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State Street SPDR Portfolio Long Term Treasury ETF

54 hedge funds and large institutions have $324M invested in State Street SPDR Portfolio Long Term Treasury ETF in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more capital invested

Capital invested by funds: $208M → $324M (+$117M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

17.49% more ownership

Funds ownership: 125.69%143.18% (+17%)

4% less funds holding

Funds holding: 5654 (-2)

10% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 20

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
1.34%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
8
Increased
18
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
Advisory Alpha
Michigan
$917K +$913K +26,304 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$908K +$414K +11,920 +84%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$856K +$28.3K +816 +3%
SBL
29
Sargent Bickham Lagudis
Colorado
$832K +$599K +17,264 +262%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$686K -$4.52M -130,388 -87%
WP
31
WealthSource Partners
California
$565K +$562K +16,204 New
LPL Financial
32
LPL Financial
California
$454K -$23.5K -678 -5%
ACM
33
Avalon Capital Management
California
$415K -$2.61M -75,258 -86%
ICOA
34
Investment Centers of America
North Dakota
$266K -$32.2K -928 -11%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$224K +$93K +2,682 +72%
IA
36
IndexIQ Advisors
New York
$193K -$128K -3,698 -40%
SF
37
Synovus Financial
Georgia
$193K +$192K +5,520 New
PFBT
38
Parkside Financial Bank & Trust
Missouri
$166K +$74K +2,134 +81%
CFD
39
Creative Financial Designs
Indiana
$63K +$416 +12 +0.7%
TCM
40
Tradewinds Capital Management
Washington
$58K +$49.1K +1,414 +557%
JP Morgan Chase
41
JP Morgan Chase
New York
$46K +$24.6K +710 +116%
WIM
42
Westside Investment Management
California
$45.6K +$45.1K +1,300 New
SJIM
43
St. Johns Investment Management
Florida
$24K
NC
44
NewSquare Capital
Pennsylvania
$22K -$17.3K -500 -45%
AIM
45
Advantage Investment Management
Iowa
$20K
WCM
46
Wealthcare Capital Management
Virginia
$16K -$36.1K -1,042 -69%
DADC
47
D.A. Davidson & Co
Montana
$16K
Creative Planning
48
Creative Planning
Kansas
$14K +$69 +2 +0.5%
GWM
49
Geneos Wealth Management
Colorado
$13K -$2.22K -64 -14%
TFA
50
Transamerica Financial Advisors
Florida
$12K -$3.26K -94 -21%