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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
Morgan Stanley
1
Morgan Stanley
New York
$93M -$12.2M -238,558 -12%
State Street
2
State Street
Massachusetts
$64.7M +$11.4M +222,135 +23%
QI
3
QS Investors
New York
$61.2M +$3.64M +71,076 +7%
HIM
4
Hanlon Investment Management
New Jersey
$43.9M +$41.4M +806,760 New
PAM
5
Panagora Asset Management
Massachusetts
$16.1M +$4.1M +79,907 +37%
Bank of America
6
Bank of America
North Carolina
$12.3M +$757K +14,777 +7%
PCA
7
Personal Capital Advisors
California
$11.2M +$1.64M +32,075 +18%
IGIM
8
I.G. Investment Management
Manitoba, Canada
$10.1M +$4.34M +84,625 +84%
CPS
9
Counsel Portfolio Services
Ontario, Canada
$6M -$229K -4,469 -4%
OWP
10
Obermeyer Wealth Partners
Colorado
$5.91M -$323K -6,293 -5%
TFA
11
Transamerica Financial Advisors
Florida
$5.63M +$4.42M +86,169 +490%
LPL Financial
12
LPL Financial
California
$4.17M -$547K -10,678 -12%
TFF
13
The Family Firm
Maryland
$3.94M +$45.3K +884 +1%
BCI
14
Brinker Capital Investments
Pennsylvania
$3.46M
UBS Group
15
UBS Group
Switzerland
$3.01M -$825K -16,090 -22%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.63M +$826K +16,121 +50%
Wells Fargo
17
Wells Fargo
California
$1.98M -$163K -3,188 -8%
WI
18
WrapManager Inc
California
$1.97M +$277K +5,407 +18%
GWM
19
Gupta Wealth Management
California
$1.85M -$166K -3,240 -9%
Invesco
20
Invesco
Georgia
$1.81M -$468K -9,129 -22%
GC
21
Guggenheim Capital
Illinois
$1.3M +$343K +6,699 +39%
SCM
22
Stellar Capital Management
Arizona
$1.18M -$4.25K -83 -0.4%
RPG
23
Risk Paradigm Group
Texas
$1.1M +$1.04M +20,245 New
FIM
24
Freedom Investment Management
Connecticut
$1.01M +$954K +18,619 New
Axa
25
Axa
France
$968K

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.