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State Street SPDR FTSE International Government Inflation-Protected Bond ETF

105 hedge funds and large institutions have $363M invested in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

100% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 18

38% more capital invested

Capital invested by funds: $263M → $363M (+$99.5M)

24% more funds holding

Funds holding: 85105 (+20)

3.91% more ownership

Funds ownership: 52.01%55.92% (+3.9%)

Holders
105
Holders Change
+20
Holders Change %
+23.53%
% of All Funds
2.41%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
33
Increased
36
Reduced
18
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$83.3M +$51.2M +872,382 +166%
Morgan Stanley
2
Morgan Stanley
New York
$70.8M +$15.8M +268,773 +29%
MFM
3
MD Financial Management
Ontario, Canada
$40.7M -$5.33M -90,710 -12%
Bank of America
4
Bank of America
North Carolina
$28.7M +$8.95M +152,415 +46%
Wells Fargo
5
Wells Fargo
California
$13.9M +$8.29M +141,225 +152%
UBS Group
6
UBS Group
Switzerland
$12.5M +$3.66M +62,300 +42%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$8.75M
NC
8
NewSquare Capital
Pennsylvania
$8.69M +$8.57M +145,900 New
FA
9
Forefront Analytics
Pennsylvania
$7.89M +$2.26M +38,466 +41%
LFWA
10
LBJ Family Wealth Advisors
Texas
$7.49M +$51K +868 +0.7%
PAM
11
Panagora Asset Management
Massachusetts
$7.1M -$9.54M -162,462 -58%
SCM
12
Stellar Capital Management
Arizona
$6.05M +$3.61M +61,430 +153%
ACM
13
Arlington Capital Management
Illinois
$5.16M +$5.09M +86,656 New
TFF
14
The Family Firm
Maryland
$4.89M +$140K +2,391 +3%
G
15
GenTrust
Florida
$4.48M +$881K +15,000 +25%
Stifel Financial
16
Stifel Financial
Missouri
$4.43M +$1.05M +17,951 +31%
GFPC
17
Global Financial Private Capital
Florida
$3.84M +$512K +8,723 +16%
TFA
18
Transamerica Financial Advisors
Florida
$3.29M +$1.2M +20,470 +59%
AG
19
Advisor Group
Arizona
$2.81M +$2.71M +46,208 +4,422%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.64M +$2.32M +39,425 +536%
CIM
21
Cambria Investment Management
California
$1.95M +$252K +4,284 +15%
FIM
22
Freedom Investment Management
Connecticut
$1.92M +$1.9M +32,294 New
WA
23
WESPAC Advisors
California
$1.77M +$1.08M +18,394 +163%
Invesco
24
Invesco
Georgia
$1.59M -$14.2K -242 -0.9%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.55M +$1.53M +25,995 New

WIP Hedge Fund Activity: Q1 2018 in Review

105 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) for Q1 2018, worth a combined $363M — up 38% from $263M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new WIP positions and 13 closed out — a net gain of 20 holders — while 36 added to existing stakes and 18 trimmed.

The largest buyer was State Street, adding an estimated $51.2M. The largest seller was FormulaFolio Investments, cutting an estimated $15.7M.

  • 105 institutional investors held State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) as of Q1 2018, up from 85 in Q4 2017.
  • Funds reported $363M of State Street SPDR FTSE International Government Inflation-Protected Bond ETF stock for Q1 2018, up 38% quarter-over-quarter.
  • 33 funds opened new State Street SPDR FTSE International Government Inflation-Protected Bond ETF positions in Q1 2018 and 13 closed out, a net change of +20 holders.
  • The largest State Street SPDR FTSE International Government Inflation-Protected Bond ETF buyer in Q1 2018 was State Street, an estimated $51.2M added.
  • The largest State Street SPDR FTSE International Government Inflation-Protected Bond ETF seller in Q1 2018 was FormulaFolio Investments, an estimated $15.7M sold.

Based on aggregated 13F filings for Q1 2018.