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State Street SPDR FTSE International Government Inflation-Protected Bond ETF

85 hedge funds and large institutions have $263M invested in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

10% more funds holding

Funds holding: 7785 (+8)

10% more capital invested

Capital invested by funds: $239M → $263M (+$24.5M)

4.12% more ownership

Funds ownership: 47.9%52.01% (+4.1%)

32% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 31

Holders
85
Holders Change
+8
Holders Change %
+10.39%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
15
Increased
21
Reduced
31
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
$52.9M -$1.89M -33,270 -3%
MFM
2
MD Financial Management
Ontario, Canada
$44.6M +$44M +774,654 New
State Street
3
State Street
Massachusetts
$30.2M +$10M +175,849 +50%
Bank of America
4
Bank of America
North Carolina
$19M +$2.67M +47,040 +17%
PAM
5
Panagora Asset Management
Massachusetts
$16.2M -$257K -4,529 -2%
FI
6
FormulaFolio Investments
Michigan
$16M +$15.9M +278,829 New
UBS Group
7
UBS Group
Switzerland
$8.5M +$689K +12,111 +9%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$8.45M -$1.05M -18,400 -11%
LFWA
9
LBJ Family Wealth Advisors
Texas
$7.19M +$124K +2,174 +2%
FA
10
Forefront Analytics
Pennsylvania
$5.41M +$5.35M +94,057 New
Wells Fargo
11
Wells Fargo
California
$5.34M -$1.66M -29,165 -24%
TFF
12
The Family Firm
Maryland
$4.59M +$242K +4,249 +6%
G
13
GenTrust
Florida
$3.46M -$1.7M -29,822 -33%
Stifel Financial
14
Stifel Financial
Missouri
$3.25M +$197K +3,472 +6%
GFPC
15
Global Financial Private Capital
Florida
$3.21M +$296K +5,213 +10%
Jane Street
16
Jane Street
New York
$2.64M -$3.55M -62,362 -58%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.54M +$2.09M +36,714 +494%
SCM
18
Stellar Capital Management
Arizona
$2.31M +$116K +2,033 +5%
VF
19
Virtu Financial
New York
$2.31M +$2.03M +35,773 +829%
TFA
20
Transamerica Financial Advisors
Florida
$2M -$33.9K -597 -2%
BCM
21
Bluefin Capital Management
New York
$1.9M -$238K -4,183 -11%
CIM
22
Cambria Investment Management
California
$1.64M +$334K +5,870 +26%
Invesco
23
Invesco
Georgia
$1.55M -$124K -2,180 -7%
VA
24
Valmark Advisers
Ohio
$1.23M +$1.22M +21,435 New
QI
25
QS Investors
New York
$1.22M -$46.8M -823,079 -97%

WIP Hedge Fund Activity: Q4 2017 in Review

85 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) for Q4 2017, worth a combined $263M — up 10% from $239M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WIP positions and 7 closed out — a net gain of 8 holders — while 21 added to existing stakes and 31 trimmed.

The largest buyer was FormulaFolio Investments, opening a new position worth an estimated $15.9M. The largest seller was QS Investors, cutting an estimated $46.8M.

  • 85 institutional investors held State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) as of Q4 2017, up from 77 in Q3 2017.
  • Funds reported $263M of State Street SPDR FTSE International Government Inflation-Protected Bond ETF stock for Q4 2017, up 10% quarter-over-quarter.
  • 15 funds opened new State Street SPDR FTSE International Government Inflation-Protected Bond ETF positions in Q4 2017 and 7 closed out, a net change of +8 holders.
  • The largest State Street SPDR FTSE International Government Inflation-Protected Bond ETF buyer in Q4 2017 was FormulaFolio Investments, an estimated $15.9M added.
  • The largest State Street SPDR FTSE International Government Inflation-Protected Bond ETF seller in Q4 2017 was QS Investors, an estimated $46.8M sold.

Based on aggregated 13F filings for Q4 2017.