State Street SPDR Portfolio Aggregate Bond ETF
SPAB
42 hedge funds and large institutions have $429M invested in State Street SPDR Portfolio Aggregate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
125% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 8
14% more funds holding
Funds holding: 37 → 42 (+5)
5% more capital invested
Capital invested by funds: $408M → $429M (+$20.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$5.59M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.48M |
| 3 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
+$4.02M |
| 4 |
AssetMark Inc
Concord,
California
|
+$3.12M |
| 5 |
CWM
Concert Wealth Management
San Jose,
California
|
+$2.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$10.9M |
| 2 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$2.94M |
| 3 |
Goldman Sachs
New York
|
-$409K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$348K |
| 5 |
SCA
Strategic Capital Alternatives
Gig Harbor,
United States
|
-$224K |
SPAB Hedge Fund Activity: Q4 2014 in Review
42 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q4 2014, worth a combined $429M — up 5.1% from $408M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SPAB positions and 4 closed out — a net gain of 7 holders — while 18 added to existing stakes and 8 trimmed.
The largest buyer was Fidelity International, opening a new position worth an estimated $5.59M. The largest seller was State Street, cutting an estimated $10.9M.
- 42 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q4 2014, up from 37 in Q3 2014.
- Funds reported $429M of State Street SPDR Portfolio Aggregate Bond ETF stock for Q4 2014, up 5.1% quarter-over-quarter.
- 11 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q4 2014 and 4 closed out, a net change of +7 holders.
- The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q4 2014 was Fidelity International, an estimated $5.59M added.
- The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q4 2014 was State Street, an estimated $10.9M sold.
Based on aggregated 13F filings for Q4 2014.