State Street SPDR Portfolio Long Term Treasury ETF
SPTL
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.
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: 75 → 100 (+25)
33% more capital invested
Capital invested by funds: $559M → $745M (+$186M)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
8.02% more ownership
Funds ownership: 73.47% → 81.49% (+8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$46.8M |
| 2 |
IA
IndexIQ Advisors
New York
|
+$31M |
| 3 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
+$22M |
| 4 |
PI
PFS Investments
Duluth,
Georgia
|
+$15.1M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$13.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$2.6M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.92M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.6M |
| 4 |
LWS
Lucia Wealth Services
San Diego,
California
|
-$1.52M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.42M |
SPTL Hedge Fund Activity: Q2 2018 in Review
100 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) for Q2 2018, worth a combined $745M — up 33% from $559M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new SPTL positions and 7 closed out — a net gain of 25 holders — while 36 added to existing stakes and 22 trimmed.
The largest buyer was Horizon Investments, opening a new position worth an estimated $46.8M. The largest seller was Frontier Wealth Management, cutting an estimated $2.6M.
- 100 institutional investors held State Street SPDR Portfolio Long Term Treasury ETF (SPTL) as of Q2 2018, up from 75 in Q1 2018.
- Funds reported $745M of State Street SPDR Portfolio Long Term Treasury ETF stock for Q2 2018, up 33% quarter-over-quarter.
- 32 funds opened new State Street SPDR Portfolio Long Term Treasury ETF positions in Q2 2018 and 7 closed out, a net change of +25 holders.
- The largest State Street SPDR Portfolio Long Term Treasury ETF buyer in Q2 2018 was Horizon Investments, an estimated $46.8M added.
- The largest State Street SPDR Portfolio Long Term Treasury ETF seller in Q2 2018 was Frontier Wealth Management, an estimated $2.6M sold.
Based on aggregated 13F filings for Q2 2018.