State Street SPDR Portfolio Long Term Treasury ETF
SPTL
55 hedge funds and large institutions have $252M invested in State Street SPDR Portfolio Long Term Treasury ETF in 2016 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 23 reducing their positions, and 12 closing their positions.
25% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 12
6% more funds holding
Funds holding: 52 → 55 (+3)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
36% less capital invested
Capital invested by funds: $391M → $252M (-$139M)
39% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 23
63.18% less ownership
Funds ownership: 175.9% → 112.72% (-63%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$17.8M |
| 2 |
BJ
Brouwer & Janachowski
Mill Valley,
California
|
+$4.44M |
| 3 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
+$2.73M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.09M |
| 5 |
AA
Apriem Advisors
Irvine,
California
|
+$1.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$55.2M |
| 2 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$32M |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$21.2M |
| 4 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$19.7M |
| 5 |
Morgan Stanley
New York
|
-$15.4M |
SPTL Hedge Fund Activity: Q2 2016 in Review
55 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) for Q2 2016, worth a combined $252M — down 36% from $391M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new SPTL positions and 12 closed out — a net gain of 3 holders — while 14 added to existing stakes and 23 trimmed.
The largest buyer was Piershale Financial Group, opening a new position worth an estimated $17.8M. The largest seller was State Street, cutting an estimated $55.2M.
- 55 institutional investors held State Street SPDR Portfolio Long Term Treasury ETF (SPTL) as of Q2 2016, up from 52 in Q1 2016.
- Funds reported $252M of State Street SPDR Portfolio Long Term Treasury ETF stock for Q2 2016, down 36% quarter-over-quarter.
- 15 funds opened new State Street SPDR Portfolio Long Term Treasury ETF positions in Q2 2016 and 12 closed out, a net change of +3 holders.
- The largest State Street SPDR Portfolio Long Term Treasury ETF buyer in Q2 2016 was Piershale Financial Group, an estimated $17.8M added.
- The largest State Street SPDR Portfolio Long Term Treasury ETF seller in Q2 2016 was State Street, an estimated $55.2M sold.
Based on aggregated 13F filings for Q2 2016.