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State Street SPDR Bloomberg Short Term High Yield Bond ETF

253 hedge funds and large institutions have $2.5B invested in State Street SPDR Bloomberg Short Term High Yield Bond ETF in 2017 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 70 increasing their positions, 90 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 21

15% more funds holding

Funds holding: 220253 (+33)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

1.7% less ownership

Funds ownership: 59.42%57.73% (-1.7%)

6% less capital invested

Capital invested by funds: $2.65B → $2.5B (-$146M)

22% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 90

Holders
253
Holders Change
+33
Holders Change %
+15%
% of All Funds
5.74%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.43%
New
56
Increased
70
Reduced
90
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$686M -$50.3M -1,815,159 -7%
Ameriprise
2
Ameriprise
Minnesota
$264M +$16.2M +583,736 +6%
BlackRock
3
BlackRock
New York
$119M +$110M +3,969,891 +1,151%
WI
4
WBI Investments
New Jersey
$105M -$1.47M -53,216 -1%
Mitsubishi UFJ Trust & Banking
5
Mitsubishi UFJ Trust & Banking
Japan
$82.7M
Bank of America
6
Bank of America
North Carolina
$74.7M -$3.13M -112,940 -4%
Wells Fargo
7
Wells Fargo
California
$68.2M -$9.79M -353,097 -12%
QI
8
QS Investors
New York
$60.7M -$4.47M -161,136 -7%
AssetMark Inc
9
AssetMark Inc
California
$55.8M +$7.34M +264,858 +15%
Morgan Stanley
10
Morgan Stanley
New York
$43.6M -$13.4M -482,993 -23%
WAMC
11
Western Asset Management Company
California
$42.1M +$42.4M +1,528,594 New
UBS Group
12
UBS Group
Switzerland
$39.5M +$700K +25,266 +2%
CCMG
13
Clark Capital Management Group
Pennsylvania
$39.2M +$4.12M +148,759 +12%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$32.6M -$14.4M -520,156 -31%
Invesco
15
Invesco
Georgia
$32.2M
GFPC
16
Global Financial Private Capital
Florida
$31.5M -$1.01M -36,580 -3%
CFIA
17
Cantor Fitzgerald Investment Advisors
New York
$27.8M -$1.59M -57,359 -5%
VM
18
Value Monitoring
California
$27.7M -$4.35M -156,980 -13%
DOA
19
D'Orazio & Associates
Virginia
$27.1M -$1.45M -52,373 -5%
GI
20
Glovista Investments
New Jersey
$26.6M +$26.8M +966,176 New
SMM
21
Stadion Money Management
Georgia
$22.6M +$559K +20,175 +3%
TNBTD
22
Trustmark National Bank Trust Department
Mississippi
$22.4M -$4.02M -145,146 -15%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$22.2M -$11.4M -411,939 -34%
SCM
24
SCS Capital Management
Massachusetts
$21.5M +$21.7M +781,482 New
SIC
25
Sigma Investment Counselors
Michigan
$21.1M +$821K +29,621 +4%