State Street SPDR Portfolio Long Term Treasury ETF
SPTL
133 hedge funds and large institutions have $1.13B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 32 increasing their positions, 38 reducing their positions, and 19 closing their positions.
179% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 19
125% more funds holding in top 10
Funds holding in top 10: 4 → 9 (+5)
34% more capital invested
Capital invested by funds: $844M → $1.13B (+$289M)
33% more funds holding
Funds holding: 100 → 133 (+33)
4.53% less ownership
Funds ownership: 77.83% → 73.29% (-4.5%)
16% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$128M |
| 2 |
AssetMark Inc
Concord,
California
|
+$108M |
| 3 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$25.2M |
| 4 |
LPL Financial
San Diego,
California
|
+$15.8M |
| 5 |
Morgan Stanley
New York
|
+$13.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$49.8M |
| 2 |
State Street
Boston,
Massachusetts
|
-$36.2M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
-$20.4M |
| 4 |
Jane Street
New York
|
-$9.97M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$9.76M |
SPTL Hedge Fund Activity: Q4 2018 in Review
133 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) for Q4 2018, worth a combined $1.13B — up 34% from $844M a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new SPTL positions and 19 closed out — a net gain of 34 holders — while 32 added to existing stakes and 38 trimmed.
The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $128M. The largest seller was Horizon Investments, exiting entirely with an estimated $49.8M sold.
- 133 institutional investors held State Street SPDR Portfolio Long Term Treasury ETF (SPTL) as of Q4 2018, up from 100 in Q3 2018.
- Funds reported $1.13B of State Street SPDR Portfolio Long Term Treasury ETF stock for Q4 2018, up 34% quarter-over-quarter.
- 53 funds opened new State Street SPDR Portfolio Long Term Treasury ETF positions in Q4 2018 and 19 closed out, a net change of +34 holders.
- The largest State Street SPDR Portfolio Long Term Treasury ETF buyer in Q4 2018 was Charles Schwab Investment Advisory, an estimated $128M added.
- The largest State Street SPDR Portfolio Long Term Treasury ETF seller in Q4 2018 was Horizon Investments, an estimated $49.8M sold.
Based on aggregated 13F filings for Q4 2018.