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State Street SPDR Bloomberg Short Term High Yield Bond ETF

220 hedge funds and large institutions have $2.65B invested in State Street SPDR Bloomberg Short Term High Yield Bond ETF in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 72 increasing their positions, 79 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

7% more funds holding

Funds holding: 205220 (+15)

5% more capital invested

Capital invested by funds: $2.51B → $2.65B (+$138M)

9% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 79

1.9% less ownership

Funds ownership: 61.32%59.42% (-1.9%)

Holders
220
Holders Change
+15
Holders Change %
+7.32%
% of All Funds
5.49%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.45%
New
36
Increased
72
Reduced
79
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
101
Hanlon Investment Management
New Jersey
$1.35M +$1.35M +48,276 New
LS
102
Lattice Strategies
Pennsylvania
$1.28M -$107K -3,845 -8%
OC
103
Oppenheimer & Co
New York
$1.27M -$16.7K -598 -1%
ICM
104
Ionic Capital Management
New York
$1.22M +$1.22M +43,723 New
DBIA
105
Dumont & Blake Investment Advisors
New Jersey
$1.15M +$24.3K +870 +2%
AIM
106
Arcadia Investment Management
Michigan
$1.14M +$534K +19,150 +88%
VIA
107
Virtus Investment Advisers
Connecticut
$1.14M
CTA
108
Chesley Taft & Associates
Illinois
$1.14M +$31.4K +1,125 +3%
PAG
109
Private Advisor Group
New Jersey
$1.11M -$75.8K -2,720 -6%
PPSG
110
Princeton Portfolio Strategies Group
New Jersey
$1.09M -$13.9K -500 -1%
NGA
111
Naples Global Advisors
Florida
$1.03M -$2.79K -100 -0.3%
CCA
112
Clearwater Capital Advisors
Illinois
$1.03M -$284K -10,193 -22%
RIA
113
Regal Investment Advisors
Michigan
$973K -$70.6K -2,531 -7%
RPG
114
Risk Paradigm Group
Texas
$965K -$84.7K -3,037 -8%
JMPWA
115
JP Morgan Private Wealth Advisors
California
$951K
OAM
116
Occidental Asset Management
California
$921K -$28.5K -1,024 -3%
PGFC
117
Peapack-Gladstone Financial Corp
New Jersey
$862K -$10.2K -365 -1%
DSC
118
Duncker Streett & Co
Missouri
$856K -$42.2K -1,513 -5%
BWAM
119
Boyd Watterson Asset Management
Ohio
$834K -$3.07K -110 -0.4%
JP Morgan Chase
120
JP Morgan Chase
New York
$817K +$84.2K +3,021 +12%
RCA
121
Rowland Carmichael Advisors
Arizona
$762K +$15.5K +556 +2%
SPIA
122
Steward Partners Investment Advisory
New York
$751K +$18.7K +672 +3%
AA
123
Advisory Alpha
Michigan
$738K -$539K -19,320 -42%
Commonwealth Equity Services
124
Commonwealth Equity Services
Massachusetts
$728K +$16K +573 +2%
AIP
125
Ameritas Investment Partners
Nebraska
$721K +$22K +790 +3%