State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
30 hedge funds and large institutions have $61.1M invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 7
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
12% more capital invested
Capital invested by funds: $54.5M → $61.1M (+$6.54M)
10.38% more ownership
Funds ownership: 16.65% → 27.03% (+10%)
3% more funds holding
Funds holding: 29 → 30 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IndexIQ Advisors
New York
|
+$5.08M |
| 2 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$1.98M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$776K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$597K |
| 5 |
Jane Street
New York
|
+$597K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.24M |
| 2 |
AssetMark Inc
Concord,
California
|
-$1.22M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$804K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$682K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$417K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $13K | -$19.1K | -725 | -59% |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $1K | -$580 | -22 | -34% |
|
|
IWM
28
IHT Wealth Management
Chicago,
Illinois
| $494 | +$47K | +1,782 | +1,536% |
|
|
29
Citadel Advisors
Miami,
Florida
| – | -$417K | -15,832 | Closed |
|
30
Ameriprise
Minneapolis,
Minnesota
| – | -$354K | -13,447 | Closed |
|
31
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$7K | -250 | Closed |
|
|
ASN
32
Advisory Services Network
Atlanta,
Georgia
| – | +$158 | +6 | New |
|
SPMB Hedge Fund Activity: Q2 2017 in Review
30 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q2 2017, worth a combined $61.1M — up 12% from $54.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SPMB positions and 3 closed out — a net gain of 2 holders — while 14 added to existing stakes and 7 trimmed.
The largest buyer was IndexIQ Advisors, adding an estimated $5.08M. The largest seller was UBS Group, cutting an estimated $1.24M.
- 30 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q2 2017, up from 29 in Q1 2017.
- Funds reported $61.1M of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q2 2017, up 12% quarter-over-quarter.
- 5 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q2 2017 and 3 closed out, a net change of +2 holders.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q2 2017 was IndexIQ Advisors, an estimated $5.08M added.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q2 2017 was UBS Group, an estimated $1.24M sold.
Based on aggregated 13F filings for Q2 2017.