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State Street SPDR FTSE International Government Inflation-Protected Bond ETF

77 hedge funds and large institutions have $239M invested in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 8077 (-3)

5% less capital invested

Capital invested by funds: $252M → $239M (-$12.9M)

11.38% less ownership

Funds ownership: 59.28%47.9% (-11%)

24% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 29

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
77
Holders Change
-3
Holders Change %
-3.75%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
22
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$54.7M -$6.01M -105,336 -10%
QI
2
QS Investors
New York
$48.4M +$904K +15,836 +2%
State Street
3
State Street
Massachusetts
$20.1M -$552K -9,666 -3%
PAM
4
Panagora Asset Management
Massachusetts
$16.4M +$49.4K +866 +0.3%
Bank of America
5
Bank of America
North Carolina
$16.2M -$334K -5,852 -2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$9.47M -$1.18M -20,604 -11%
UBS Group
7
UBS Group
Switzerland
$7.78M +$1.64M +28,778 +27%
LFWA
8
LBJ Family Wealth Advisors
Texas
$7.04M -$58.5M -1,025,106 -89%
Wells Fargo
9
Wells Fargo
California
$6.99M +$360K +6,305 +5%
Jane Street
10
Jane Street
New York
$6.21M +$629K +11,019 +11%
G
11
GenTrust
Florida
$5.16M
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$5.03M -$2.25M -39,343 -31%
TFF
13
The Family Firm
Maryland
$4.33M +$97.7K +1,711 +2%
Stifel Financial
14
Stifel Financial
Missouri
$3.04M -$70.5K -1,235 -2%
GFPC
15
Global Financial Private Capital
Florida
$2.9M +$376K +6,580 +15%
SCM
16
Stellar Capital Management
Arizona
$2.19M +$160K +2,800 +8%
BCM
17
Bluefin Capital Management
New York
$2.13M -$1.83M -32,105 -46%
TFA
18
Transamerica Financial Advisors
Florida
$2.03M -$49.6K -869 -2%
Invesco
19
Invesco
Georgia
$1.67M -$48.7K -853 -3%
WA
20
WESPAC Advisors
California
$1.32M +$260K +4,549 +25%
CIM
21
Cambria Investment Management
California
$1.3M +$78.2K +1,370 +6%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$1.07M +$1.07M +18,658 New
PFA
23
Pure Financial Advisors
California
$980K -$35K -613 -3%
WAM
24
Weatherly Asset Management
California
$873K
MLM
25
Mount Lucas Management
Pennsylvania
$812K +$681K +11,928 +532%

WIP Hedge Fund Activity: Q3 2017 in Review

77 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) for Q3 2017, worth a combined $239M — down 5.1% from $252M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of WIP and 5 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 22 added.

The largest buyer was UBS Group, adding an estimated $1.64M. The largest seller was LBJ Family Wealth Advisors, cutting an estimated $58.5M.

  • 77 institutional investors held State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) as of Q3 2017, down from 80 in Q2 2017.
  • Funds reported $239M of State Street SPDR FTSE International Government Inflation-Protected Bond ETF stock for Q3 2017, down 5.1% quarter-over-quarter.
  • 5 funds opened new State Street SPDR FTSE International Government Inflation-Protected Bond ETF positions in Q3 2017 and 7 closed out, a net change of -2 holders.
  • The largest State Street SPDR FTSE International Government Inflation-Protected Bond ETF buyer in Q3 2017 was UBS Group, an estimated $1.64M added.
  • The largest State Street SPDR FTSE International Government Inflation-Protected Bond ETF seller in Q3 2017 was LBJ Family Wealth Advisors, an estimated $58.5M sold.

Based on aggregated 13F filings for Q3 2017.