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State Street SPDR Portfolio Long Term Treasury ETF

100 hedge funds and large institutions have $745M invested in State Street SPDR Portfolio Long Term Treasury ETF in 2018 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

357% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 7

64% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 22

33% more funds holding

Funds holding: 75100 (+25)

33% more capital invested

Capital invested by funds: $559M → $745M (+$186M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8.02% more ownership

Funds ownership: 73.47%81.49% (+8%)

Holders
100
Holders Change
+25
Holders Change %
+33.33%
% of All Funds
2.29%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
32
Increased
36
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
51
Johnson Investment Counsel
Ohio
$753K +$741K +21,510 New
PAG
52
Pinnacle Advisory Group
Maryland
$680K -$259K -7,512 -28%
CA
53
Cetera Advisors
Colorado
$535K +$529K +15,363 New
VF
54
Virtu Financial
New York
$491K +$482K +14,004 New
RA
55
RFG Advisory
Alabama
$407K +$118K +3,436 +42%
BAM
56
Belpointe Asset Management
Nevada
$391K +$385K +11,176 New
AWS
57
AJ Wealth Strategies
New York
$363K +$63.6K +1,846 +22%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$359K -$1.92M -55,725 -84%
TCM
59
Tuttle Capital Management
Connecticut
$343K +$337K +9,795 New
WS
60
Wedbush Securities
California
$334K +$329K +9,544 New
GG
61
GenWealth Group
New Jersey
$323K -$80K -2,322 -20%
CW
62
CreativeOne Wealth
Kansas
$311K -$56K -1,625 -15%
LTFS
63
Ladenburg Thalmann Financial Services
Florida
$274K
LWS
64
Lucia Wealth Services
California
$254K -$1.52M -44,225 -86%
Wolverine Trading
65
Wolverine Trading
Illinois
$248K
BCMIO
66
Beacon Capital Management Inc (Ohio)
Ohio
$247K +$243K +7,061 New
AWM
67
AE Wealth Management
Kansas
$237K +$233K +6,761 New
Koshinski Asset Management
68
Koshinski Asset Management
Illinois
$226K +$222K +6,458 New
MGIA
69
Moneta Group Investment Advisors
Missouri
$216K +$213K +6,176 New
SMG
70
Spectrum Management Group
Indiana
$216K +$213K +6,180 New
OAM
71
Occidental Asset Management
California
$213K +$209K +6,081 New
JP Morgan Chase
72
JP Morgan Chase
New York
$206K -$61.1K -1,773 -23%
JWS
73
Juncture Wealth Strategies
Arizona
$202K +$199K +5,779 New
SF
74
Synovus Financial
Georgia
$186K -$6.89K -200 -4%
SFM
75
Signet Financial Management
New Jersey
$171K -$55.8K -1,619 -25%