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State Street SPDR Bloomberg Short Term High Yield Bond ETF

203 hedge funds and large institutions have $2.46B invested in State Street SPDR Bloomberg Short Term High Yield Bond ETF in 2014 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 75 increasing their positions, 64 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 35

17% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 64

7% more funds holding

Funds holding: 190203 (+13)

3.45% more ownership

Funds ownership: 58.1%61.56% (+3.5%)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

66% less capital invested

Capital invested by funds: $7.21B → $2.46B (-$4.75B)

Holders
203
Holders Change
+13
Holders Change %
+6.84%
% of All Funds
5.41%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.53%
New
53
Increased
75
Reduced
64
Closed
35
Calls
$36.5M
Puts
Net Calls
+$36.5M
Net Calls Change
+$37.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PRCM
1
Pine River Capital Management
Minnesota
$197M +$201M +6,806,509 New
AUIM
2
Aegon USA Investment Management
Iowa
$192M +$65.7M +2,228,005 +51%
Bank of America
3
Bank of America
North Carolina
$190M -$26.9M -910,633 -12%
Ameriprise
4
Ameriprise
Minnesota
$168M +$7.92M +268,470 +5%
RIG
5
RiverFront Investment Group
Virginia
$161M -$33.8M -1,145,952 -17%
Morgan Stanley
6
Morgan Stanley
New York
$131M -$17.2M -584,187 -11%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$119M -$20.5M -693,407 -14%
Wells Fargo
8
Wells Fargo
California
$106M -$30.5M -1,034,622 -22%
BTS
9
BB&T Securities
Virginia
$94.7M +$367K +12,438 +4%
LPL Financial
10
LPL Financial
California
$90.1M -$1.48M -50,280 -2%
UBS Group
11
UBS Group
Switzerland
$79.9M +$81.6M +2,765,099 New
ACM
12
Aviance Capital Management
Florida
$62.1M +$47.5M +1,609,140 +298%
Creative Planning
13
Creative Planning
Kansas
$38.7M +$20.2M +686,270 +105%
TD Asset Management
14
TD Asset Management
Ontario, Canada
$35.2M -$1.45M -49,200 -4%
AC
15
AFAM Capital
Texas
$35M -$471K -15,975 -1%
Citigroup
16
Citigroup
New York
$32.9M +$14M +475,678 +72%
RW
17
Rand Wealth
Maryland
$27.6M +$2.54M +86,211 +10%
WCM
18
Windham Capital Management
Massachusetts
$27.6M +$17.9M +606,845 +174%
RJA
19
Raymond James & Associates
Florida
$27.5M -$18.1K -612 -0.1%
DWM
20
Destination Wealth Management
California
$26.7M -$1.9M -64,424 -7%
CIA
21
Capital Investment Advisors
Georgia
$23.9M +$1.33M +45,099 +6%
Deutsche Bank
22
Deutsche Bank
Germany
$23.6M +$8.19M +277,826 +52%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$23.4M -$3.27M -110,933 -12%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$23M -$26.6M -902,485 -53%
PNAA
25
Pictet North America Advisors
Switzerland
$22.1M -$23M -781,457 -51%