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State Street SPDR Portfolio Aggregate Bond ETF
SPAB
SPAB
53 hedge funds and large institutions have $731M invested in State Street SPDR Portfolio Aggregate Bond ETF in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
28% more capital invested
Capital invested by funds: $569M → $731M (+$162M)
15.05% more ownership
Funds ownership: 105.06% → 120.11% (+15%)
13% more funds holding
Funds holding: 47 → 53 (+6)
22% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 18
Holders
53
Holders Change
+6
Holders Change %
+12.77%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
14
Increased
14
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
State Street
Boston,
Massachusetts
|
+$67.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$36.3M |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$23.5M |
| 4 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
+$11.9M |
| 5 |
AssetMark Inc
Concord,
California
|
+$11.1M |
Top Sellers
| 1 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
-$11.1M |
| 2 |
X
Xponance
Philadelphia,
Pennsylvania
|
-$2.23M |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$2.21M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.21M |
| 5 |
IA
IndexIQ Advisors
New York
|
-$1.24M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIM
51
Advantage Investment Management
Cedar Rapids,
Iowa
| $3K | -$35.2K | -1,216 | -92% |
|
52
BlackRock
New York
| $1K | +$694 | +24 | New |
|
|
ZIM
53
Zacks Investment Management
Chicago,
Illinois
| – | -$11.1M | -389,066 | Closed |
|
|
X
54
Xponance
Philadelphia,
Pennsylvania
| – | -$2.23M | -78,382 | Closed |
|
|
FIM
55
Freedom Investment Management
Hartford,
Connecticut
| – | -$2.21M | -77,626 | Closed |
|
|
VKH
56
Virtu KCG Holdings
New York
| – | -$424K | -14,850 | Closed |
|
|
FCH
57
Freestone Capital Holdings
Seattle,
Washington
| – | -$330K | -11,584 | Closed |
|
|
AFP
58
Ausdal Financial Partners
Davenport,
Iowa
| – | -$58K | -2,040 | Closed |
|
|
FPFS
59
First Personal Financial Services
Charlotte,
North Carolina
| – | -$16K | -576 | Closed |
|
|
IA
60
IFP Advisors
Tampa,
Florida
| – | -$12K | -426 | Closed |
|