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State Street SPDR FTSE International Government Inflation-Protected Bond ETF

91 hedge funds and large institutions have $317M invested in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 19 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 19

1.26% less ownership

Funds ownership: 55.92%54.66% (-1.3%)

13% less capital invested

Capital invested by funds: $363M → $317M (-$45.4M)

13% less funds holding

Funds holding: 10591 (-14)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

59% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 22

Holders
91
Holders Change
-14
Holders Change %
-13.33%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
9
Increased
42
Reduced
19
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$70.6M -$5.4M -96,059 -7%
Morgan Stanley
2
Morgan Stanley
New York
$56.9M -$7.86M -139,726 -12%
MFM
3
MD Financial Management
Ontario, Canada
$47M +$10.3M +182,927 +27%
Bank of America
4
Bank of America
North Carolina
$19.6M -$6.78M -120,563 -25%
Wells Fargo
5
Wells Fargo
California
$18.6M +$6.09M +108,184 +46%
PAM
6
Panagora Asset Management
Massachusetts
$15M +$8.86M +157,559 +132%
NC
7
NewSquare Capital
Pennsylvania
$8.55M +$608K +10,815 +7%
FA
8
Forefront Analytics
Pennsylvania
$8.28M +$1.13M +20,091 +15%
LFWA
9
LBJ Family Wealth Advisors
Texas
$6.87M +$49.4K +879 +0.7%
UBS Group
10
UBS Group
Switzerland
$6.37M -$5.21M -92,617 -44%
SCM
11
Stellar Capital Management
Arizona
$5.57M +$62.6K +1,113 +1%
TFF
12
The Family Firm
Maryland
$4.65M +$201K +3,566 +4%
G
13
GenTrust
Florida
$4.08M
GFPC
14
Global Financial Private Capital
Florida
$3.82M +$338K +6,008 +9%
TFA
15
Transamerica Financial Advisors
Florida
$3.14M +$145K +2,574 +5%
Jane Street
16
Jane Street
New York
$2.52M +$2.61M +46,389 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.5M +$1.13M +20,132 +77%
AG
18
Advisor Group
Arizona
$2.47M -$92.4K -1,642 -3%
FAAS
19
First Allied Advisory Services
California
$2.44M +$1.34M +23,823 +112%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.17M +$1.33M +23,712 +146%
CIM
21
Cambria Investment Management
California
$1.97M +$201K +3,570 +11%
Stifel Financial
22
Stifel Financial
Missouri
$1.42M -$2.74M -48,648 -65%
Invesco
23
Invesco
Georgia
$1.41M -$38.9K -692 -3%
WA
24
WESPAC Advisors
California
$1.27M -$353K -6,270 -21%
VA
25
Valmark Advisers
Ohio
$1.11M -$70K -1,245 -6%

WIP Hedge Fund Activity: Q2 2018 in Review

91 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) for Q2 2018, worth a combined $317M — down 13% from $363M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of WIP and 9 opened new positions — a net loss of 13 holders — while 19 trimmed existing stakes and 42 added.

The largest buyer was MD Financial Management, adding an estimated $10.3M. The largest seller was Fidelity Investments, exiting entirely with an estimated $8.75M sold.

  • 91 institutional investors held State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) as of Q2 2018, down from 105 in Q1 2018.
  • Funds reported $317M of State Street SPDR FTSE International Government Inflation-Protected Bond ETF stock for Q2 2018, down 13% quarter-over-quarter.
  • 9 funds opened new State Street SPDR FTSE International Government Inflation-Protected Bond ETF positions in Q2 2018 and 22 closed out, a net change of -13 holders.
  • The largest State Street SPDR FTSE International Government Inflation-Protected Bond ETF buyer in Q2 2018 was MD Financial Management, an estimated $10.3M added.
  • The largest State Street SPDR FTSE International Government Inflation-Protected Bond ETF seller in Q2 2018 was Fidelity Investments, an estimated $8.75M sold.

Based on aggregated 13F filings for Q2 2018.