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State Street SPDR Portfolio Long Term Treasury ETF

100 hedge funds and large institutions have $745M invested in State Street SPDR Portfolio Long Term Treasury ETF in 2018 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

357% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 7

64% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 22

33% more funds holding

Funds holding: 75100 (+25)

33% more capital invested

Capital invested by funds: $559M → $745M (+$186M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8.02% more ownership

Funds ownership: 73.47%81.49% (+8%)

Holders
100
Holders Change
+25
Holders Change %
+33.33%
% of All Funds
2.29%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
32
Increased
36
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$420M +$10.7M +312,124 +3%
HI
2
Horizon Investments
North Carolina
$47.6M +$46.8M +1,357,745 New
IA
3
IndexIQ Advisors
New York
$39M +$31M +899,813 +419%
LMIM
4
Lockheed Martin Investment Management
Maryland
$22.3M +$22M +638,000 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16.4M +$7.88M +228,780 +95%
UBS Group
6
UBS Group
Switzerland
$15.5M +$13.3M +386,475 +704%
PI
7
PFS Investments
Georgia
$15.4M +$15.1M +438,908 New
KF
8
Krilogy Financial
Missouri
$13.3M +$278K +8,060 +2%
FA
9
FDx Advisors
Illinois
$13.3M +$13M +378,833 New
PCM
10
Peak Capital Management
Colorado
$12.6M +$1.05M +30,610 +9%
GFPC
11
Global Financial Private Capital
Florida
$11.9M +$957K +27,784 +9%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$6.89M +$1.31M +37,995 +24%
SMM
13
Stadion Money Management
Georgia
$6.64M +$64.4K +1,870 +1%
Financial Engines Advisors
14
Financial Engines Advisors
California
$6.29M +$2.27M +65,926 +58%
ML
15
McAdam LLC
Pennsylvania
$5.16M +$608K +17,665 +14%
AI
16
Atria Investments
North Carolina
$4.84M +$3.55M +103,158 +294%
AssetMark Inc
17
AssetMark Inc
California
$4.49M -$34.6K -1,006 -0.8%
FIMG
18
Financial & Investment Management Group
Michigan
$4.25M -$27.2K -789 -0.6%
BA
19
BCM Advisors
Louisiana
$4.13M +$221K +6,422 +6%
LFA
20
Landmark Financial Advisors
Kentucky
$4.01M -$204K -5,927 -5%
FAAS
21
First Allied Advisory Services
California
$3.79M +$3.51M +101,850 +1,616%
DI
22
Diligent Investors
California
$3.44M +$170K +4,931 +5%
FFM
23
Fullerton Fund Management
Singapore
$3.38M -$167K -4,860 -5%
CM
24
Columbus Macro
Pennsylvania
$3.34M +$3.29M +95,464 New
AA
25
Advisory Alpha
Michigan
$2.91M +$2.9M +84,325 New