State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
67 hedge funds and large institutions have $783M invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 6 closing their positions.
553% more capital invested
Capital invested by funds: $120M → $783M (+$663M)
220% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 10
183% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 6
135.19% more ownership
Funds ownership: 54.58% → 189.77% (+135%)
20% more funds holding
Funds holding: 56 → 67 (+11)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$320M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$312M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$9.05M |
| 4 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
+$5.73M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$2.18M |
| 2 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
-$303K |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$234K |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
-$191K |
| 5 |
LA
LexAurum Advisors
Overland Park,
Kansas
|
-$187K |
SPMB Hedge Fund Activity: Q3 2019 in Review
67 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q3 2019, worth a combined $783M — up 553% from $120M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new SPMB positions and 6 closed out — a net gain of 11 holders — while 32 added to existing stakes and 10 trimmed.
The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $320M. The largest seller was Financial Enhancement Group, cutting an estimated $2.18M.
- 67 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q3 2019, up from 56 in Q2 2019.
- Funds reported $783M of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q3 2019, up 553% quarter-over-quarter.
- 17 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q3 2019 and 6 closed out, a net change of +11 holders.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q3 2019 was Financial Engines Advisors, an estimated $320M added.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q3 2019 was Financial Enhancement Group, an estimated $2.18M sold.
Based on aggregated 13F filings for Q3 2019.