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State Street SPDR Bloomberg Short Term High Yield Bond ETF

179 hedge funds and large institutions have $2.36B invested in State Street SPDR Bloomberg Short Term High Yield Bond ETF in 2016 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 76 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 62

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

6% more capital invested

Capital invested by funds: $2.23B → $2.36B (+$129M)

0.27% less ownership

Funds ownership: 71.26%70.99% (-0.27%)

6% less funds holding

Funds holding: 191179 (-12)

41% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 22

Holders
179
Holders Change
-12
Holders Change %
-6.28%
% of All Funds
4.78%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.53%
New
13
Increased
76
Reduced
62
Closed
22
Calls
$294K
Puts
Net Calls
+$294K
Net Calls Change
-$389K
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
101
Rowland Carmichael Advisors
Arizona
$812K -$36.7K -1,341 -4%
OC
102
Oppenheimer & Co
New York
$800K -$26.7K -978 -3%
LIM
103
Longfellow Investment Management
Massachusetts
$795K -$426K -15,600 -35%
NA
104
Nottingham Advisors
New York
$792K -$3.42K -125 -0.4%
PAG
105
Private Advisor Group
New Jersey
$749K +$193K +7,070 +35%
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$721K +$39.7K +1,453 +6%
CTA
107
Chesley Taft & Associates
Illinois
$714K -$5.47K -200 -0.8%
AIP
108
Ameritas Investment Partners
Nebraska
$692K +$11.8K +430 +2%
IFB
109
iAB Financial Bank
Indiana
$689K +$9.98K +365 +1%
AA
110
Ancora Advisors
Ohio
$643K -$2.73K -100 -0.4%
AGA
111
Accuvest Global Advisors
Utah
$636K +$366K +13,405 +140%
CWM
112
Concert Wealth Management
California
$632K +$36.5K +1,335 +6%
VIA
113
Virtus Investment Advisers
Connecticut
$623K +$615K +22,500 New
DC
114
Davenport & Co
Virginia
$595K
SWP
115
Stratos Wealth Partners
Ohio
$544K +$4.46K +163 +0.8%
JP Morgan Chase
116
JP Morgan Chase
New York
$517K -$198K -7,258 -28%
DADC
117
D.A. Davidson & Co
Montana
$515K -$3.12K -114 -0.6%
CAN
118
Cetera Advisor Networks
California
$507K +$197K +7,216 +65%
WT
119
Whittier Trust
California
$500K -$15.3K -561 -3%
Commonwealth Equity Services
120
Commonwealth Equity Services
Massachusetts
$472K -$153K -5,602 -25%
MIH
121
Madison Investment Holdings
Wisconsin
$469K -$2.58M -94,296 -85%
CAL
122
Capital Advisors Ltd
Ohio
$460K +$109 +4 +0%
PGFC
123
Peapack-Gladstone Financial Corp
New Jersey
$457K -$57.4K -2,100 -11%
RCAG
124
Rehmann Capital Advisory Group
Michigan
$434K -$31.8K -1,164 -7%
AA
125
Alesco Advisors
New York
$429K

SJNK Hedge Fund Activity: Q3 2016 in Review

179 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) for Q3 2016, worth a combined $2.36B — up 5.8% from $2.23B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of SJNK and 13 opened new positions — a net loss of 9 holders — while 62 trimmed existing stakes and 76 added.

The largest buyer was Sentinel Asset Management, adding an estimated $49.7M. The largest seller was RiverFront Investment Group, cutting an estimated $57.7M.

  • 179 institutional investors held State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) as of Q3 2016, down from 191 in Q2 2016.
  • Funds reported $2.36B of State Street SPDR Bloomberg Short Term High Yield Bond ETF stock for Q3 2016, up 5.8% quarter-over-quarter.
  • 13 funds opened new State Street SPDR Bloomberg Short Term High Yield Bond ETF positions in Q3 2016 and 22 closed out, a net change of -9 holders.
  • The largest State Street SPDR Bloomberg Short Term High Yield Bond ETF buyer in Q3 2016 was Sentinel Asset Management, an estimated $49.7M added.
  • The largest State Street SPDR Bloomberg Short Term High Yield Bond ETF seller in Q3 2016 was RiverFront Investment Group, an estimated $57.7M sold.

Based on aggregated 13F filings for Q3 2016.