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State Street SPDR Bloomberg Short Term High Yield Bond ETF

280 hedge funds and large institutions have $2.36B invested in State Street SPDR Bloomberg Short Term High Yield Bond ETF in 2019 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 91 increasing their positions, 102 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 33

10% more funds holding

Funds holding: 254280 (+26)

8% more capital invested

Capital invested by funds: $2.18B → $2.36B (+$185M)

4.18% more ownership

Funds ownership: 65.76%69.94% (+4.2%)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

11% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 102

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $239K

Holders
280
Holders Change
+26
Holders Change %
+10.24%
% of All Funds
5.52%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.35%
New
61
Increased
91
Reduced
102
Closed
33
Calls
Puts
$239K
Net Calls
-$239K
Net Calls Change
-$9K
Name Holding Trade Value Shares
Change
Change in
Stake
SWRP
201
Summit Wealth & Retirement Planning
California
$202K
CAGAS
202
Capital Advisory Group Advisory Services
Minnesota
$199K +$107K +4,000 +117%
CP
203
Covenant Partners
Tennessee
$195K +$194K +7,240 New
FGAM
204
Financial Gravity Asset Management
Texas
$192K -$88.8K -3,315 -18%
AWM
205
Avior Wealth Management
Nebraska
$157K +$23.7K +884 +18%
HPC
206
HM Payson & Co
Maine
$154K -$238K -8,885 -61%
Simplex Trading
207
Simplex Trading
Illinois
$154K +$154K +5,732 New
AAM
208
Advisors Asset Management
Colorado
$138K -$65K -2,425 -32%
VCP
209
Verus Capital Partners
Arizona
$134K +$133K +4,972 New
AA
210
Advisory Alpha
Michigan
$132K +$3.27K +122 +3%
JPLA
211
Joseph P. Lucia & Associates
New York
$129K
LFASL
212
Lugano Financial Advisors SA (LFA)
Switzerland
$128K +$127K +4,745 New
RFA
213
Reilly Financial Advisors
California
$122K +$6.3K +235 +5%
BAM
214
Belpointe Asset Management
Nevada
$120K +$119K +4,455 New
KBFS
215
Kohmann Bosshard Financial Services
Ohio
$107K
SG Americas Securities
216
SG Americas Securities
New York
$105K
CTC
217
Central Trust Company
Missouri
$105K +$104K +3,885 New
ACA
218
Aptus Capital Advisors
Alabama
$99K +$24.4K +912 +33%
US Bancorp
219
US Bancorp
Minnesota
$93K -$9.51K -355 -9%
WP
220
WealthShield Partners
North Carolina
$93K
JCM
221
Jacobi Capital Management
Pennsylvania
$76K -$5.36K -200 -7%
Bank of Montreal
222
Bank of Montreal
Ontario, Canada
$75K -$63.5K -2,372 -46%
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
$72K -$23.8K -890 -25%
AIC
224
Archer Investment Corporation
Indiana
$71K +$70.8K +2,641 New
IA
225
IFP Advisors
Florida
$65K +$57.8K +2,157 +741%