State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
68 hedge funds and large institutions have $490M invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 3 closing their positions.
433% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 3
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
24% more funds holding
Funds holding: 55 → 68 (+13)
7% more capital invested
Capital invested by funds: $459M → $490M (+$30.9M)
0% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 20
4.46% less ownership
Funds ownership: 144.01% → 139.55% (-4.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T
Thomaspartners
Boston,
Massachusetts
|
+$34.1M |
| 2 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$16.2M |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$9.17M |
| 4 |
BJ
Brouwer & Janachowski
Mill Valley,
California
|
+$3.65M |
| 5 |
JP Morgan Chase
New York
|
+$3.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$17.8M |
| 2 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$17.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$14.3M |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
-$5.24M |
| 5 |
State Street
Boston,
Massachusetts
|
-$2.51M |
SPTI Hedge Fund Activity: Q4 2017 in Review
68 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q4 2017, worth a combined $490M — up 6.7% from $459M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SPTI positions and 3 closed out — a net gain of 13 holders — while 20 added to existing stakes and 20 trimmed.
The largest buyer was Thomaspartners, adding an estimated $34.1M. The largest seller was Capital Investment Advisors, cutting an estimated $17.8M.
- 68 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q4 2017, up from 55 in Q3 2017.
- Funds reported $490M of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q4 2017, up 6.7% quarter-over-quarter.
- 16 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q4 2017 and 3 closed out, a net change of +13 holders.
- The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q4 2017 was Thomaspartners, an estimated $34.1M added.
- The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q4 2017 was Capital Investment Advisors, an estimated $17.8M sold.
Based on aggregated 13F filings for Q4 2017.