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State Street SPDR Bloomberg Short Term High Yield Bond ETF

126 hedge funds and large institutions have $1.52B invested in State Street SPDR Bloomberg Short Term High Yield Bond ETF in 2013 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 60 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 8

300% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 15

113% more capital invested

Capital invested by funds: $713M → $1.52B (+$806M)

80% more funds holding in top 10

Funds holding in top 10: 1018 (+8)

40% more funds holding

Funds holding: 90126 (+36)

11.55% more ownership

Funds ownership: 49.69%61.24% (+12%)

Holders
126
Holders Change
+36
Holders Change %
+40%
% of All Funds
4.09%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.58%
New
46
Increased
60
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$183M +$159M +5,209,489 +668%
AUIM
2
Aegon USA Investment Management
Iowa
$140M +$140M +4,587,310 New
Morgan Stanley
3
Morgan Stanley
New York
$138M +$31.4M +1,032,068 +30%
Wells Fargo
4
Wells Fargo
California
$123M +$19.6M +641,720 +19%
WI
5
WBI Investments
New Jersey
$93.6M +$16.4M +538,779 +21%
Bank of America
6
Bank of America
North Carolina
$84.8M +$38.6M +1,265,347 +84%
BTS
7
BB&T Securities
Virginia
$74.3M +$6.2M +203,319 +507%
TD Asset Management
8
TD Asset Management
Ontario, Canada
$70.9M +$33.9M +1,112,700 +92%
WCM
9
Weatherstone Capital Management
Colorado
$69.2M +$55.9M +1,833,461 +427%
U
10
UBS
Switzerland
$62.6M +$5.39M +176,828 +9%
JP Morgan Chase
11
JP Morgan Chase
New York
$26M +$9.59M +314,832 +59%
DWM
12
Destination Wealth Management
California
$25.9M +$380K +12,460 +1%
SGCA
13
Steel Grove Capital Advisors
Tennessee
$25.6M +$25.5M +837,881 New
LPL Financial
14
LPL Financial
California
$20.8M +$4.1M +134,555 +25%
Deutsche Bank
15
Deutsche Bank
Germany
$18.1M +$18M +590,083 +14,305%
BCI
16
Brinker Capital Investments
Pennsylvania
$16.9M +$2.72M +89,364 +19%
PWAG
17
Polaris Wealth Advisory Group
California
$16.6M +$16.5M +542,295 New
BWAM
18
Boyd Watterson Asset Management
Ohio
$16.4M +$1.78M +58,299 +12%
ST
19
Spinnaker Trust
Maine
$14.9M +$14.8M +487,349 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$14.6M +$2.95M +96,717 +25%
BCMO
21
Buckingham Capital Management (Ohio)
Ohio
$14M +$3.95M +129,759 +39%
Jane Street
22
Jane Street
New York
$13.7M +$13.7M +449,293 New
YMRC
23
Yorktown Management & Research Company
Virginia
$13M +$853K +28,000 +7%
Lazard Asset Management
24
Lazard Asset Management
New York
$12.3M
HIM
25
Hanlon Investment Management
New Jersey
$11.1M +$11.1M +362,962 New