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State Street SPDR Portfolio Long Term Treasury ETF

200 hedge funds and large institutions have $1.9B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 55 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 55

33% more capital invested

Capital invested by funds: $1.43B → $1.9B (+$475M)

9.82% more ownership

Funds ownership: 71.05%80.87% (+9.8%)

2% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 42

2% less funds holding

Funds holding: 204200 (-4)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

Holders
200
Holders Change
-4
Holders Change %
-1.96%
% of All Funds
4.1%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.37%
New
41
Increased
86
Reduced
55
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
176
Sonora Investment Management
Arizona
$15K +$14.7K +312 New
SCA
177
Stonebridge Capital Advisors
Minnesota
$13K +$13.2K +280 New
VCM
178
Versant Capital Management
Arizona
$12K +$8.06K +171 +194%
RIM
179
Rockbridge Investment Management
New York
$12K +$12.3K +260 New
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$9K -$15.7K -333 -64%
CFGS
181
Concourse Financial Group Securities
Alabama
$8K
PB
182
Pinnacle Bancorp
Nebraska
$8K
EIP
183
Ellis Investment Partners
Pennsylvania
$7K +$47 +1 +0.6%
VFA
184
Valeo Financial Advisors
Indiana
$7K +$3.72K +79 +105%
BWM
185
BerganKDV Wealth Management
Minnesota
$6K +$6.17K +131 New
TFA
186
Transamerica Financial Advisors
Florida
$5K -$36.2K -769 -90%
AA
187
Ancora Advisors
Ohio
$5K
BBA
188
Braun-Bostich & Associates
Pennsylvania
$5K
FPB
189
First PREMIER Bank
South Dakota
$5K
ACA
190
Aptus Capital Advisors
Alabama
$4K
BAM
191
Bellevue Asset Management
Washington
$4K
CFD
192
Creative Financial Designs
Indiana
$3K +$3.35K +71 New
SBL
193
Sargent Bickham Lagudis
Colorado
$2K -$3.72K -79 -60%
FANJ
194
Financial Architects (New Jersey)
New Jersey
$2K +$2.36K +50 New
DCM
195
Davis Capital Management
Florida
$1K
WCG
196
Weaver Consulting Group
California
$1K +$565 +12 New
IF
197
Ironwood Financial
Arizona
$1K +$707 +15 New
EWM
198
Endurance Wealth Management
Rhode Island
$1K +$1.13K +24 New
WI
199
WBI Investments
New Jersey
-$51.9M -1,098,659 Closed
FTUS
200
Flow Traders U.S.
New York
-$17.1M -360,929 Closed