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State Street SPDR Bloomberg Short Term High Yield Bond ETF

182 hedge funds and large institutions have $2.6B invested in State Street SPDR Bloomberg Short Term High Yield Bond ETF in 2014 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 104 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 40

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

15% more funds holding in top 10

Funds holding in top 10: 2630 (+4)

6% more capital invested

Capital invested by funds: $2.46B → $2.6B (+$146M)

5% more funds holding

Funds holding: 173182 (+9)

5.45% less ownership

Funds ownership: 63.1%57.65% (-5.4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $647K

Holders
182
Holders Change
+9
Holders Change %
+5.2%
% of All Funds
5.23%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.86%
New
25
Increased
104
Reduced
40
Closed
15
Calls
Puts
$647K
Net Calls
-$647K
Net Calls Change
-$647K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$247M +$46.5M +1,505,882 +23%
RIG
2
RiverFront Investment Group
Virginia
$200M +$6M +194,285 +3%
ACM
3
Aviance Capital Management
Florida
$182M +$21.9M +710,439 +14%
Wells Fargo
4
Wells Fargo
California
$171M -$2.38M -77,046 -1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$168M +$13.1M +423,709 +8%
Morgan Stanley
6
Morgan Stanley
New York
$154M -$18.4M -595,792 -11%
Ameriprise
7
Ameriprise
Minnesota
$152M +$47.2M +1,527,723 +45%
AUIM
8
Aegon USA Investment Management
Iowa
$128M +$317K +10,253 +0.2%
BTS
9
BB&T Securities
Virginia
$101M +$1.35M +43,726 +15%
LPL Financial
10
LPL Financial
California
$99.1M +$10.5M +340,533 +12%
U
11
UBS
Switzerland
$97.9M +$9.78M +316,516 +11%
PNAA
12
Pictet North America Advisors
Switzerland
$48.7M -$224K -7,244 -0.5%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$45.4M +$3.52M +113,797 +8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$43M +$5.79M +187,418 +16%
TD Asset Management
15
TD Asset Management
Ontario, Canada
$38.9M +$232K +7,500 +0.6%
WCM
16
Weatherstone Capital Management
Colorado
$38M +$1.74M +56,314 +5%
AC
17
AFAM Capital
Texas
$33.1M +$9.76M +315,854 +42%
RJA
18
Raymond James & Associates
Florida
$28.2M +$3.75M +121,462 +15%
DWM
19
Destination Wealth Management
California
$27.6M +$525K +16,978 +2%
RW
20
Rand Wealth
Maryland
$25.9M +$25.8M +835,525 New
TAG
21
Tactical Allocation Group
Michigan
$25.7M -$2.52M -81,588 -9%
CIA
22
Capital Investment Advisors
Georgia
$21.7M +$4.93M +159,671 +30%
SIC
23
Sigma Investment Counselors
Michigan
$21.7M +$212K +6,851 +1%
PWAG
24
Polaris Wealth Advisory Group
California
$20.5M +$1.29M +41,608 +7%
ECML
25
Eagle Capital Management (Louisiana)
Louisiana
$20.3M +$408K +13,192 +2%