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State Street SPDR Bloomberg Short Term High Yield Bond ETF

318 hedge funds and large institutions have $2.19B invested in State Street SPDR Bloomberg Short Term High Yield Bond ETF in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 104 increasing their positions, 130 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.78% less ownership

Funds ownership: 68.97%67.19% (-1.8%)

8% less funds holding

Funds holding: 347318 (-29)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

20% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 130

33% less capital invested

Capital invested by funds: $3.26B → $2.19B (-$1.07B)

40% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 63

Holders
318
Holders Change
-29
Holders Change %
-8.36%
% of All Funds
5.07%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.29%
New
38
Increased
104
Reduced
130
Closed
63
Calls
$636K
Puts
Net Calls
+$636K
Net Calls Change
+$865K
Name Holding Trade Value Shares
Change
Change in
Stake
AI
51
Atria Investments
North Carolina
$6.67M -$3.79M -153,573 -36%
DF
52
Donoghue Forlines
Massachusetts
$6.57M +$6.01M +243,768 +1,186%
AT
53
Arden Trust
Delaware
$6.54M +$6.49M +263,209 New
HighTower Advisors
54
HighTower Advisors
Illinois
$6.46M -$6.12M -248,126 -49%
MGIA
55
Matthew Goff Investment Advisor
Texas
$6.26M +$129K +5,234 +2%
KAS
56
Kestra Advisory Services
Texas
$5.96M -$14.5M -589,678 -71%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$5.95M -$2.88M -116,691 -33%
IWM
58
IHT Wealth Management
Illinois
$5.73M +$5.16M +209,230 +981%
LG
59
Leuthold Group
Minnesota
$5.63M +$3.52K +143 +0.1%
FPGK
60
Financial Partners Group (Kansas)
Kansas
$5.36M +$253K +10,251 +5%
Creative Planning
61
Creative Planning
Kansas
$5.33M +$784K +31,794 +17%
CAC
62
Certified Advisory Corp
Florida
$5.31M +$5.27M +213,875 New
DI
63
Disciplined Investments
Oklahoma
$5.3M +$649K +26,311 +14%
GLR
64
Great Lakes Retirement
Ohio
$5.3M +$307K +12,470 +6%
GAG
65
Goodman Advisory Group
Massachusetts
$5.25M +$5.21M +211,513 New
APC
66
Aristotle Pacific Capital
California
$5.13M +$5.04M +204,276 +8,905%
AF
67
Allworth Financial
California
$5.13M -$126K -5,104 -2%
ERFOTCOFW
68
Employees Retirement Fund of the City of Fort Worth
Texas
$5.09M
FCIM
69
Fairview Capital Investment Management
California
$5.06M -$96.8K -3,925 -2%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$4.9M -$17.6M -714,236 -78%
RIG
71
RiverFront Investment Group
Virginia
$4.76M -$9.24M -374,741 -66%
OAM
72
Oppenheimer Asset Management
New York
$4.64M -$687K -27,854 -13%
GWAM
73
Guardian Wealth Advisors (Minnesota)
Minnesota
$4.56M -$38.7K -1,571 -0.8%
SFG
74
StrategIQ Financial Group
Indiana
$4.48M +$132K +5,359 +3%
BWL
75
Bogart Wealth LLC
Virginia
$4.48M +$165K +6,685 +4%