State Street SPDR Portfolio Aggregate Bond ETF
SPAB
143 hedge funds and large institutions have $1.21B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 62 increasing their positions, 23 reducing their positions, and 13 closing their positions.
826% more capital inflows, than outflows
Capital inflows: $517M | Capital outflows: $55.8M
238% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 13
170% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 23
73% more funds holding in top 10
Funds holding in top 10: 15 → 26 (+11)
27% more funds holding
Funds holding: 113 → 143 (+30)
19.38% less ownership
Funds ownership: 70.75% → 51.37% (-19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$83.5M |
| 2 |
CPO
Cerity Partners OCIO
New York
|
+$82.1M |
| 3 |
TC
Trilogy Capital
Irvine,
California
|
+$65.4M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$35.2M |
| 5 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$31.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bluefin Capital Management
New York
|
-$14.9M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$10.6M |
| 3 |
HCM
Horan Capital Management
Hunt Valley,
Maryland
|
-$9.92M |
| 4 |
SHGA
Sand Hill Global Advisors
Palo Alto,
California
|
-$5.51M |
| 5 |
DDPOM
Delta Dental Plan of Michigan
Okemos,
Michigan
|
-$3.82M |
SPAB Hedge Fund Activity: Q1 2018 in Review
143 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q1 2018, worth a combined $1.21B — up 58% from $768M a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new SPAB positions and 13 closed out — a net gain of 31 holders — while 62 added to existing stakes and 23 trimmed.
The largest buyer was Gradient Investments, adding an estimated $83.5M. The largest seller was Bluefin Capital Management, exiting entirely with an estimated $14.9M sold.
- 143 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q1 2018, up from 113 in Q4 2017.
- Funds reported $1.21B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q1 2018, up 58% quarter-over-quarter.
- 44 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q1 2018 and 13 closed out, a net change of +31 holders.
- The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q1 2018 was Gradient Investments, an estimated $83.5M added.
- The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q1 2018 was Bluefin Capital Management, an estimated $14.9M sold.
Based on aggregated 13F filings for Q1 2018.