State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
35 hedge funds and large institutions have $107M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 4 closing their positions.
89% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 9
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
62% more capital invested
Capital invested by funds: $66.3M → $107M (+$41.2M)
14.9% more ownership
Funds ownership: 50.87% → 65.78% (+15%)
3% more funds holding
Funds holding: 34 → 35 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$25M |
| 2 |
AssetMark Inc
Concord,
California
|
+$7.71M |
| 3 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$4.97M |
| 4 |
BlackRock
New York
|
+$2.96M |
| 5 |
Jane Street
New York
|
+$2.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Trading
Chicago,
Illinois
|
-$2.66M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.47M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$676K |
| 4 |
Neuberger Berman Group
New York
|
-$610K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$215K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
26
Advisor Group
Phoenix,
Arizona
| $67K | -$79K | -2,967 | -54% |
|
27
JP Morgan Chase
New York
| $47K | -$1.12K | -42 | -2% |
|
28
Citigroup
New York
| $40K | +$10K | +377 | +34% |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| $26K | +$7.24K | +272 | +38% |
|
|
NFG
30
Next Financial Group
Houston,
Texas
| $24K | -$55K | -2,066 | -70% |
|
31
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $10K | +$9.66K | +363 | New |
|
32
US Bancorp
Minneapolis,
Minnesota
| $9K | +$8.63K | +324 | New |
|
|
TFA
33
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | +$53 | +2 | +67% |
|
|
34
Neuberger Berman Group
New York
| – | -$610K | -22,965 | Closed |
|
|
VKH
35
Virtu KCG Holdings
New York
| – | -$215K | -8,090 | Closed |
|
36
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$3K | -111 | Closed |
|
37
SEI Investments
Oaks,
Pennsylvania
| – | -$2K | -62 | Closed |
|
38
Creative Planning
Overland Park,
Kansas
| – | +$80 | +3 | New |
|
SPLB Hedge Fund Activity: Q1 2017 in Review
35 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q1 2017, worth a combined $107M — up 62% from $66.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SPLB positions and 4 closed out — a net gain of 3 holders — while 17 added to existing stakes and 9 trimmed.
The largest buyer was State Street, adding an estimated $25M. The largest seller was Wolverine Trading, cutting an estimated $2.66M.
- 35 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q1 2017, up from 34 in Q4 2016.
- Funds reported $107M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q1 2017, up 62% quarter-over-quarter.
- 7 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q1 2017 and 4 closed out, a net change of +3 holders.
- The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q1 2017 was State Street, an estimated $25M added.
- The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q1 2017 was Wolverine Trading, an estimated $2.66M sold.
Based on aggregated 13F filings for Q1 2017.