State Street SPDR Portfolio Aggregate Bond ETF
SPAB
233 hedge funds and large institutions have $2.44B invested in State Street SPDR Portfolio Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 119 increasing their positions, 56 reducing their positions, and 18 closing their positions.
113% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 56
67% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 18
11% more capital invested
Capital invested by funds: $2.19B → $2.44B (+$243M)
9% more funds holding in top 10
Funds holding in top 10: 34 → 37 (+3)
4% more funds holding
Funds holding: 223 → 233 (+10)
0.75% more ownership
Funds ownership: 58.79% → 59.55% (+0.75%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$24.3M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
+$20.9M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$20.6M |
| 4 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
+$18M |
| 5 |
TC
TownSquare Capital
Provo,
Utah
|
+$12.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$26M |
| 2 |
CWSR
Chessman Wealth Strategies RIA
Dallas,
Texas
|
-$19.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$15.6M |
| 4 |
State Street
Boston,
Massachusetts
|
-$14M |
| 5 |
AssetMark Inc
Concord,
California
|
-$3.79M |
SPAB Hedge Fund Activity: Q2 2019 in Review
233 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) for Q2 2019, worth a combined $2.44B — up 11% from $2.19B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new SPAB positions and 18 closed out — a net gain of 12 holders — while 119 added to existing stakes and 56 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $24.3M. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $26M sold.
- 233 institutional investors held State Street SPDR Portfolio Aggregate Bond ETF (SPAB) as of Q2 2019, up from 223 in Q1 2019.
- Funds reported $2.44B of State Street SPDR Portfolio Aggregate Bond ETF stock for Q2 2019, up 11% quarter-over-quarter.
- 30 funds opened new State Street SPDR Portfolio Aggregate Bond ETF positions in Q2 2019 and 18 closed out, a net change of +12 holders.
- The largest State Street SPDR Portfolio Aggregate Bond ETF buyer in Q2 2019 was Envestnet Asset Management, an estimated $24.3M added.
- The largest State Street SPDR Portfolio Aggregate Bond ETF seller in Q2 2019 was Bank of New York Mellon, an estimated $26M sold.
Based on aggregated 13F filings for Q2 2019.