State Street SPDR Portfolio Long Term Treasury ETF
SPTL
168 hedge funds and large institutions have $1.76B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2019 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 75 increasing their positions, 33 reducing their positions, and 18 closing their positions.
161% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 18
127% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 33
41% more capital invested
Capital invested by funds: $1.25B → $1.76B (+$509M)
17% more funds holding
Funds holding: 144 → 168 (+24)
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
0.22% less ownership
Funds ownership: 73.93% → 73.71% (-0.22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$121M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$94.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$80.2M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$24.4M |
| 5 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
+$16.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$32.7M |
| 2 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$22.3M |
| 3 |
CWSR
Chessman Wealth Strategies RIA
Dallas,
Texas
|
-$20.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$8.89M |
| 5 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$6.33M |
SPTL Hedge Fund Activity: Q2 2019 in Review
168 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) for Q2 2019, worth a combined $1.76B — up 41% from $1.25B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new SPTL positions and 18 closed out — a net gain of 29 holders — while 75 added to existing stakes and 33 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $121M. The largest seller was SCS Capital Management, cutting an estimated $32.7M.
- 168 institutional investors held State Street SPDR Portfolio Long Term Treasury ETF (SPTL) as of Q2 2019, up from 144 in Q1 2019.
- Funds reported $1.76B of State Street SPDR Portfolio Long Term Treasury ETF stock for Q2 2019, up 41% quarter-over-quarter.
- 47 funds opened new State Street SPDR Portfolio Long Term Treasury ETF positions in Q2 2019 and 18 closed out, a net change of +29 holders.
- The largest State Street SPDR Portfolio Long Term Treasury ETF buyer in Q2 2019 was AssetMark Inc, an estimated $121M added.
- The largest State Street SPDR Portfolio Long Term Treasury ETF seller in Q2 2019 was SCS Capital Management, an estimated $32.7M sold.
Based on aggregated 13F filings for Q2 2019.