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State Street SPDR FTSE International Government Inflation-Protected Bond ETF

86 hedge funds and large institutions have $249M invested in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

10% more capital invested

Capital invested by funds: $227M → $249M (+$21.7M)

1.5% more ownership

Funds ownership: 51.21%52.71% (+1.5%)

4% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 28

5% less funds holding

Funds holding: 9186 (-5)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
86
Holders Change
-5
Holders Change %
-5.49%
% of All Funds
1.87%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
10
Increased
27
Reduced
28
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$50.3M -$315K -5,829 -0.6%
MFM
2
MD Financial Management
Ontario, Canada
$40.1M +$15.8M +293,338 +69%
Morgan Stanley
3
Morgan Stanley
New York
$40M +$787K +14,581 +2%
Bank of America
4
Bank of America
North Carolina
$16M +$326K +6,034 +2%
PAM
5
Panagora Asset Management
Massachusetts
$12.2M -$111K -2,049 -0.9%
FA
6
Forefront Analytics
Pennsylvania
$10.4M +$4.25M +78,693 +73%
LFWA
7
LBJ Family Wealth Advisors
Texas
$9.69M +$470K +8,710 +5%
Wells Fargo
8
Wells Fargo
California
$7.1M +$3.2M +59,264 +87%
PWPCM
9
Perella Weinberg Partners Capital Management
New York
$6.56M +$6.37M +118,000 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$5.29M -$4.07M -75,298 -44%
SCM
11
Stellar Capital Management
Arizona
$5.28M
TFF
12
The Family Firm
Maryland
$4.44M +$92.7K +1,717 +2%
G
13
GenTrust
Florida
$4.17M
UBS Group
14
UBS Group
Switzerland
$3.32M -$162K -2,998 -5%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$3.19M +$143K +2,654 +5%
GFPC
16
Global Financial Private Capital
Florida
$2.71M -$178K -3,299 -6%
Citadel Advisors
17
Citadel Advisors
Florida
$2.64M +$2.57M +47,503 New
CIM
18
Cambria Investment Management
California
$2.56M +$37.7K +698 +2%
TFA
19
Transamerica Financial Advisors
Florida
$2.22M +$2.15M +39,892 New
FI
20
FormulaFolio Investments
Michigan
$1.75M +$116K +2,139 +7%
MLM
21
Mount Lucas Management
Pennsylvania
$1.37M +$114K +2,109 +9%
QI
22
QS Investors
New York
$1.3M +$190K +3,520 +18%
GC
23
Guggenheim Capital
Illinois
$1.13M -$20.4K -377 -2%
VA
24
Valmark Advisers
Ohio
$837K -$93.6K -1,734 -10%
WAM
25
Weatherly Asset Management
California
$828K -$14K -260 -2%

WIP Hedge Fund Activity: Q2 2019 in Review

86 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) for Q2 2019, worth a combined $249M — up 9.5% from $227M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of WIP and 10 opened new positions — a net loss of 3 holders — while 28 trimmed existing stakes and 27 added.

The largest buyer was MD Financial Management, adding an estimated $15.8M. The largest seller was Mackenzie Financial, exiting entirely with an estimated $11.9M sold.

  • 86 institutional investors held State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) as of Q2 2019, down from 91 in Q1 2019.
  • Funds reported $249M of State Street SPDR FTSE International Government Inflation-Protected Bond ETF stock for Q2 2019, up 9.5% quarter-over-quarter.
  • 10 funds opened new State Street SPDR FTSE International Government Inflation-Protected Bond ETF positions in Q2 2019 and 13 closed out, a net change of -3 holders.
  • The largest State Street SPDR FTSE International Government Inflation-Protected Bond ETF buyer in Q2 2019 was MD Financial Management, an estimated $15.8M added.
  • The largest State Street SPDR FTSE International Government Inflation-Protected Bond ETF seller in Q2 2019 was Mackenzie Financial, an estimated $11.9M sold.

Based on aggregated 13F filings for Q2 2019.