State Street SPDR Portfolio Aggregate Bond ETF
SPAB
33 hedge funds and large institutions have $371M invested in State Street SPDR Portfolio Aggregate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
6% more funds holding
Funds holding: 31 → 33 (+2)
10% less capital invested
Capital invested by funds: $411M → $371M (-$39.3M)
53% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 17
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$2.08M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.27M |
| 3 |
IA
IndexIQ Advisors
New York
|
+$1.01M |
| 4 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$397K |
| 5 |
RCM
Rotella Capital Management
Bellevue,
Washington
|
+$363K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$24.6M |
| 2 |
AssetMark Inc
Concord,
California
|
-$5.33M |
| 3 |
SCG
Strategic Capital Group
Gig Harbor,
Washington
|
-$5.16M |
| 4 |
Jane Street
New York
|
-$2.57M |
| 5 |
TCM
Twele Capital Management
Minnetonka,
Minnesota
|
-$2.23M |
SPAB Hedge Fund Activity: Q4 2013 in Review
33 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q4 2013, worth a combined $371M — down 9.6% from $411M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SPAB positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 17 trimmed.
The largest buyer was UBS, adding an estimated $2.08M. The largest seller was State Street, cutting an estimated $24.6M.
- 33 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q4 2013, up from 31 in Q3 2013.
- Funds reported $371M of State Street SPDR Portfolio Aggregate Bond ETF stock for Q4 2013, down 9.6% quarter-over-quarter.
- 4 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q4 2013 and 2 closed out, a net change of +2 holders.
- The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q4 2013 was UBS, an estimated $2.08M added.
- The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q4 2013 was State Street, an estimated $24.6M sold.
Based on aggregated 13F filings for Q4 2013.