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State Street SPDR Bloomberg Short Term High Yield Bond ETF

252 hedge funds and large institutions have $2.24B invested in State Street SPDR Bloomberg Short Term High Yield Bond ETF in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 110 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

6% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 34

0% less funds holding

Funds holding: 253252 (-1)

3.82% less ownership

Funds ownership: 57.73%53.9% (-3.8%)

11% less capital invested

Capital invested by funds: $2.5B → $2.24B (-$263M)

35% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 110

Holders
252
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
5.78%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.46%
New
36
Increased
71
Reduced
110
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
101
Atria Investments
North Carolina
$1.5M -$580K -21,086 -28%
BFG
102
Beacon Financial Group
Texas
$1.47M +$78.2K +2,842 +6%
PCM
103
Penn Capital Management
Pennsylvania
$1.47M -$145K -5,273 -9%
SFG
104
StrategIQ Financial Group
Indiana
$1.32M +$150K +5,456 +13%
RIA
105
Regal Investment Advisors
Michigan
$1.3M +$334K +12,126 +34%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$1.24M -$822K -29,885 -40%
TFA
107
Transamerica Financial Advisors
Florida
$1.23M +$413K +15,030 +51%
ACP
108
Arcus Capital Partners
Georgia
$1.22M +$1.22M +44,470 New
LS
109
Lattice Strategies
Pennsylvania
$1.21M -$39.6K -1,440 -3%
PPSG
110
Princeton Portfolio Strategies Group
New Jersey
$1.16M +$92.8K +3,375 +9%
FTS
111
Fifth Third Securities
Ohio
$1.15M +$498K +18,096 +76%
DBIA
112
Dumont & Blake Investment Advisors
New Jersey
$1.14M +$26.5K +965 +2%
VIA
113
Virtus Investment Advisers
Connecticut
$1.12M
JP Morgan Chase
114
JP Morgan Chase
New York
$1.08M +$121K +4,387 +13%
RFO
115
RiverGlades Family Offices
Florida
$1.06M
IF
116
IRON Financial
Illinois
$999K +$1M +36,500 New
WP
117
WealthSource Partners
California
$987K +$992K +36,078 New
MML Investors Services
118
MML Investors Services
Massachusetts
$924K -$1.1M -39,871 -54%
OAM
119
Occidental Asset Management
California
$922K -$68.7K -2,499 -7%
FAAS
120
First Allied Advisory Services
California
$914K -$781K -28,376 -46%
OC
121
Oppenheimer & Co
New York
$879K -$109K -3,960 -11%
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$867K -$4.24M -153,965 -83%
DSC
123
Duncker Streett & Co
Missouri
$857K +$1.87K +68 +0.2%
NGA
124
Naples Global Advisors
Florida
$833K -$27.5K -1,000 -3%
Lido Advisors
125
Lido Advisors
California
$813K +$527K +19,167 +181%