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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

128 hedge funds and large institutions have $1.62B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 38

6% more capital invested

Capital invested by funds: $1.53B → $1.62B (+$89.6M)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

3% less funds holding

Funds holding: 132128 (-4)

8.38% less ownership

Funds ownership: 81.21%72.82% (-8.4%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
128
Holders Change
-4
Holders Change %
-3.03%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
22
Increased
49
Reduced
38
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIP
26
Wellesley Investment Partners
Massachusetts
$5.72M +$59.2K +1,715 +1%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$5.32M -$313K -9,081 -6%
BBA
28
BLB&B Advisors
Pennsylvania
$5.09M +$978K +28,331 +24%
FWP
29
FAS Wealth Partners
Kansas
$4.91M +$316K +9,164 +7%
Barclays
30
Barclays
United Kingdom
$4.54M +$4.54M +131,399 +164,249%
LPT
31
Legacy Private Trust
Wisconsin
$4.49M +$3.89M +112,605 +643%
Goldman Sachs
32
Goldman Sachs
New York
$4.41M -$573K -16,604 -12%
Invesco
33
Invesco
Georgia
$3.83M -$356K -10,300 -8%
SAM
34
Strategy Asset Managers
California
$3.69M -$31.6K -914 -0.8%
CM
35
Cornerstone Management
Georgia
$3.3M -$260K -7,526 -7%
BHB
36
Bank Hapoalim BM
Israel
$3.29M
AssetMark Inc
37
AssetMark Inc
California
$3.24M -$146K -4,219 -4%
SB
38
Suntrust Banks
Georgia
$3.03M +$442K +12,805 +17%
HPC
39
HM Payson & Co
Maine
$2.65M
GC
40
Gilbert & Cook
Iowa
$2.44M -$40K -1,160 -2%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$2.43M -$157K -4,554 -6%
NA
42
Nottingham Advisors
New York
$2.4M +$130K +3,767 +6%
HPWM
43
Highland Private Wealth Management
Washington
$2.22M -$100K -2,900 -4%
AG
44
Advisor Group
Arizona
$2.19M -$978K -28,316 -31%
TFA
45
Transamerica Financial Advisors
Florida
$2.19M -$1.97M -56,931 -47%
KAM
46
Knightsbridge Asset Management
California
$2.03M +$1.15M +33,231 +130%
CAG
47
Crestwood Advisors Group
Massachusetts
$1.95M +$63.5K +1,840 +3%
PAG
48
Private Advisor Group
New Jersey
$1.87M -$47.3K -1,371 -2%
LFAS
49
Level Four Advisory Services
Texas
$1.82M +$1.82M +52,806 New
HighTower Advisors
50
HighTower Advisors
Illinois
$1.74M +$148K +4,298 +9%

SPIB Hedge Fund Activity: Q3 2017 in Review

128 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q3 2017, worth a combined $1.62B — up 5.9% from $1.53B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of SPIB and 22 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 49 added.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $68M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $15.6M sold.

  • 128 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q3 2017, down from 132 in Q2 2017.
  • Funds reported $1.62B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q3 2017, up 5.9% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q3 2017 and 23 closed out, a net change of -1 holder.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q3 2017 was Charles Schwab Investment Advisory, an estimated $68M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q3 2017 was Flow Traders U.S., an estimated $15.6M sold.

Based on aggregated 13F filings for Q3 2017.