State Street SPDR Portfolio Short Term Treasury ETF
SPTS
120 hedge funds and large institutions have $600M invested in State Street SPDR Portfolio Short Term Treasury ETF in 2018 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 51 increasing their positions, 18 reducing their positions, and 14 closing their positions.
333% more funds holding in top 10
Funds holding in top 10: 3 → 13 (+10)
229% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 14
183% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 18
54% more capital invested
Capital invested by funds: $389M → $600M (+$211M)
36% more funds holding
Funds holding: 88 → 120 (+32)
3.17% more ownership
Funds ownership: 69.03% → 72.2% (+3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$60.5M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$25.6M |
| 3 |
SCM
Stonehearth Capital Management
Danvers,
Massachusetts
|
+$14.5M |
| 4 |
AA
Alesco Advisors
Pittsford,
New York
|
+$11.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$15.9M |
| 2 |
State Street
Boston,
Massachusetts
|
-$12.1M |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$3.21M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$2.88M |
| 5 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$1.74M |
SPTS Hedge Fund Activity: Q4 2018 in Review
120 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) for Q4 2018, worth a combined $600M — up 54% from $389M a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new SPTS positions and 14 closed out — a net gain of 32 holders — while 51 added to existing stakes and 18 trimmed.
The largest buyer was AlphaStar Capital Management, adding an estimated $60.5M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $15.9M.
- 120 institutional investors held State Street SPDR Portfolio Short Term Treasury ETF (SPTS) as of Q4 2018, up from 88 in Q3 2018.
- Funds reported $600M of State Street SPDR Portfolio Short Term Treasury ETF stock for Q4 2018, up 54% quarter-over-quarter.
- 46 funds opened new State Street SPDR Portfolio Short Term Treasury ETF positions in Q4 2018 and 14 closed out, a net change of +32 holders.
- The largest State Street SPDR Portfolio Short Term Treasury ETF buyer in Q4 2018 was AlphaStar Capital Management, an estimated $60.5M added.
- The largest State Street SPDR Portfolio Short Term Treasury ETF seller in Q4 2018 was Charles Schwab Investment Advisory, an estimated $15.9M sold.
Based on aggregated 13F filings for Q4 2018.