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State Street SPDR Portfolio Aggregate Bond ETF

112 hedge funds and large institutions have $757M invested in State Street SPDR Portfolio Aggregate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 6

367% more funds holding in top 10

Funds holding in top 10: 314 (+11)

84% more funds holding

Funds holding: 61112 (+51)

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

41% more capital invested

Capital invested by funds: $536M → $757M (+$221M)

59.08% less ownership

Funds ownership: 111.91%52.83% (-59%)

Holders
112
Holders Change
+51
Holders Change %
+83.61%
% of All Funds
2.54%
Holding in Top 10
14
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+366.67%
% of All Funds
0.32%
New
57
Increased
28
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
76
Parametric Portfolio Associates
Washington
$370K
BCMIO
77
Beacon Capital Management Inc (Ohio)
Ohio
$352K -$478K -16,593 -58%
BAM
78
Belpointe Asset Management
Nevada
$337K +$102K +3,558 +44%
Renaissance Technologies
79
Renaissance Technologies
New York
$329K +$330K +11,464 New
Stifel Financial
80
Stifel Financial
Missouri
$325K -$576 -20 -0.2%
WFWM
81
Wechter Feldman Wealth Management
New Jersey
$315K +$316K +10,969 New
CM
82
Cornerstone Management
Georgia
$302K +$303K +10,511 New
HighTower Advisors
83
HighTower Advisors
Illinois
$257K -$127K -4,404 -33%
SS
84
Sunbelt Securities
Texas
$251K +$251K +8,726 New
UAS
85
United Asset Strategies
New York
$207K +$207K +7,204 New
GBBWRPM
86
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$185K +$187K +6,495 New
FAAS
87
First Allied Advisory Services
California
$148K +$148K +5,142 New
CCA
88
Catalyst Capital Advisors
New York
$114K +$114K +3,950 New
PA
89
Parallel Advisors
California
$101K -$101K -3,500 -50%
US Bancorp
90
US Bancorp
Minnesota
$99K +$99.6K +3,460 New
Citigroup
91
Citigroup
New York
$89K +$1.35K +47 +2%
IA
92
IndexIQ Advisors
New York
$79K +$49K +1,704 +162%
AF
93
Advisornet Financial
Minnesota
$74K +$74.1K +2,575 New
AIS
94
Accurate Investment Solutions
Pennsylvania
$59K +$58.6K +2,037 New
ACM
95
Armbruster Capital Management
New York
$43K +$43.2K +1,500 New
PWM
96
Paulson Wealth Management
Illinois
$37K +$37.4K +1,298 New
JFA
97
JNBA Financial Advisors
Minnesota
$35K +$34.7K +1,204 New
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$29K +$22.4K +778 +319%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$28K -$28K -974 -50%
SWP
100
Strategic Wealth Partners
Ohio
$22K +$21.9K +762 New