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State Street SPDR Bloomberg Short Term High Yield Bond ETF

182 hedge funds and large institutions have $2.6B invested in State Street SPDR Bloomberg Short Term High Yield Bond ETF in 2014 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 104 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 40

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

15% more funds holding in top 10

Funds holding in top 10: 2630 (+4)

6% more capital invested

Capital invested by funds: $2.46B → $2.6B (+$146M)

5% more funds holding

Funds holding: 173182 (+9)

5.45% less ownership

Funds ownership: 63.1%57.65% (-5.4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $647K

Holders
182
Holders Change
+9
Holders Change %
+5.2%
% of All Funds
5.23%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.86%
New
25
Increased
104
Reduced
40
Closed
15
Calls
Puts
$647K
Net Calls
-$647K
Net Calls Change
-$647K
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
51
Empirical Wealth Management
Washington
$6.95M +$668K +21,613 +11%
AIG
52
American International Group
New York
$6.87M +$2.89M +93,576 +73%
GC
53
Guggenheim Capital
Illinois
$6.8M +$62.1K +2,009 +0.9%
UBS AM
54
UBS AM
Illinois
$6.28M
MFS
55
MSI Financial Services
Massachusetts
$6.17M +$250K +8,104 +4%
IAA
56
Ironsides Asset Advisors
North Carolina
$5.28M +$5.27M +170,627 New
BlackRock
57
BlackRock
New York
$5.24M +$5.23M +169,218 New
HighTower Advisors
58
HighTower Advisors
Illinois
$5.14M +$345K +11,177 +7%
TFA
59
Transamerica Financial Advisors
Florida
$5.13M +$478K +15,464 +10%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$4.88M +$56.6K +1,833 +1%
NC
61
NewSquare Capital
Pennsylvania
$4.78M -$71.8K -2,325 -1%
AFG
62
Albion Financial Group
Utah
$4.77M +$52.3K +1,694 +1%
WTC
63
WhitTier Trust Company
Nevada
$4.76M -$821K -26,560 -15%
Citigroup
64
Citigroup
New York
$4.16M +$2.85M +92,127 +218%
ASN
65
Advisory Services Network
Georgia
$4.12M +$2.01M +65,175 +96%
AssetMark Inc
66
AssetMark Inc
California
$3.81M +$3.81M +123,187 New
VCM
67
Vigilant Capital Management
Maine
$3.68M +$452K +14,630 +14%
KA
68
Kovack Advisors
Florida
$3.49M +$3.48M +112,692 New
FFA
69
First Foundation Advisors
California
$3.12M -$2.07K -67 -0.1%
RIA
70
Regal Investment Advisors
Michigan
$3.01M +$141K +4,560 +5%
PGFC
71
Peapack-Gladstone Financial Corp
New Jersey
$2.97M +$762K +24,670 +35%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$2.97M +$1.21M +39,279 +69%
EIM
73
Emerson Investment Management
Massachusetts
$2.62M +$81.1K +2,625 +3%
VFS
74
VSR Financial Services
Kansas
$2.57M -$2.68M -86,798 -51%
LWI
75
Long Wharf Investors
Massachusetts
$2.53M +$124K +4,008 +5%