State Street SPDR Portfolio Long Term Treasury ETF
SPTL
75 hedge funds and large institutions have $559M invested in State Street SPDR Portfolio Long Term Treasury ETF in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 15 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 20
13% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 15
3% more funds holding
Funds holding: 73 → 75 (+2)
1.71% more ownership
Funds ownership: 71.76% → 73.47% (+1.7%)
3% more capital invested
Capital invested by funds: $541M → $559M (+$18.1M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$64M |
| 2 |
IA
IndexIQ Advisors
New York
|
+$7.48M |
| 3 |
PCM
Peak Capital Management
Greenwood Village,
Colorado
|
+$5.13M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.06M |
| 5 |
DI
Diligent Investors
Redlands,
California
|
+$2.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HGWM
Harvest Group Wealth Management
Waltham,
Massachusetts
|
-$20.7M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$14.1M |
| 3 |
AssetMark Inc
Concord,
California
|
-$6.25M |
| 4 |
BCP
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
-$5.72M |
| 5 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
-$4.99M |
SPTL Hedge Fund Activity: Q1 2018 in Review
75 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) for Q1 2018, worth a combined $559M — up 3.3% from $541M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new SPTL positions and 15 closed out — a net gain of 2 holders — while 28 added to existing stakes and 20 trimmed.
The largest buyer was State Street, adding an estimated $64M. The largest seller was Harvest Group Wealth Management, exiting entirely with an estimated $20.7M sold.
- 75 institutional investors held State Street SPDR Portfolio Long Term Treasury ETF (SPTL) as of Q1 2018, up from 73 in Q4 2017.
- Funds reported $559M of State Street SPDR Portfolio Long Term Treasury ETF stock for Q1 2018, up 3.3% quarter-over-quarter.
- 17 funds opened new State Street SPDR Portfolio Long Term Treasury ETF positions in Q1 2018 and 15 closed out, a net change of +2 holders.
- The largest State Street SPDR Portfolio Long Term Treasury ETF buyer in Q1 2018 was State Street, an estimated $64M added.
- The largest State Street SPDR Portfolio Long Term Treasury ETF seller in Q1 2018 was Harvest Group Wealth Management, an estimated $20.7M sold.
Based on aggregated 13F filings for Q1 2018.