State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
205 hedge funds and large institutions have $2.5B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 72 increasing their positions, 56 reducing their positions, and 16 closing their positions.
213% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 16
78% more funds holding in top 10
Funds holding in top 10: 9 → 16 (+7)
29% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 56
28% more capital invested
Capital invested by funds: $1.95B → $2.5B (+$548M)
19% more funds holding
Funds holding: 172 → 205 (+33)
0.35% more ownership
Funds ownership: 74.58% → 74.93% (+0.35%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T
Thomaspartners
Boston,
Massachusetts
|
+$229M |
| 2 |
SMA
Simply Money Advisors
Cincinnati,
Ohio
|
+$75.9M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$73.1M |
| 4 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
+$67.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$31.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
-$18.9M |
| 2 |
Jane Street
New York
|
-$16.8M |
| 3 |
SGAM
Stephens Group Asset Management
Little Rock,
Arkansas
|
-$11.8M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$7.76M |
| 5 |
Goldman Sachs
New York
|
-$3.45M |
SPIB Hedge Fund Activity: Q1 2018 in Review
205 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q1 2018, worth a combined $2.5B — up 28% from $1.95B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new SPIB positions and 16 closed out — a net gain of 34 holders — while 72 added to existing stakes and 56 trimmed.
The largest buyer was Thomaspartners, opening a new position worth an estimated $229M. The largest seller was Mission Wealth Management, cutting an estimated $18.9M.
- 205 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q1 2018, up from 172 in Q4 2017.
- Funds reported $2.5B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q1 2018, up 28% quarter-over-quarter.
- 50 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q1 2018 and 16 closed out, a net change of +34 holders.
- The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q1 2018 was Thomaspartners, an estimated $229M added.
- The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q1 2018 was Mission Wealth Management, an estimated $18.9M sold.
Based on aggregated 13F filings for Q1 2018.