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State Street SPDR FTSE International Government Inflation-Protected Bond ETF

121 hedge funds and large institutions have $477M invested in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 42 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more funds holding

Funds holding: 114121 (+7)

1.32% more ownership

Funds ownership: 52.47%53.78% (+1.3%)

6% less capital invested

Capital invested by funds: $504M → $477M (-$27.8M)

21% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 42

Holders
121
Holders Change
+7
Holders Change %
+6.14%
% of All Funds
3.51%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
13
Increased
33
Reduced
42
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VA
1
Valmark Advisers
Ohio
$71.8M +$3.66M +59,677 +5%
Morgan Stanley
2
Morgan Stanley
New York
$62.5M +$6.39M +104,181 +11%
State Street
3
State Street
Massachusetts
$53M -$22.4M -364,956 -29%
QI
4
QS Investors
New York
$47.5M -$1.22M -19,951 -2%
PFA
5
Pure Financial Advisors
California
$22.1M +$1.12M +18,326 +5%
Bank of America
6
Bank of America
North Carolina
$19.3M +$2.23M +36,334 +12%
PAM
7
Panagora Asset Management
Massachusetts
$15.5M +$7.03M +114,641 +77%
CPS
8
Counsel Portfolio Services
Ontario, Canada
$15.4M +$6.98M +113,745 +76%
Wells Fargo
9
Wells Fargo
California
$14.4M +$545K +8,890 +4%
State of New Jersey Common Pension Fund D
10
State of New Jersey Common Pension Fund D
New Jersey
$14.4M
CW
11
Cabot-Wellington
Massachusetts
$13.3M -$33.3K -543 -0.2%
HSA
12
Hussman Strategic Advisors
Maryland
$9.4M
OWP
13
Obermeyer Wealth Partners
Colorado
$8.13M -$39.3K -640 -0.5%
U
14
UBS
Switzerland
$7.05M +$409K +6,666 +6%
CT
15
Coastline Trust
Rhode Island
$6.08M +$93.2K +1,520 +1%
Comerica Bank
16
Comerica Bank
Texas
$5.67M -$680K -11,094 -10%
PCA
17
Personal Capital Advisors
California
$5.26M +$1.34M +21,912 +32%
GA
18
Gateway Advisory
New Jersey
$5.08M +$130K +2,126 +3%
LPL Financial
19
LPL Financial
California
$4.96M +$80.8K +1,317 +2%
Invesco
20
Invesco
Georgia
$4.6M +$446K +7,271 +10%
BCI
21
Brinker Capital Investments
Pennsylvania
$4.31M -$49.8K -812 -1%
GC
22
Garde Capital
Washington
$4.21M +$205K +3,343 +5%
Jane Street
23
Jane Street
New York
$4.21M +$3.32M +54,208 +311%
TAT
24
TD Ameritrade Trust
Colorado
$3.93M +$142K +2,312 +4%
LPT
25
Legacy Private Trust
Wisconsin
$3.78M +$2.91M +47,366 +278%

WIP Hedge Fund Activity: Q3 2014 in Review

121 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) for Q3 2014, worth a combined $477M — down 5.5% from $504M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WIP positions and 6 closed out — a net gain of 7 holders — while 33 added to existing stakes and 42 trimmed.

The largest buyer was Panagora Asset Management, adding an estimated $7.03M. The largest seller was State Street, cutting an estimated $22.4M.

  • 121 institutional investors held State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) as of Q3 2014, up from 114 in Q2 2014.
  • Funds reported $477M of State Street SPDR FTSE International Government Inflation-Protected Bond ETF stock for Q3 2014, down 5.5% quarter-over-quarter.
  • 13 funds opened new State Street SPDR FTSE International Government Inflation-Protected Bond ETF positions in Q3 2014 and 6 closed out, a net change of +7 holders.
  • The largest State Street SPDR FTSE International Government Inflation-Protected Bond ETF buyer in Q3 2014 was Panagora Asset Management, an estimated $7.03M added.
  • The largest State Street SPDR FTSE International Government Inflation-Protected Bond ETF seller in Q3 2014 was State Street, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2014.