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State Street SPDR Portfolio Aggregate Bond ETF

71 hedge funds and large institutions have $576M invested in State Street SPDR Portfolio Aggregate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

11% more funds holding

Funds holding: 6471 (+7)

5.5% less ownership

Funds ownership: 107.33%101.83% (-5.5%)

11% less capital invested

Capital invested by funds: $645M → $576M (-$68.7M)

23% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 22

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
71
Holders Change
+7
Holders Change %
+10.94%
% of All Funds
1.77%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
17
Increased
17
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$306K +$19K +666 +7%
BS
52
Banco Santander
Spain
$251K
Millennium Management
53
Millennium Management
New York
$250K +$250K +8,768 New
OAM
54
Oxford Asset Management
United Kingdom
$237K +$237K +8,310 New
TNB
55
Thomasville National Bank
Georgia
$223K +$222K +7,800 New
SB
56
Suntrust Banks
Georgia
$216K +$215K +7,560 New
RJA
57
Raymond James & Associates
Florida
$214K -$72.7K -2,552 -25%
NPC
58
National Planning Corporation
California
$208K -$8.83K -310 -4%
BA
59
Boston Advisors
Massachusetts
$202K +$201K +7,066 New
AG
60
Advisor Group
Arizona
$176K -$383K -13,442 -69%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$44K
RCA
62
Rowland Carmichael Advisors
Arizona
$20K
Citigroup
63
Citigroup
New York
$18K +$1.25K +44 +7%
FCMT
64
Founders Capital Management (Texas)
Texas
$17K +$17.1K +600 New
EDRH
65
Edmond de Rothschild Holding
Switzerland
$10K
GWM
66
Geneos Wealth Management
Colorado
$5K
FHA
67
First Horizon Advisors
Tennessee
$3K +$3.13K +110 New
Creative Planning
68
Creative Planning
Kansas
$2K +$1.94K +68 New
BlackRock
69
BlackRock
New York
$1K
CJA
70
C-J Advisory
California
$1K +$57 +2 +4%
P
71
Pitcairn
Pennsylvania
-$4M -140,678 Closed
GAG
72
GM Advisory Group
New York
-$3.37M -118,248 Closed
ZIM
73
Zacks Investment Management
Illinois
-$2.27M -79,758 Closed
MCP
74
Mirador Capital Partners
California
-$2.21M -77,574 Closed
AI
75
Atria Investments
North Carolina
-$521K -18,310 Closed