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State Street SPDR FTSE International Government Inflation-Protected Bond ETF

91 hedge funds and large institutions have $227M invested in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $204M → $227M (+$23.4M)

4.05% more ownership

Funds ownership: 47.16%51.21% (+4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 28

5% less funds holding

Funds holding: 9691 (-5)

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
91
Holders Change
-5
Holders Change %
-5.21%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
27
Reduced
28
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$49.2M +$8.34M +155,350 +21%
Morgan Stanley
2
Morgan Stanley
New York
$38.2M -$2.26M -42,021 -6%
MFM
3
MD Financial Management
Ontario, Canada
$23.1M -$334K -6,213 -1%
Bank of America
4
Bank of America
North Carolina
$15.3M +$3.36M +62,632 +29%
PAM
5
Panagora Asset Management
Massachusetts
$11.9M -$1.77M -32,962 -13%
Mackenzie Financial
6
Mackenzie Financial
Ontario, Canada
$11.9M +$11.9M +220,785 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$9.22M +$5.29M +98,478 +137%
LFWA
8
LBJ Family Wealth Advisors
Texas
$9.03M +$9.24K +172 +0.1%
FA
9
Forefront Analytics
Pennsylvania
$5.83M -$827K -15,391 -12%
SCM
10
Stellar Capital Management
Arizona
$5.28M +$515K +9,583 +11%
TFF
11
The Family Firm
Maryland
$4.23M -$420K -7,813 -9%
G
12
GenTrust
Florida
$4.06M
Wells Fargo
13
Wells Fargo
California
$3.7M +$1.91M +35,528 +108%
UBS Group
14
UBS Group
Switzerland
$3.39M -$532K -9,899 -14%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$2.96M +$41.5K +773 +1%
GFPC
16
Global Financial Private Capital
Florida
$2.81M -$99.6K -1,854 -3%
CIM
17
Cambria Investment Management
California
$2.45M +$191K +3,550 +8%
SGI
18
Summit Global Investments
Utah
$2.01M +$2M +37,164 New
BFA
19
Beaumont Financial Advisors
Massachusetts
$1.71M +$1.7M +31,638 New
FI
20
FormulaFolio Investments
Michigan
$1.58M +$699K +13,016 +80%
MLM
21
Mount Lucas Management
Pennsylvania
$1.22M +$1.21M +22,567 New
GC
22
Guggenheim Capital
Illinois
$1.12M +$328K +6,100 +42%
QI
23
QS Investors
New York
$1.07M +$477K +8,873 +81%
VA
24
Valmark Advisers
Ohio
$908K -$72.1K -1,343 -7%
WAM
25
Weatherly Asset Management
California
$820K -$1.34K -25 -0.2%

WIP Hedge Fund Activity: Q1 2019 in Review

91 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) for Q1 2019, worth a combined $227M — up 11% from $204M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of WIP and 12 opened new positions — a net loss of 5 holders — while 28 trimmed existing stakes and 27 added.

The largest buyer was Mackenzie Financial, opening a new position worth an estimated $11.9M. The largest seller was Jane Street, exiting entirely with an estimated $7.7M sold.

  • 91 institutional investors held State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) as of Q1 2019, down from 96 in Q4 2018.
  • Funds reported $227M of State Street SPDR FTSE International Government Inflation-Protected Bond ETF stock for Q1 2019, up 11% quarter-over-quarter.
  • 12 funds opened new State Street SPDR FTSE International Government Inflation-Protected Bond ETF positions in Q1 2019 and 17 closed out, a net change of -5 holders.
  • The largest State Street SPDR FTSE International Government Inflation-Protected Bond ETF buyer in Q1 2019 was Mackenzie Financial, an estimated $11.9M added.
  • The largest State Street SPDR FTSE International Government Inflation-Protected Bond ETF seller in Q1 2019 was Jane Street, an estimated $7.7M sold.

Based on aggregated 13F filings for Q1 2019.