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State Street SPDR Bloomberg Short Term High Yield Bond ETF

209 hedge funds and large institutions have $2.49B invested in State Street SPDR Bloomberg Short Term High Yield Bond ETF in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 88 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

0.5% more ownership

Funds ownership: 70.68%71.18% (+0.5%)

0% more funds holding

Funds holding: 208209 (+1)

5% less capital invested

Capital invested by funds: $2.63B → $2.49B (-$145M)

22% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 88

Holders
209
Holders Change
+1
Holders Change %
+0.48%
% of All Funds
5.2%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.47%
New
26
Increased
69
Reduced
88
Closed
23
Calls
$624K
Puts
Net Calls
+$624K
Net Calls Change
+$306K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$756M +$49.5M +1,775,238 +7%
Ameriprise
2
Ameriprise
Minnesota
$238M +$59.6M +2,137,641 +35%
Bank of America
3
Bank of America
North Carolina
$118M -$14.6M -524,613 -11%
Wells Fargo
4
Wells Fargo
California
$104M -$11.4M -409,289 -10%
QI
5
QS Investors
New York
$72.5M -$3.79M -135,885 -5%
HIM
6
Hanlon Investment Management
New Jersey
$54.9M -$6.52M -233,702 -11%
Goldman Sachs
7
Goldman Sachs
New York
$52.1M -$17.7M -634,762 -25%
WI
8
WBI Investments
New Jersey
$52M -$6.99M -250,456 -12%
RJA
9
Raymond James & Associates
Florida
$52M -$27.3M -978,119 -34%
Morgan Stanley
10
Morgan Stanley
New York
$50.9M +$765K +27,426 +2%
BAM
11
BTS Asset Management
Massachusetts
$48M +$16.9M +607,424 +55%
UBS Group
12
UBS Group
Switzerland
$46.6M +$3.07M +109,940 +7%
HI
13
Horizon Investments
North Carolina
$45.4M -$22.1M -790,982 -33%
AssetMark Inc
14
AssetMark Inc
California
$37.6M +$8.07M +289,198 +27%
GFPC
15
Global Financial Private Capital
Florida
$36.7M +$36.7M +1,313,829 New
DOA
16
D'Orazio & Associates
Virginia
$29.9M -$767K -27,477 -3%
EMA
17
Efficient Market Advisors
California
$29.1M -$1.48M -53,052 -5%
CCMG
18
Clark Capital Management Group
Pennsylvania
$27.7M +$5.29M +189,637 +24%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$26.2M -$2.81M -100,722 -10%
TNBTD
20
Trustmark National Bank Trust Department
Mississippi
$25.6M +$3.44M +123,191 +16%
TD Asset Management
21
TD Asset Management
Ontario, Canada
$24.1M +$2.46M +88,000 +11%
SAM
22
Sentinel Asset Management
Vermont
$23.4M -$27.3M -979,634 -54%
State Street
23
State Street
Massachusetts
$21.9M +$4.6M +165,044 +27%
SMM
24
Stadion Money Management
Georgia
$20.8M -$25.7K -921 -0.1%
FA
25
FDx Advisors
Illinois
$20M -$3.08M -110,282 -13%