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State Street SPDR Portfolio Long Term Treasury ETF

61 hedge funds and large institutions have $386M invested in State Street SPDR Portfolio Long Term Treasury ETF in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

59% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 17

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more capital invested

Capital invested by funds: $324M → $386M (+$61.6M)

13% more funds holding

Funds holding: 5461 (+7)

4.13% less ownership

Funds ownership: 143.18%139.05% (-4.1%)

Holders
61
Holders Change
+7
Holders Change %
+12.96%
% of All Funds
1.52%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
10
Increased
27
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$263M +$24.7M +692,264 +11%
PCM
2
Peak Capital Management
Colorado
$12M +$11.9M +333,174 New
AssetMark Inc
3
AssetMark Inc
California
$11.5M +$1.13M +31,560 +11%
KF
4
Krilogy Financial
Missouri
$11.4M +$845K +23,694 +8%
GFPC
5
Global Financial Private Capital
Florida
$10.5M +$1.29M +36,128 +14%
TCM
6
Tradewinds Capital Management
Washington
$7M +$6.87M +192,426 +11,536%
SBL
7
Sargent Bickham Lagudis
Colorado
$5.67M +$4.76M +133,312 +559%
SMM
8
Stadion Money Management
Georgia
$4.88M +$484K +13,560 +11%
UBS Group
9
UBS Group
Switzerland
$4.83M +$321K +9,006 +7%
LFA
10
Landmark Financial Advisors
Kentucky
$4.38M +$227K +6,358 +6%
FIMG
11
Financial & Investment Management Group
Michigan
$4.11M +$144K +4,046 +4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.97M +$3.05M +85,482 +348%
Jane Street
13
Jane Street
New York
$3.66M +$3.62M +101,402 New
BA
14
BCM Advisors
Louisiana
$3.63M -$17.3K -484 -0.5%
ML
15
McAdam LLC
Pennsylvania
$3.14M +$492K +13,778 +19%
AIP
16
Almanack Investment Partners
Pennsylvania
$3.12M -$131K -3,676 -4%
Bank of America
17
Bank of America
North Carolina
$2.78M +$1.42M +39,796 +106%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.65M +$1.93M +53,984 +275%
KWM
19
Kingsview Wealth Management
Oregon
$2.42M +$896K +25,116 +60%
DI
20
Diligent Investors
California
$2.4M +$57.9K +1,622 +2%
Wells Fargo
21
Wells Fargo
California
$2.31M +$58.9K +1,652 +3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.11M +$1.16M +32,480 +125%
FWM
23
Frontier Wealth Management
Missouri
$1.7M -$481K -13,494 -22%
PAG
24
Pinnacle Advisory Group
Maryland
$1.44M -$14.7K -412 -1%
AA
25
Advisory Alpha
Michigan
$1.33M +$382K +10,712 +41%