA
112
Lowe Wealth Advisors
Columbia,
Maryland
| – | -$5K | -91 | Closed |
|
|
BRWM
113
B. Riley Wealth Management
Memphis,
Tennessee
| – | -$3K | -61 | Closed |
|
WIP Hedge Fund Activity: Q2 2015 in Review
96 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) for Q2 2015, worth a combined $420M — up 28% from $329M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of WIP and 9 opened new positions — a net loss of 9 holders — while 41 trimmed existing stakes and 16 added.
The largest buyer was Morgan Stanley, adding an estimated $117M. The largest seller was Pure Financial Advisors, cutting an estimated $20.5M.
- 96 institutional investors held State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) as of Q2 2015, down from 106 in Q1 2015.
- Funds reported $420M of State Street SPDR FTSE International Government Inflation-Protected Bond ETF stock for Q2 2015, up 28% quarter-over-quarter.
- 9 funds opened new State Street SPDR FTSE International Government Inflation-Protected Bond ETF positions in Q2 2015 and 18 closed out, a net change of -9 holders.
- The largest State Street SPDR FTSE International Government Inflation-Protected Bond ETF buyer in Q2 2015 was Morgan Stanley, an estimated $117M added.
- The largest State Street SPDR FTSE International Government Inflation-Protected Bond ETF seller in Q2 2015 was Pure Financial Advisors, an estimated $20.5M sold.
Based on aggregated 13F filings for Q2 2015.