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State Street SPDR FTSE International Government Inflation-Protected Bond ETF

86 hedge funds and large institutions have $270M invested in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 12 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.35% less ownership

Funds ownership: 53.92%53.57% (-0.35%)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

3% less funds holding

Funds holding: 8986 (-3)

18% less capital invested

Capital invested by funds: $328M → $270M (-$58M)

63% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 32

Holders
86
Holders Change
-3
Holders Change %
-3.37%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
12
Reduced
32
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$72.9M +$8.61M +159,918 +13%
Morgan Stanley
2
Morgan Stanley
New York
$56M -$3.6M -66,778 -6%
QI
3
QS Investors
New York
$39.9M -$19.9M -369,491 -33%
PAM
4
Panagora Asset Management
Massachusetts
$26M +$1.19M +22,037 +5%
Bank of America
5
Bank of America
North Carolina
$13.1M -$389K -7,223 -3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$10.6M +$11M +204,630 New
LFWA
7
LBJ Family Wealth Advisors
Texas
$5.55M +$5.75M +106,788 New
TFF
8
The Family Firm
Maryland
$4.04M +$81.9K +1,521 +2%
UBS Group
9
UBS Group
Switzerland
$4M +$939K +17,433 +29%
BCI
10
Brinker Capital Investments
Pennsylvania
$3.31M
G
11
GenTrust
Florida
$2.63M +$2.72M +50,565 New
Stifel Financial
12
Stifel Financial
Missouri
$2.34M +$2.42M +44,942 New
TFA
13
Transamerica Financial Advisors
Florida
$2.05M -$93.7K -1,741 -4%
Wells Fargo
14
Wells Fargo
California
$2.03M +$383K +7,116 +22%
WI
15
WrapManager Inc
California
$1.96M -$121K -2,250 -6%
SCM
16
Stellar Capital Management
Arizona
$1.56M +$1.61M +29,926 New
BCM
17
Bluefin Capital Management
New York
$1.53M +$1.59M +29,498 New
Invesco
18
Invesco
Georgia
$1.46M +$32.3K +599 +2%
GC
19
Guggenheim Capital
Illinois
$1.21M -$239K -4,438 -16%
ACP
20
Aveo Capital Partners
Colorado
$1.01M +$1.04M +19,360 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$985K -$1.31M -24,387 -56%
PFA
22
Pure Financial Advisors
California
$971K -$3.45K -64 -0.3%
Creative Planning
23
Creative Planning
Kansas
$857K -$714K -13,255 -45%
BSWM
24
Boston Standard Wealth Management
Massachusetts
$854K -$60.5K -1,124 -6%
CIM
25
Cambria Investment Management
California
$820K -$2.37K -44 -0.3%

WIP Hedge Fund Activity: Q4 2016 in Review

86 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) for Q4 2016, worth a combined $270M — down 18% from $328M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of WIP and 16 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 12 added.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $11M. The largest seller was QS Investors, cutting an estimated $19.9M.

  • 86 institutional investors held State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) as of Q4 2016, down from 89 in Q3 2016.
  • Funds reported $270M of State Street SPDR FTSE International Government Inflation-Protected Bond ETF stock for Q4 2016, down 18% quarter-over-quarter.
  • 16 funds opened new State Street SPDR FTSE International Government Inflation-Protected Bond ETF positions in Q4 2016 and 17 closed out, a net change of -1 holder.
  • The largest State Street SPDR FTSE International Government Inflation-Protected Bond ETF buyer in Q4 2016 was Fidelity Investments, an estimated $11M added.
  • The largest State Street SPDR FTSE International Government Inflation-Protected Bond ETF seller in Q4 2016 was QS Investors, an estimated $19.9M sold.

Based on aggregated 13F filings for Q4 2016.