State Street SPDR Portfolio Aggregate Bond ETF
SPAB
113 hedge funds and large institutions have $768M invested in State Street SPDR Portfolio Aggregate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 6 closing their positions.
867% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 6
400% more funds holding in top 10
Funds holding in top 10: 3 → 15 (+12)
85% more funds holding
Funds holding: 61 → 113 (+52)
65% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 17
43% more capital invested
Capital invested by funds: $536M → $768M (+$232M)
58.31% less ownership
Funds ownership: 111.91% → 53.6% (-58%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$43.9M |
| 2 |
BSWM
Boston Standard Wealth Management
Winchester,
Massachusetts
|
+$17.3M |
| 3 |
FWM
Focused Wealth Management
Newburgh,
New York
|
+$15.7M |
| 4 |
BCM
Bluefin Capital Management
New York
|
+$14.9M |
| 5 |
AA
Advisory Alpha
Holland,
Michigan
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$67.7M |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$5.68M |
| 3 |
Jane Street
New York
|
-$2.73M |
| 4 |
Morgan Stanley
New York
|
-$2.32M |
| 5 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
-$1.03M |
SPAB Hedge Fund Activity: Q4 2017 in Review
113 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q4 2017, worth a combined $768M — up 43% from $536M a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new SPAB positions and 6 closed out — a net gain of 52 holders — while 28 added to existing stakes and 17 trimmed.
The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $43.9M. The largest seller was AssetMark Inc, cutting an estimated $67.7M.
- 113 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q4 2017, up from 61 in Q3 2017.
- Funds reported $768M of State Street SPDR Portfolio Aggregate Bond ETF stock for Q4 2017, up 43% quarter-over-quarter.
- 58 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q4 2017 and 6 closed out, a net change of +52 holders.
- The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q4 2017 was Carson Wealth (CWM LLC), an estimated $43.9M added.
- The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q4 2017 was AssetMark Inc, an estimated $67.7M sold.
Based on aggregated 13F filings for Q4 2017.