State Street SPDR Portfolio Long Term Treasury ETF
SPTL
200 hedge funds and large institutions have $1.9B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 55 reducing their positions, and 41 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 55
33% more capital invested
Capital invested by funds: $1.43B → $1.9B (+$475M)
9.83% more ownership
Funds ownership: 71.04% → 80.87% (+9.8%)
0% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 41
1% less funds holding
Funds holding: 203 → 200 (-3)
5% less funds holding in top 10
Funds holding in top 10: 19 → 18 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$118M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$111M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$84.1M |
| 4 |
State Street
Boston,
Massachusetts
|
+$28.5M |
| 5 |
LPL Financial
San Diego,
California
|
+$27.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$51.9M |
| 2 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$23.5M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$17.1M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$14.3M |
| 5 |
BlackRock
New York
|
-$11.1M |
SPTL Hedge Fund Activity: Q2 2020 in Review
200 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) for Q2 2020, worth a combined $1.9B — up 33% from $1.43B a quarter earlier.
Fund positioning in SPTL was balanced in Q2 2020: 41 funds opened new positions, 41 closed out, 86 added to existing stakes and 55 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $118M. The largest seller was WBI Investments, exiting entirely with an estimated $51.9M sold.
- 200 institutional investors held State Street SPDR Portfolio Long Term Treasury ETF (SPTL) as of Q2 2020, down from 203 in Q1 2020.
- Funds reported $1.9B of State Street SPDR Portfolio Long Term Treasury ETF stock for Q2 2020, up 33% quarter-over-quarter.
- 41 funds opened new State Street SPDR Portfolio Long Term Treasury ETF positions in Q2 2020 and 41 closed out, a net change of 0 holders.
- The largest State Street SPDR Portfolio Long Term Treasury ETF buyer in Q2 2020 was AssetMark Inc, an estimated $118M added.
- The largest State Street SPDR Portfolio Long Term Treasury ETF seller in Q2 2020 was WBI Investments, an estimated $51.9M sold.
Based on aggregated 13F filings for Q2 2020.