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State Street SPDR Bloomberg Short Term High Yield Bond ETF

173 hedge funds and large institutions have $2.46B invested in State Street SPDR Bloomberg Short Term High Yield Bond ETF in 2014 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

98% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 42

31% more capital invested

Capital invested by funds: $1.87B → $2.46B (+$584M)

18% more funds holding in top 10

Funds holding in top 10: 2226 (+4)

13% more funds holding

Funds holding: 153173 (+20)

4.92% more ownership

Funds ownership: 58.18%63.1% (+4.9%)

Holders
173
Holders Change
+20
Holders Change %
+13.07%
% of All Funds
5%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.75%
New
34
Increased
83
Reduced
42
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWAG
26
Polaris Wealth Advisory Group
California
$19.2M +$563K +18,201 +3%
SGCA
27
Steel Grove Capital Advisors
Tennessee
$18.7M -$4.8M -155,381 -20%
BCMO
28
Buckingham Capital Management (Ohio)
Ohio
$18.1M +$2.05M +66,261 +13%
CIA
29
Capital Investment Advisors
Georgia
$16.7M +$4.13M +133,696 +33%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$16.3M
BCI
31
Brinker Capital Investments
Pennsylvania
$15.8M -$139K -4,494 -0.9%
ST
32
Spinnaker Trust
Maine
$14.2M -$791K -25,580 -5%
CI Investments Inc
33
CI Investments Inc
Ontario, Canada
$12.4M -$12.4M -400,000 -50%
Lazard Asset Management
34
Lazard Asset Management
New York
$12.3M
FAAM
35
First Allied Asset Management
California
$11.3M +$640K +20,712 +6%
SGAM
36
Steinberg Global Asset Management
Florida
$11.3M +$11.3M +364,375 New
YMRC
37
Yorktown Management & Research Company
Virginia
$11.3M -$1.91M -61,900 -15%
BFG
38
Beacon Financial Group
Texas
$11.2M +$908K +29,386 +9%
PI
39
Placemark Investments
Illinois
$10.5M +$1.22M +39,441 +13%
MCC
40
Mid Continent Capital
Illinois
$9.74M +$590K +19,075 +6%
HCM
41
Hollencrest Capital Management
California
$9.57M -$256K -8,270 -3%
SC
42
Stratford Consulting
Texas
$9.03M +$316K +10,209 +4%
CC
43
Curian Capital
Colorado
$8.58M +$1.41M +45,687 +20%
HPC
44
HM Payson & Co
Maine
$8.34M +$8.33M +269,378 New
BWAM
45
Boyd Watterson Asset Management
Ohio
$8.12M +$422K +13,667 +6%
CS
46
Credit Suisse
Switzerland
$7.18M +$7.17M +231,900 New
ACM
47
Antonetti Capital Management
Florida
$6.83M +$871K +28,176 +15%
FAAS
48
First Allied Advisory Services
California
$6.74M +$1.7M +54,922 +34%
GC
49
Guggenheim Capital
Illinois
$6.73M -$247K -7,980 -4%
WRM
50
Westport Resources Management
Connecticut
$6.72M +$2.9K +94 +0%