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State Street SPDR Bloomberg Short Term High Yield Bond ETF

220 hedge funds and large institutions have $2.65B invested in State Street SPDR Bloomberg Short Term High Yield Bond ETF in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 72 increasing their positions, 79 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

7% more funds holding

Funds holding: 205220 (+15)

5% more capital invested

Capital invested by funds: $2.51B → $2.65B (+$138M)

9% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 79

1.9% less ownership

Funds ownership: 61.32%59.42% (-1.9%)

Holders
220
Holders Change
+15
Holders Change %
+7.32%
% of All Funds
5.49%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.45%
New
36
Increased
72
Reduced
79
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$747M -$17.7M -634,628 -2%
Ameriprise
2
Ameriprise
Minnesota
$251M +$22.4M +801,974 +10%
WI
3
WBI Investments
New Jersey
$108M -$2.15M -76,994 -2%
Mitsubishi UFJ Trust & Banking
4
Mitsubishi UFJ Trust & Banking
Japan
$83.9M +$55.8M +2,000,000 +200%
BAM
5
BTS Asset Management
Massachusetts
$83.9M
Wells Fargo
6
Wells Fargo
California
$79.1M -$27M -969,935 -26%
Bank of America
7
Bank of America
North Carolina
$79M -$5.37M -192,443 -6%
QI
8
QS Investors
New York
$66.1M -$3.39M -121,481 -5%
RJA
9
Raymond James & Associates
Florida
$64.3M +$5.67M +203,270 +10%
Morgan Stanley
10
Morgan Stanley
New York
$57.8M +$7.52M +269,574 +15%
AssetMark Inc
11
AssetMark Inc
California
$49.3M +$4.78M +171,546 +11%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$47.7M -$2.7M -96,800 -5%
UBS Group
13
UBS Group
Switzerland
$39.4M -$11.2M -400,163 -22%
CCMG
14
Clark Capital Management Group
Pennsylvania
$35.6M +$4.59M +164,544 +15%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$34.8M +$4.04M +145,067 +13%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$34.1M +$31.4M +1,125,139 +1,202%
WCM
17
Weatherstone Capital Management
Colorado
$33.5M +$974K +34,941 +3%
GFPC
18
Global Financial Private Capital
Florida
$33M -$5.15M -184,644 -14%
Invesco
19
Invesco
Georgia
$32.7M
VM
20
Value Monitoring
California
$32.5M +$32.4M +1,162,980 New
CFIA
21
Cantor Fitzgerald Investment Advisors
New York
$29.8M -$404K -14,504 -1%
DOA
22
D'Orazio & Associates
Virginia
$28.9M +$892K +31,987 +3%
TNBTD
23
Trustmark National Bank Trust Department
Mississippi
$26.7M -$960K -34,439 -3%
SMM
24
Stadion Money Management
Georgia
$22.4M +$994K +35,648 +5%
SAM
25
Sentinel Asset Management
Vermont
$22.2M -$1.26M -45,324 -5%