State Street SPDR Portfolio Aggregate Bond ETF
SPAB
44 hedge funds and large institutions have $511M invested in State Street SPDR Portfolio Aggregate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 4 closing their positions.
243% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 7
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
19% more capital invested
Capital invested by funds: $429M → $511M (+$82M)
5% more funds holding
Funds holding: 42 → 44 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$27.5M |
| 2 |
AssetMark Inc
Concord,
California
|
+$15.5M |
| 3 |
GAG
GM Advisory Group
Melville,
New York
|
+$11.1M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.64M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$5.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
-$4.03M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$217K |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$145K |
| 4 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$102K |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
-$75.8K |
SPAB Hedge Fund Activity: Q1 2015 in Review
44 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q1 2015, worth a combined $511M — up 19% from $429M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SPAB positions and 4 closed out — a net gain of 3 holders — while 24 added to existing stakes and 7 trimmed.
The largest buyer was State Street, adding an estimated $27.5M. The largest seller was Zacks Investment Management, exiting entirely with an estimated $4.03M sold.
- 44 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q1 2015, up from 42 in Q4 2014.
- Funds reported $511M of State Street SPDR Portfolio Aggregate Bond ETF stock for Q1 2015, up 19% quarter-over-quarter.
- 7 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q1 2015 and 4 closed out, a net change of +3 holders.
- The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q1 2015 was State Street, an estimated $27.5M added.
- The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q1 2015 was Zacks Investment Management, an estimated $4.03M sold.
Based on aggregated 13F filings for Q1 2015.