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State Street SPDR Bloomberg Short Term High Yield Bond ETF

190 hedge funds and large institutions have $7.21B invested in State Street SPDR Bloomberg Short Term High Yield Bond ETF in 2014 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 80 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more capital invested

Capital invested by funds: $2.6B → $7.21B (+$4.6B)

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

25% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 64

4% more funds holding

Funds holding: 182190 (+8)

0.45% more ownership

Funds ownership: 57.65%58.1% (+0.45%)

27% less funds holding in top 10

Funds holding in top 10: 3022 (-8)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.14M

Holders
190
Holders Change
+8
Holders Change %
+4.4%
% of All Funds
5.51%
Holding in Top 10
22
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-26.67%
% of All Funds
0.64%
New
25
Increased
80
Reduced
64
Closed
15
Calls
Puts
$1.14M
Net Calls
-$1.14M
Net Calls Change
-$496K
Name Holding Trade Value Shares
Change
Change in
Stake
WF
76
WealthTrust Fairport
Ohio
$2.93M +$2.51M +82,616 +540%
CA
77
Cetera Advisors
Colorado
$2.89M +$1.18M +38,861 +67%
VFS
78
VSR Financial Services
Kansas
$2.84M +$363K +11,925 +14%
RIA
79
Regal Investment Advisors
Michigan
$2.83M -$82.7K -2,718 -3%
EIM
80
Emerson Investment Management
Massachusetts
$2.62M +$83.6K +2,750 +3%
FA
81
FDx Advisors
Illinois
$2.6M +$500K +16,455 +23%
B
82
Baird
Wisconsin
$2.57M +$475K +15,604 +22%
GCA
83
Greenwood Capital Associates
South Carolina
$2.55M +$1.31M +42,969 +102%
CG
84
Colony Group
Massachusetts
$2.4M +$2.44M +80,247 New
BPB
85
Badgley, Phelps & Bell
Washington
$2.38M +$103K +3,391 +4%
RJFSA
86
Raymond James Financial Services Advisors
Florida
$2.37M +$593K +19,486 +33%
WPP
87
Whalerock Point Partners
Rhode Island
$2.33M +$460K +15,125 +24%
BA
88
Boston Advisors
Massachusetts
$2.13M -$395 -13 -0%
VAM
89
Visionary Asset Management
Texas
$2.07M +$2.1M +69,171 New
NAM
90
NTV Asset Management
West Virginia
$1.92M +$18.3K +600 +0.9%
DADC
91
D.A. Davidson & Co
Montana
$1.9M +$233K +7,644 +14%
DC
92
Davenport & Co
Virginia
$1.83M +$450K +14,800 +32%
GI
93
Gradient Investments
Minnesota
$1.79M +$243K +7,985 +15%
JP Morgan Chase
94
JP Morgan Chase
New York
$1.78M -$9.96M -327,601 -85%
FAAS
95
First Allied Advisory Services
California
$1.76M -$5.63M -185,035 -76%
CC
96
Callan Capital
California
$1.73M +$335 +11 +0%
YMRC
97
Yorktown Management & Research Company
Virginia
$1.63M
HCP
98
Holt Capital Partners
Texas
$1.5M +$943K +31,015 +163%
PCA
99
Peddock Capital Advisors
Massachusetts
$1.48M +$12.8K +422 +0.9%
CFA
100
Cahill Financial Advisors
Minnesota
$1.44M +$195K +6,400 +15%