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State Street SPDR Bloomberg Short Term High Yield Bond ETF

208 hedge funds and large institutions have $2.63B invested in State Street SPDR Bloomberg Short Term High Yield Bond ETF in 2016 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 74 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 17

16% more funds holding

Funds holding: 179208 (+29)

14% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 65

12% more capital invested

Capital invested by funds: $2.36B → $2.63B (+$277M)

0.31% less ownership

Funds ownership: 70.99%70.68% (-0.31%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
208
Holders Change
+29
Holders Change %
+16.2%
% of All Funds
5.2%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.45%
New
47
Increased
74
Reduced
65
Closed
17
Calls
$318K
Puts
Net Calls
+$318K
Net Calls Change
+$24K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$699M +$37.2M +1,351,540 +6%
Ameriprise
2
Ameriprise
Minnesota
$166M +$33.9M +1,233,183 +25%
Bank of America
3
Bank of America
North Carolina
$131M +$3.33M +120,838 +3%
RIG
4
RiverFront Investment Group
Virginia
$121M -$34.8M -1,263,490 -22%
Wells Fargo
5
Wells Fargo
California
$114M +$5.25M +190,729 +5%
RJA
6
Raymond James & Associates
Florida
$78.6M -$2.71M -98,589 -3%
QI
7
QS Investors
New York
$75.6M -$8.93M -324,375 -11%
Goldman Sachs
8
Goldman Sachs
New York
$69.2M +$68.8M +2,498,644 New
HI
9
Horizon Investments
North Carolina
$66.9M +$66.5M +2,416,164 New
HIM
10
Hanlon Investment Management
New Jersey
$60.8M -$7.64M -277,435 -11%
WI
11
WBI Investments
New Jersey
$58.5M +$58.1M +2,111,996 New
Mitsubishi UFJ Trust & Banking
12
Mitsubishi UFJ Trust & Banking
Japan
$55.4M +$55.1M +2,000,000 New
SAM
13
Sentinel Asset Management
Vermont
$50.3M
Morgan Stanley
14
Morgan Stanley
New York
$49.6M +$9.47M +343,928 +24%
UBS Group
15
UBS Group
Switzerland
$43.1M -$1.53M -55,641 -3%
VM
16
Value Monitoring
California
$37M +$36.8M +1,335,746 New
BAM
17
BTS Asset Management
Massachusetts
$30.7M +$25.6M +929,141 +513%
DOA
18
D'Orazio & Associates
Virginia
$30.3M +$245K +8,891 +0.8%
EMA
19
Efficient Market Advisors
California
$30.3M +$1.06M +38,347 +4%
AssetMark Inc
20
AssetMark Inc
California
$29.2M +$6.06M +220,171 +26%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$28.7M -$18.5M -672,094 -39%
AIM
22
Astor Investment Management
Illinois
$27.3M +$281K +10,190 +1%
FA
23
FDx Advisors
Illinois
$22.9M +$17.7M +643,460 +353%
CCMG
24
Clark Capital Management Group
Pennsylvania
$22.1M +$3.27M +118,926 +17%
TNBTD
25
Trustmark National Bank Trust Department
Mississippi
$21.9M +$2.89M +104,996 +15%