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State Street SPDR FTSE International Government Inflation-Protected Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 11 (0)

9% less funds holding

Funds holding: 10696 (-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

Holders
96
Holders Change
-10
Holders Change %
-9.43%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
16
Reduced
41
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$154M +$117M +2,105,077 +302%
QI
2
QS Investors
New York
$68.2M +$4.07M +73,463 +6%
State Street
3
State Street
Massachusetts
$56.5M -$4.98M -89,774 -8%
Bank of America
4
Bank of America
North Carolina
$13.6M -$1.14M -20,546 -8%
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$13.5M
PAM
6
Panagora Asset Management
Massachusetts
$10.3M +$328K +5,909 +3%
CPS
7
Counsel Portfolio Services
Ontario, Canada
$9.02M -$81.4K -1,468 -0.9%
HSA
8
Hussman Strategic Advisors
Maryland
$8.79M
PCA
9
Personal Capital Advisors
California
$7.79M +$948K +17,094 +14%
OWP
10
Obermeyer Wealth Partners
Colorado
$7M -$218K -3,938 -3%
GA
11
Gateway Advisory
New Jersey
$4.74M -$81.1K -1,463 -2%
UBS Group
12
UBS Group
Switzerland
$4.72M +$805K +14,506 +20%
Wells Fargo
13
Wells Fargo
California
$4.6M -$47.1K -849 -1%
TFF
14
The Family Firm
Maryland
$3.76M +$37.7K +679 +1%
GC
15
Garde Capital
Washington
$3.59M -$632K -11,400 -15%
BCI
16
Brinker Capital Investments
Pennsylvania
$3.5M
LPL Financial
17
LPL Financial
California
$3.42M -$59.5K -1,072 -2%
GWM
18
Gupta Wealth Management
California
$3.2M -$270K -4,877 -8%
CT
19
Coastline Trust
Rhode Island
$3.16M -$100K -1,805 -3%
AssetMark Inc
20
AssetMark Inc
California
$3.06M -$95.7K -1,725 -3%
Invesco
21
Invesco
Georgia
$2.93M -$492K -8,867 -14%
RPG
22
Risk Paradigm Group
Texas
$2.78M +$2.8M +50,555 New
AA
23
Advisory Alpha
Michigan
$2.64M -$228K -4,104 -8%
Goldman Sachs
24
Goldman Sachs
New York
$2.19M +$1.19M +21,477 +117%
BJ
25
Brouwer & Janachowski
California
$1.38M -$231K -4,168 -14%

WIP Hedge Fund Activity: Q2 2015 in Review

96 of the 3,711 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.