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State Street SPDR Portfolio Long Term Treasury ETF

54 hedge funds and large institutions have $324M invested in State Street SPDR Portfolio Long Term Treasury ETF in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more capital invested

Capital invested by funds: $208M → $324M (+$117M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

17.49% more ownership

Funds ownership: 125.69%143.18% (+17%)

4% less funds holding

Funds holding: 5654 (-2)

10% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 20

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
1.34%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
8
Increased
18
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$230M +$114M +3,283,978 +99%
KF
2
Krilogy Financial
Missouri
$10.1M
AssetMark Inc
3
AssetMark Inc
California
$10.1M +$7.91M +228,008 +377%
GFPC
4
Global Financial Private Capital
Florida
$8.88M +$8.83M +254,608 New
Citigroup
5
Citigroup
New York
$6.97M
Wolverine Trading
6
Wolverine Trading
Illinois
$6.84M +$3.61M +104,090 +113%
UBS Group
7
UBS Group
Switzerland
$4.36M -$202K -5,820 -4%
SMM
8
Stadion Money Management
Georgia
$4.24M -$35.7K -1,028 -0.8%
LFA
9
Landmark Financial Advisors
Kentucky
$4.01M +$765K +22,042 +24%
FIMG
10
Financial & Investment Management Group
Michigan
$3.83M +$3.81M +109,946 New
BA
11
BCM Advisors
Louisiana
$3.53M -$59.9K -1,726 -2%
AIP
12
Almanack Investment Partners
Pennsylvania
$3.14M -$510K -14,702 -14%
ML
13
McAdam LLC
Pennsylvania
$2.56M +$96.4K +2,778 +4%
DI
14
Diligent Investors
California
$2.26M +$353K +10,172 +19%
Wells Fargo
15
Wells Fargo
California
$2.18M -$5.82M -167,642 -73%
FWM
16
Frontier Wealth Management
Missouri
$2.11M -$1.95M -56,182 -48%
CWM
17
Concert Wealth Management
California
$1.79M
AG
18
Advisor Group
Arizona
$1.63M -$23.6K -680 -1%
KWM
19
Kingsview Wealth Management
Oregon
$1.47M +$1.46M +42,152 New
PAG
20
Pinnacle Advisory Group
Maryland
$1.41M -$5.55K -160 -0.4%
Morgan Stanley
21
Morgan Stanley
New York
$1.4M -$972K -28,008 -41%
Bank of America
22
Bank of America
North Carolina
$1.3M -$4.39M -126,524 -77%
VKH
23
Virtu KCG Holdings
New York
$1.3M +$416K +11,982 +48%
LS
24
Lattice Strategies
Pennsylvania
$1.11M -$19.8K -570 -2%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.01M +$139K +4,004 +16%