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State Street SPDR Bloomberg Short Term High Yield Bond ETF

209 hedge funds and large institutions have $2.9B invested in State Street SPDR Bloomberg Short Term High Yield Bond ETF in 2015 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 72 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

10% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 72

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

0% more funds holding

Funds holding: 209209 (0)

0.75% less ownership

Funds ownership: 68.16%67.41% (-0.75%)

11% less capital invested

Capital invested by funds: $3.26B → $2.9B (-$360M)

50% less call options, than puts

Call options by funds: $494K | Put options by funds: $997K

Holders
209
Holders Change
Holders Change %
0%
% of All Funds
5.63%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.73%
New
27
Increased
79
Reduced
72
Closed
26
Calls
$494K
Puts
$997K
Net Calls
-$503K
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$570M -$40.3M -1,380,634 -7%
RIG
2
RiverFront Investment Group
Virginia
$212M +$5.63M +193,010 +3%
Bank of America
3
Bank of America
North Carolina
$186M -$17.1M -587,135 -8%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$157M +$30.9M +1,059,430 +24%
QI
5
QS Investors
New York
$149M +$150M +5,141,533 New
Morgan Stanley
6
Morgan Stanley
New York
$135M -$10.8M -368,412 -7%
Ameriprise
7
Ameriprise
Minnesota
$132M -$20.6M -705,357 -13%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$120M -$26M -890,396 -18%
Wells Fargo
9
Wells Fargo
California
$107M +$3.39M +116,257 +3%
LPL Financial
10
LPL Financial
California
$81.7M -$3.61M -123,586 -4%
RJA
11
Raymond James & Associates
Florida
$80.3M +$37.9M +1,299,454 +88%
UBS Group
12
UBS Group
Switzerland
$80M -$6.17M -211,300 -7%
GI
13
Glovista Investments
New Jersey
$60M +$58.7M +2,011,344 +3,113%
MIH
14
Madison Investment Holdings
Wisconsin
$37.3M +$12.4M +423,825 +49%
TD Asset Management
15
TD Asset Management
Ontario, Canada
$36.2M -$3.96M -135,700 -10%
PRCM
16
Pine River Capital Management
Minnesota
$32.5M -$130M -4,462,547 -80%
DWM
17
Destination Wealth Management
California
$32.3M +$3.68M +126,098 +13%
NA
18
Nottingham Advisors
New York
$29.8M +$2.88M +98,749 +11%
RW
19
Rand Wealth
Maryland
$28.1M -$196K -6,702 -0.7%
AC
20
AFAM Capital
Texas
$23.4M -$6.98M -239,038 -23%
PNAA
21
Pictet North America Advisors
Switzerland
$22.6M +$892K +30,570 +4%
SIC
22
Sigma Investment Counselors
Michigan
$21.7M +$293K +10,030 +1%
WI
23
WBI Investments
New Jersey
$21.7M +$2.07M +70,822 +10%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$19M -$2.73M -93,646 -12%
BFG
25
Beacon Financial Group
Texas
$19M +$2.17M +74,236 +13%