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SPDR Bloomberg High Yield Bond ETF

471 hedge funds and large institutions have $7.95B invested in SPDR Bloomberg High Yield Bond ETF in 2018 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 147 increasing their positions, 196 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
-5
Holders Change %
-1.05%
% of All Funds
10.81%
Holding in Top 10
28
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-31.71%
% of All Funds
0.64%
New
64
Increased
147
Reduced
196
Closed
62
Calls
$51.6M
Puts
$161M
Net Calls
-$110M
Net Calls Change
-$48M
Name Holding Trade Value Shares
Change
Shares
Change %
OIWM
126
OptiFour Integrated Wealth Management
Virginia
$3.62M +$200K +1,858 +6%
JG
127
Jefferies Group
New York
$3.59M +$3.59M +33,333 New
DF
128
Donoghue Forlines
Massachusetts
$3.43M -$8.36M -77,709 -71%
AP
129
Advisors Preferred
Maryland
$3.18M +$1.68M +15,576 +111%
VWM
130
Venturi Wealth Management
Texas
$2.99M +$2.66M +24,719 +808%
LFG
131
LifePlan Financial Group
Ohio
$2.89M -$69.9K -650 -2%
LWS
132
Lucia Wealth Services
California
$2.71M +$1.47M +13,640 +118%
CIM
133
Confluence Investment Management
Missouri
$2.56M +$165K +1,534 +7%
BBA
134
BLB&B Advisors
Pennsylvania
$2.56M +$279K +2,590 +12%
OAM
135
Occidental Asset Management
California
$2.51M +$54.4K +506 +2%
IF
136
IRON Financial
Illinois
$2.49M +$2.49M +23,155 New
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$2.45M +$273K +2,537 +13%
TA
138
Tiedemann Advisors
New York
$2.37M -$118K -1,101 -5%
Creative Planning
139
Creative Planning
Kansas
$2.37M -$490K -4,554 -17%
AG
140
Appleton Group
Wisconsin
$2.35M +$291K +2,701 +14%
TCM
141
Towercrest Capital Management
Pennsylvania
$2.31M +$123K +1,140 +6%
AIP
142
Ameritas Investment Partners
Nebraska
$2.25M +$118K +1,096 +6%
EB
143
Eastern Bank
Massachusetts
$2.17M -$802K -7,458 -27%
AFP
144
Ausdal Financial Partners
Iowa
$2.11M -$310K -2,883 -13%
HighTower Advisors
145
HighTower Advisors
Illinois
$2.07M -$277K -2,581 -12%
QAM
146
Q3 Asset Management
Michigan
$2.07M +$2.07M +19,229 New
DADC
147
D.A. Davidson & Co
Montana
$1.98M +$44.2K +411 +2%
SWP
148
Stratos Wealth Partners
Ohio
$1.94M -$65.5K -609 -3%
RIA
149
Regal Investment Advisors
Michigan
$1.94M +$47K +437 +2%
MFW
150
Mosaic Family Wealth
Missouri
$1.93M +$58.8K +547 +3%