State Street SPDR Portfolio Short Term Treasury ETF
SPTS
57 hedge funds and large institutions have $144M invested in State Street SPDR Portfolio Short Term Treasury ETF in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 10 closing their positions.
83% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 12
70% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 10
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
37% more capital invested
Capital invested by funds: $105M → $144M (+$38.7M)
14% more funds holding
Funds holding: 50 → 57 (+7)
0.61% more ownership
Funds ownership: 47.04% → 47.65% (+0.61%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$15.2M |
| 2 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$7.05M |
| 3 |
SWM
SigFig Wealth Management
San Francisco,
California
|
+$3.6M |
| 4 |
PWA
Peterson Wealth Advisors
Orem,
Utah
|
+$2.41M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$2.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.68M |
| 2 |
VF
Virtu Financial
New York
|
-$1.58M |
| 3 |
Jane Street
New York
|
-$1.43M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$866K |
| 5 |
MWM
Marietta Wealth Management
Marietta,
Georgia
|
-$462K |
SPTS Hedge Fund Activity: Q1 2018 in Review
57 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) for Q1 2018, worth a combined $144M — up 37% from $105M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new SPTS positions and 10 closed out — a net gain of 7 holders — while 22 added to existing stakes and 12 trimmed.
The largest buyer was State Street, adding an estimated $15.2M. The largest seller was Morgan Stanley, cutting an estimated $2.68M.
- 57 institutional investors held State Street SPDR Portfolio Short Term Treasury ETF (SPTS) as of Q1 2018, up from 50 in Q4 2017.
- Funds reported $144M of State Street SPDR Portfolio Short Term Treasury ETF stock for Q1 2018, up 37% quarter-over-quarter.
- 17 funds opened new State Street SPDR Portfolio Short Term Treasury ETF positions in Q1 2018 and 10 closed out, a net change of +7 holders.
- The largest State Street SPDR Portfolio Short Term Treasury ETF buyer in Q1 2018 was State Street, an estimated $15.2M added.
- The largest State Street SPDR Portfolio Short Term Treasury ETF seller in Q1 2018 was Morgan Stanley, an estimated $2.68M sold.
Based on aggregated 13F filings for Q1 2018.