State Street SPDR Portfolio Short Term Treasury ETF
SPTS
238 hedge funds and large institutions have $2.15B invested in State Street SPDR Portfolio Short Term Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 71 increasing their positions, 93 reducing their positions, and 29 closing their positions.
45% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 29
3% more funds holding
Funds holding: 231 → 238 (+7)
2.96% more ownership
Funds ownership: 68.53% → 71.49% (+3%)
0% more funds holding in top 10
Funds holding in top 10: 28 → 28 (0)
1% less capital invested
Capital invested by funds: $2.16B → $2.15B (-$12.7M)
24% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 93
30% less call options, than puts
Call options by funds: $168M | Put options by funds: $240M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
+$96.8M |
| 2 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$24.3M |
| 3 |
State Street
Boston,
Massachusetts
|
+$18.7M |
| 4 |
CPO
Cerity Partners OCIO
New York
|
+$11.2M |
| 5 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$10.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$50.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$36.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$29M |
| 4 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$19.2M |
| 5 |
BAM
Bruderman Asset Management
Locust Valley,
New York
|
-$13.3M |
SPTS Hedge Fund Activity: Q4 2020 in Review
238 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) for Q4 2020, worth a combined $2.15B — down 0.59% from $2.16B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new SPTS positions and 29 closed out — a net gain of 13 holders — while 71 added to existing stakes and 93 trimmed.
The largest buyer was Municipal Employees' Retirement System of Michigan, adding an estimated $96.8M. The largest seller was UBS Group, cutting an estimated $50.2M.
- 238 institutional investors held State Street SPDR Portfolio Short Term Treasury ETF (SPTS) as of Q4 2020, up from 231 in Q3 2020.
- Funds reported $2.15B of State Street SPDR Portfolio Short Term Treasury ETF stock for Q4 2020, down 0.59% quarter-over-quarter.
- 42 funds opened new State Street SPDR Portfolio Short Term Treasury ETF positions in Q4 2020 and 29 closed out, a net change of +13 holders.
- The largest State Street SPDR Portfolio Short Term Treasury ETF buyer in Q4 2020 was Municipal Employees' Retirement System of Michigan, an estimated $96.8M added.
- The largest State Street SPDR Portfolio Short Term Treasury ETF seller in Q4 2020 was UBS Group, an estimated $50.2M sold.
Based on aggregated 13F filings for Q4 2020.