State Street SPDR Portfolio Long Term Treasury ETF
SPTL
52 hedge funds and large institutions have $391M invested in State Street SPDR Portfolio Long Term Treasury ETF in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 18 closing their positions.
122% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 9
107% more capital invested
Capital invested by funds: $189M → $391M (+$202M)
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
60.71% more ownership
Funds ownership: 115.2% → 175.9% (+61%)
17% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 18
6% more funds holding
Funds holding: 49 → 52 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$65.8M |
| 2 |
BJ
Brouwer & Janachowski
Mill Valley,
California
|
+$31.9M |
| 3 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$24.7M |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$20.8M |
| 5 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$19.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$17.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.13M |
| 3 |
ACM
Argentus Capital Management
Dallas,
Texas
|
-$7.65M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$5.62M |
| 5 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$3.13M |
SPTL Hedge Fund Activity: Q1 2016 in Review
52 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) for Q1 2016, worth a combined $391M — up 107% from $189M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SPTL positions and 18 closed out — a net gain of 3 holders — while 20 added to existing stakes and 9 trimmed.
The largest buyer was State Street, adding an estimated $65.8M. The largest seller was Clark Capital Management Group, exiting entirely with an estimated $17.8M sold.
- 52 institutional investors held State Street SPDR Portfolio Long Term Treasury ETF (SPTL) as of Q1 2016, up from 49 in Q4 2015.
- Funds reported $391M of State Street SPDR Portfolio Long Term Treasury ETF stock for Q1 2016, up 107% quarter-over-quarter.
- 21 funds opened new State Street SPDR Portfolio Long Term Treasury ETF positions in Q1 2016 and 18 closed out, a net change of +3 holders.
- The largest State Street SPDR Portfolio Long Term Treasury ETF buyer in Q1 2016 was State Street, an estimated $65.8M added.
- The largest State Street SPDR Portfolio Long Term Treasury ETF seller in Q1 2016 was Clark Capital Management Group, an estimated $17.8M sold.
Based on aggregated 13F filings for Q1 2016.