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State Street SPDR Portfolio Long Term Treasury ETF

202 hedge funds and large institutions have $2.22B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2020 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 74 increasing their positions, 66 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $1.9B → $2.22B (+$313M)

13% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 38

12% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 66

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

5.07% more ownership

Funds ownership: 80.87%85.94% (+5.1%)

1% more funds holding

Funds holding: 200202 (+2)

Holders
202
Holders Change
+2
Holders Change %
+1%
% of All Funds
4.08%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.4%
New
43
Increased
74
Reduced
66
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$524M +$70.2M +1,480,595 +15%
Financial Engines Advisors
2
Financial Engines Advisors
California
$322M +$110M +2,319,324 +51%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$136M +$28.4M +599,417 +26%
LPL Financial
4
LPL Financial
California
$102M +$33.9M +714,796 +49%
UBS Group
5
UBS Group
Switzerland
$90.1M +$2.03M +42,729 +2%
LMIM
6
Lockheed Martin Investment Management
Maryland
$88.6M
Osaic Holdings
7
Osaic Holdings
Arizona
$88.3M +$26M +548,954 +41%
TI
8
Tidal Investments
Wisconsin
$67.2M +$68.2M +1,437,119 New
Stifel Financial
9
Stifel Financial
Missouri
$67.2M +$67.9M +1,430,749 +23,058%
WI
10
WBI Investments
New Jersey
$48.6M +$49.3M +1,039,905 New
Charles Schwab
11
Charles Schwab
California
$37.3M -$2.85M -60,173 -7%
MERSOM
12
Municipal Employees' Retirement System of Michigan
Michigan
$33.6M +$34.1M +718,968 New
Jane Street
13
Jane Street
New York
$31.8M +$32.2M +679,632 New
PFPT
14
Pinnacle Financial Partners (Tennessee)
Tennessee
$27.3M +$2.26M +47,561 +9%
SKK
15
Shepherd Kaplan Krochuk
Massachusetts
$25.9M +$3.55M +74,748 +16%
BlackRock
16
BlackRock
New York
$25.3M
FI
17
FormulaFolio Investments
Michigan
$24.4M -$15M -316,219 -38%
Bank of America
18
Bank of America
North Carolina
$22.6M +$12.2M +256,649 +113%
TAIM
19
TD Ameritrade Investment Management
Nebraska
$21.8M +$1.95M +41,134 +10%
WU
20
Wealthsimple US
New York
$20.5M +$7.18M +151,444 +53%
KF
21
Krilogy Financial
Missouri
$19.5M +$1.43M +30,230 +8%
SWIG
22
Strategic Wealth Investment Group
Kentucky
$16M +$3.36M +70,736 +26%
FHC
23
First Heartland Consultants
Missouri
$14.8M -$5.94M -125,190 -28%
CCP
24
Cardan Capital Partners
Colorado
$13.9M +$214K +4,512 +2%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$13.1M +$13.3M +280,232 New