State Street SPDR Portfolio Long Term Treasury ETF
SPTL
73 hedge funds and large institutions have $541M invested in State Street SPDR Portfolio Long Term Treasury ETF in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 2 closing their positions.
1,000% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 2
73% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 15
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
38% more funds holding
Funds holding: 53 → 73 (+20)
35% more capital invested
Capital invested by funds: $402M → $541M (+$139M)
70.8% less ownership
Funds ownership: 142.56% → 71.76% (-71%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$77M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$13.9M |
| 3 |
Bank of New York Mellon
New York
|
+$4.64M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
+$2.91M |
| 5 |
FFM
Fullerton Fund Management
Singapore
|
+$2.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$11.1M |
| 2 |
PCM
Peak Capital Management
Greenwood Village,
Colorado
|
-$6.57M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.3M |
| 4 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$4.25M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.01M |
SPTL Hedge Fund Activity: Q4 2017 in Review
73 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) for Q4 2017, worth a combined $541M — up 35% from $402M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new SPTL positions and 2 closed out — a net gain of 20 holders — while 26 added to existing stakes and 15 trimmed.
The largest buyer was State Street, adding an estimated $77M. The largest seller was AssetMark Inc, cutting an estimated $11.1M.
- 73 institutional investors held State Street SPDR Portfolio Long Term Treasury ETF (SPTL) as of Q4 2017, up from 53 in Q3 2017.
- Funds reported $541M of State Street SPDR Portfolio Long Term Treasury ETF stock for Q4 2017, up 35% quarter-over-quarter.
- 22 funds opened new State Street SPDR Portfolio Long Term Treasury ETF positions in Q4 2017 and 2 closed out, a net change of +20 holders.
- The largest State Street SPDR Portfolio Long Term Treasury ETF buyer in Q4 2017 was State Street, an estimated $77M added.
- The largest State Street SPDR Portfolio Long Term Treasury ETF seller in Q4 2017 was AssetMark Inc, an estimated $11.1M sold.
Based on aggregated 13F filings for Q4 2017.