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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

132 hedge funds and large institutions have $1.53B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 38

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

13% more capital invested

Capital invested by funds: $1.36B → $1.53B (+$171M)

8.44% more ownership

Funds ownership: 72.77%81.21% (+8.4%)

3% more funds holding

Funds holding: 128132 (+4)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
132
Holders Change
+4
Holders Change %
+3.13%
% of All Funds
3.29%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
21
Increased
56
Reduced
38
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$344M +$63.3M +1,843,384 +23%
UBS Group
2
UBS Group
Switzerland
$227M +$29M +842,988 +15%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$187M +$187M +5,434,937 New
Wells Fargo
4
Wells Fargo
California
$105M +$6.68M +194,295 +7%
RJA
5
Raymond James & Associates
Florida
$104M +$11M +320,550 +12%
State Street
6
State Street
Massachusetts
$53.1M -$58.8M -1,712,782 -53%
MIS
7
Morningstar Investment Services
Illinois
$41.7M -$6.83M -198,870 -14%
Morgan Stanley
8
Morgan Stanley
New York
$39.8M +$2.7M +78,536 +7%
MWM
9
Mission Wealth Management
California
$39.5M +$1.8M +52,323 +5%
SAM
10
Sentinel Asset Management
Vermont
$32.7M
AA
11
ALPS Advisors
Colorado
$31.6M +$2.45M +71,200 +8%
GFPC
12
Global Financial Private Capital
Florida
$23.1M -$498K -14,504 -2%
Bank of America
13
Bank of America
North Carolina
$16.2M +$5.69M +165,594 +54%
ERIM
14
Eagle Ridge Investment Management
Connecticut
$15.7M +$501K +14,594 +3%
FTUS
15
Flow Traders U.S.
New York
$15.6M +$15.6M +453,100 New
LPL Financial
16
LPL Financial
California
$15.1M +$1.42M +41,220 +10%
CIM
17
Confluence Investment Management
Missouri
$14.4M +$458K +13,338 +3%
Jane Street
18
Jane Street
New York
$12.2M -$5.4M -157,305 -31%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$11.4M +$162K +4,709 +1%
DPIM
20
Duff & Phelps Investment Management
Illinois
$10.2M +$34.4K +1,000 +0.3%
MIFH
21
Migdal Insurance & Financial Holdings
Israel
$8.6M +$15.4K +447 +0.2%
BA
22
Boston Advisors
Massachusetts
$8.48M +$3.04M +88,469 +56%
NC
23
NewSquare Capital
Pennsylvania
$8.19M -$328K -9,546 -4%
MML Investors Services
24
MML Investors Services
Massachusetts
$7.39M +$7.38M +214,918 New
SMM
25
Stadion Money Management
Georgia
$6.37M +$1.61M +46,821 +34%

SPIB Hedge Fund Activity: Q2 2017 in Review

132 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 Q2 2017, worth a combined $1.53B — up 13% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SPIB positions and 16 closed out — a net gain of 5 holders — while 56 added to existing stakes and 38 trimmed.

The largest buyer was TD Ameritrade Investment Management, opening a new position worth an estimated $187M. The largest seller was WBI Investments, cutting an estimated $63.5M.

  • 132 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q2 2017, up from 128 in Q1 2017.
  • Funds reported $1.53B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q2 2017, up 13% quarter-over-quarter.
  • 21 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q2 2017 and 16 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q2 2017 was TD Ameritrade Investment Management, an estimated $187M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q2 2017 was WBI Investments, an estimated $63.5M sold.

Based on aggregated 13F filings for Q2 2017.