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State Street SPDR Bloomberg Short Term High Yield Bond ETF

183 hedge funds and large institutions have $1.84B invested in State Street SPDR Bloomberg Short Term High Yield Bond ETF in 2016 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 70 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

1.91% more ownership

Funds ownership: 65.64%67.55% (+1.9%)

0% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 70

4% less capital invested

Capital invested by funds: $1.92B → $1.84B (-$80.9M)

6% less funds holding

Funds holding: 194183 (-11)

31% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 35

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.99M

Holders
183
Holders Change
-11
Holders Change %
-5.67%
% of All Funds
4.88%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.45%
New
24
Increased
70
Reduced
70
Closed
35
Calls
Puts
$1.99M
Net Calls
-$1.99M
Net Calls Change
-$2.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$545M +$27.5M +1,092,601 +5%
RIG
2
RiverFront Investment Group
Virginia
$108M +$19.1M +759,347 +22%
Wells Fargo
3
Wells Fargo
California
$101M +$10.1M +400,971 +11%
Ameriprise
4
Ameriprise
Minnesota
$87.7M -$18.4M -728,827 -18%
QI
5
QS Investors
New York
$86.2M -$9.5M -376,947 -10%
Bank of America
6
Bank of America
North Carolina
$74.3M -$40.6M -1,611,115 -36%
RJA
7
Raymond James & Associates
Florida
$61.4M +$6.31M +250,191 +12%
HIM
8
Hanlon Investment Management
New Jersey
$36.1M +$35.2M +1,397,768 New
UBS Group
9
UBS Group
Switzerland
$36M +$3.88M +153,735 +12%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$34.8M -$104M -4,137,500 -75%
Morgan Stanley
11
Morgan Stanley
New York
$31.8M -$16.1M -638,863 -34%
AssetMark Inc
12
AssetMark Inc
California
$28.7M +$21.2M +841,980 +314%
AIM
13
Astor Investment Management
Illinois
$28.3M +$9.03M +357,953 +49%
EMA
14
Efficient Market Advisors
California
$25.3M +$5.77M +228,747 +31%
NA
15
Nottingham Advisors
New York
$24.5M
ACM
16
Aviance Capital Management
Florida
$24.2M +$7.3M +289,466 +45%
DOA
17
D'Orazio & Associates
Virginia
$23.3M +$1.06M +42,225 +5%
TD Asset Management
18
TD Asset Management
Ontario, Canada
$21.8M +$5.79M +229,800 +37%
LPL Financial
19
LPL Financial
California
$21.8M -$16.5M -655,522 -43%
WCM
20
Windham Capital Management
Massachusetts
$19.7M +$19.2M +761,436 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$19.5M -$17.9M -710,701 -48%
EWM
22
Empirical Wealth Management
Washington
$17.3M +$2.14M +84,949 +14%
SIC
23
Sigma Investment Counselors
Michigan
$16.7M +$181K +7,191 +1%
DWM
24
Destination Wealth Management
California
$16.3M
MLM
25
Mount Lucas Management
Pennsylvania
$15.3M -$156K -6,168 -1%