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State Street SPDR Portfolio Long Term Treasury ETF

100 hedge funds and large institutions have $844M invested in State Street SPDR Portfolio Long Term Treasury ETF in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 22 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 22

13% more capital invested

Capital invested by funds: $745M → $844M (+$98.9M)

0% more funds holding

Funds holding: 100100 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

3.66% less ownership

Funds ownership: 81.49%77.83% (-3.7%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
100
Holders Change
Holders Change %
0%
% of All Funds
2.29%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
20
Increased
49
Reduced
22
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
I2I
51
Insight 2811 Inc
Illinois
$642K -$683K -19,757 -51%
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$570K +$312K +9,021 +115%
Citadel Advisors
53
Citadel Advisors
Florida
$556K +$569K +16,459 New
PAG
54
Pinnacle Advisory Group
Maryland
$540K -$119K -3,434 -18%
CW
55
CreativeOne Wealth
Kansas
$525K +$230K +6,647 +75%
AWM
56
AE Wealth Management
Kansas
$513K +$290K +8,402 +124%
CCM
57
Canal Capital Management
Virginia
$506K -$722K -20,889 -58%
SS
58
Simplicity Solutions
Minnesota
$466K +$476K +13,763 New
Koshinski Asset Management
59
Koshinski Asset Management
Illinois
$437K +$224K +6,468 +100%
OAM
60
Occidental Asset Management
California
$403K +$202K +5,836 +96%
GWM
61
Geneos Wealth Management
Colorado
$360K +$369K +10,663 New
AWS
62
AJ Wealth Strategies
New York
$351K
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$334K +$342K +9,894 New
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$332K -$14.9K -432 -4%
UAS
65
United Asset Strategies
New York
$315K +$323K +9,333 New
GG
66
GenWealth Group
New Jersey
$310K
JWS
67
Juncture Wealth Strategies
Arizona
$281K +$87.5K +2,533 +44%
CFGS
68
Concourse Financial Group Securities
Alabama
$259K +$265K +7,677 New
IA
69
IndexIQ Advisors
New York
$246K -$38.3M -1,107,498 -99%
RA
70
RFG Advisory
Alabama
$233K -$164K -4,734 -41%
JP Morgan Chase
71
JP Morgan Chase
New York
$222K +$23.5K +681 +12%
JIC
72
Johnson Investment Counsel
Ohio
$202K -$537K -15,530 -72%
SF
73
Synovus Financial
Georgia
$180K
Toronto Dominion Bank
74
Toronto Dominion Bank
Ontario, Canada
$179K +$183K +5,290 New
IA
75
IFP Advisors
Florida
$171K +$102K +2,937 +138%