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State Street SPDR Bloomberg Short Term High Yield Bond ETF

273 hedge funds and large institutions have $1.7B invested in State Street SPDR Bloomberg Short Term High Yield Bond ETF in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 102 increasing their positions, 85 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 32

40% more capital invested

Capital invested by funds: $1.21B → $1.7B (+$489M)

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

20% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 85

9.17% more ownership

Funds ownership: 44.06%53.23% (+9.2%)

7% more funds holding

Funds holding: 254273 (+19)

Holders
273
Holders Change
+19
Holders Change %
+7.48%
% of All Funds
5.91%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.35%
New
54
Increased
102
Reduced
85
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPSG
126
Princeton Portfolio Strategies Group
New Jersey
$832K +$102K +3,800 +14%
NFG
127
Next Financial Group
Texas
$799K +$782K +29,025 +10,078%
NFH
128
NEXT Financial Holdings
Texas
$799K +$790K +29,313 New
MHS
129
M Holdings Securities
Oregon
$795K +$781 +29 +0.1%
LFAS
130
Level Four Advisory Services
Texas
$787K -$46.7K -1,734 -6%
CTA
131
Chesley Taft & Associates
Illinois
$787K +$102K +3,781 +15%
NGA
132
Naples Global Advisors
Florida
$785K -$35K -1,300 -4%
VCM
133
Virtue Capital Management
Tennessee
$785K +$408K +15,159 +111%
WAMC
134
Western Asset Management Company
California
$774K -$1.47M -54,414 -66%
AIP
135
Ameritas Investment Partners
Nebraska
$710K +$3.91K +145 +0.6%
TSS
136
Two Sigma Securities
New York
$690K -$544K -20,208 -44%
UCFA
137
United Capital Financial Advisors
Texas
$690K -$28.2K -1,047 -4%
AGA
138
Arkos Global Advisors
Texas
$675K
OIA
139
OneDigital Investment Advisors
Kansas
$668K -$9.91K -368 -1%
NIC
140
Northwest Investment Counselors
Oregon
$664K -$20.4K -757 -3%
Commonwealth Equity Services
141
Commonwealth Equity Services
Massachusetts
$662K +$34.2K +1,271 +6%
OWA
142
Outlook Wealth Advisors
Texas
$658K +$651K +24,159 New
PGFC
143
Peapack-Gladstone Financial Corp
New Jersey
$651K
GSWM
144
Golden State Wealth Management
California
$636K +$629K +23,336 New
CAN
145
Cetera Advisor Networks
California
$610K +$11.5K +426 +2%
WI
146
WrapManager Inc
California
$560K -$177K -6,558 -24%
OAM
147
Occidental Asset Management
California
$560K
LS
148
Lattice Strategies
Pennsylvania
$557K -$190K -7,060 -26%
FF
149
Friedenthal Financial
New Jersey
$555K +$548K +20,355 New
AWM
150
Altium Wealth Management
New York
$548K +$155K +5,746 +40%