State Street SPDR Portfolio Aggregate Bond ETF
SPAB
53 hedge funds and large institutions have $731M invested in State Street SPDR Portfolio Aggregate Bond ETF in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 8 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
28% more capital invested
Capital invested by funds: $569M → $731M (+$162M)
15.05% more ownership
Funds ownership: 105.06% → 120.11% (+15%)
13% more funds holding
Funds holding: 47 → 53 (+6)
22% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$67.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$36.3M |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$23.5M |
| 4 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
+$11.9M |
| 5 |
AssetMark Inc
Concord,
California
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
-$11.1M |
| 2 |
X
Xponance
Philadelphia,
Pennsylvania
|
-$2.23M |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$2.21M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.21M |
| 5 |
IA
IndexIQ Advisors
New York
|
-$1.24M |
SPAB Hedge Fund Activity: Q1 2016 in Review
53 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q1 2016, worth a combined $731M — up 28% from $569M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new SPAB positions and 8 closed out — a net gain of 6 holders — while 14 added to existing stakes and 18 trimmed.
The largest buyer was State Street, adding an estimated $67.1M. The largest seller was Zacks Investment Management, exiting entirely with an estimated $11.1M sold.
- 53 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q1 2016, up from 47 in Q4 2015.
- Funds reported $731M of State Street SPDR Portfolio Aggregate Bond ETF stock for Q1 2016, up 28% quarter-over-quarter.
- 14 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q1 2016 and 8 closed out, a net change of +6 holders.
- The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q1 2016 was State Street, an estimated $67.1M added.
- The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q1 2016 was Zacks Investment Management, an estimated $11.1M sold.
Based on aggregated 13F filings for Q1 2016.