State Street SPDR Portfolio Long Term Treasury ETF
SPTL
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.
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: 18 → 20 (+2)
5.07% more ownership
Funds ownership: 80.87% → 85.94% (+5.1%)
1% more funds holding
Funds holding: 200 → 202 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$110M |
| 2 |
State Street
Boston,
Massachusetts
|
+$70.2M |
| 3 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$68.2M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$67.9M |
| 5 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$49.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$119M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$31.2M |
| 3 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$21.3M |
| 4 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$15M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$7.8M |
SPTL Hedge Fund Activity: Q3 2020 in Review
202 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) for Q3 2020, worth a combined $2.22B — up 16% from $1.9B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new SPTL positions and 38 closed out — a net gain of 5 holders — while 74 added to existing stakes and 66 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $110M. The largest seller was AssetMark Inc, cutting an estimated $119M.
- 202 institutional investors held State Street SPDR Portfolio Long Term Treasury ETF (SPTL) as of Q3 2020, up from 200 in Q2 2020.
- Funds reported $2.22B of State Street SPDR Portfolio Long Term Treasury ETF stock for Q3 2020, up 16% quarter-over-quarter.
- 43 funds opened new State Street SPDR Portfolio Long Term Treasury ETF positions in Q3 2020 and 38 closed out, a net change of +5 holders.
- The largest State Street SPDR Portfolio Long Term Treasury ETF buyer in Q3 2020 was Financial Engines Advisors, an estimated $110M added.
- The largest State Street SPDR Portfolio Long Term Treasury ETF seller in Q3 2020 was AssetMark Inc, an estimated $119M sold.
Based on aggregated 13F filings for Q3 2020.