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State Street SPDR Bloomberg High Yield Bond ETF

508 hedge funds and large institutions have $7.01B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 142 increasing their positions, 202 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.53% more ownership

Funds ownership: 101.93%107.45% (+5.5%)

5% less funds holding

Funds holding: 536508 (-28)

11% less funds holding in top 10

Funds holding in top 10: 2724 (-3)

19% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 86

30% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 202

35% less capital invested

Capital invested by funds: $10.7B → $7.01B (-$3.72B)

77% less call options, than puts

Call options by funds: $15.5M | Put options by funds: $68.3M

Holders
508
Holders Change
-28
Holders Change %
-5.22%
% of All Funds
8.1%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.38%
New
70
Increased
142
Reduced
202
Closed
86
Calls
$15.5M
Puts
$68.3M
Net Calls
-$52.8M
Net Calls Change
+$84.4M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$807M +$112M +1,216,011 +16%
Jane Street
2
Jane Street
New York
$610M -$413M -4,492,452 -41%
Goldman Sachs
3
Goldman Sachs
New York
$426M -$92.5M -1,007,313 -18%
Wells Fargo
4
Wells Fargo
California
$385M +$6.65M +72,380 +2%
JSTA
5
Japan Science & Technology Agency
Japan
$358M +$354M +3,858,054 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$309M -$97.6M -1,062,416 -24%
Mitsubishi UFJ Asset Management
7
Mitsubishi UFJ Asset Management
Japan
$293M +$27.6M +300,813 +11%
Morgan Stanley
8
Morgan Stanley
New York
$283M +$170M +1,849,344 +155%
BlackRock
9
BlackRock
New York
$246M -$87.1M -947,913 -26%
UCFA
10
United Capital Financial Advisors
Texas
$238M +$8.57M +93,332 +4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$180M -$32.2M -350,517 -15%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$176M -$375K -4,081 -0.2%
CM
13
Cercano Management
Washington
$172M
TC
14
Toews Corporation
New Jersey
$160M +$158M +1,719,500 New
State of New Jersey Common Pension Fund D
15
State of New Jersey Common Pension Fund D
New Jersey
$137M -$197M -2,150,000 -59%
AssetMark Inc
16
AssetMark Inc
California
$97.1M -$227M -2,473,730 -70%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$92.9M -$6.31M -68,686 -6%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$71.3M -$411K -4,470 -0.6%
Bank of America
19
Bank of America
North Carolina
$71.1M -$141M -1,534,554 -67%
1832 Asset Management
20
1832 Asset Management
Ontario, Canada
$68.9M +$43M +467,892 +171%
MD
21
Money Design
Japan
$64.9M +$12.4M +134,939 +5%
HF
22
HRT Financial
New York
$64.3M +$46.5M +506,760 +273%
Renaissance Technologies
23
Renaissance Technologies
New York
$64M +$60.8M +661,500 +2,388%
PO
24
Private Ocean
California
$63.8M -$787K -8,570 -1%
LPL Financial
25
LPL Financial
California
$61.9M -$7.13M -77,597 -10%