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State Street SPDR Bloomberg Short Term High Yield Bond ETF

265 hedge funds and large institutions have $1.7B invested in State Street SPDR Bloomberg Short Term High Yield Bond ETF in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 91 increasing their positions, 98 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

5% more funds holding

Funds holding: 252265 (+13)

7% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 98

7.46% less ownership

Funds ownership: 53.9%46.45% (-7.5%)

15% less funds holding in top 10

Funds holding in top 10: 2017 (-3)

24% less capital invested

Capital invested by funds: $2.24B → $1.7B (-$539M)

Holders
265
Holders Change
+13
Holders Change %
+5.16%
% of All Funds
6.07%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.39%
New
34
Increased
91
Reduced
98
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$274M -$297M -10,850,487 -52%
Ameriprise
2
Ameriprise
Minnesota
$210M -$49.1M -1,793,534 -19%
Wells Fargo
3
Wells Fargo
California
$83.9M +$5.77M +210,626 +7%
Bank of America
4
Bank of America
North Carolina
$76.5M +$3.63M +132,681 +5%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$60.5M +$1.59M +58,165 +3%
Mitsubishi UFJ Trust & Banking
6
Mitsubishi UFJ Trust & Banking
Japan
$60M
QI
7
QS Investors
New York
$49.2M -$4.84M -176,733 -9%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$41.4M +$639K +23,342 +2%
Morgan Stanley
9
Morgan Stanley
New York
$39.5M +$10.3M +377,393 +35%
UBS Group
10
UBS Group
Switzerland
$36.1M -$2.54M -92,882 -7%
DOA
11
D'Orazio & Associates
Virginia
$26.2M -$500K -18,260 -2%
HI
12
Horizon Investments
North Carolina
$26.2M -$4.49M -163,750 -14%
CFIA
13
Cantor Fitzgerald Investment Advisors
New York
$26M -$716K -26,153 -3%
ERSOT
14
Employees Retirement System of Texas
Texas
$25.8M
AssetMark Inc
15
AssetMark Inc
California
$23.9M +$1.75M +63,864 +8%
SIC
16
Sigma Investment Counselors
Michigan
$23.9M +$455K +16,625 +2%
EWM
17
Empirical Wealth Management
Washington
$23.5M +$1.49M +54,452 +7%
Invesco
18
Invesco
Georgia
$23.4M -$4.82M -176,000 -17%
SMM
19
Stadion Money Management
Georgia
$22.4M -$112K -4,072 -0.5%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$21.9M +$1.34M +48,941 +6%
CCMG
21
Clark Capital Management Group
Pennsylvania
$19.1M +$1.57M +57,346 +9%
TNBTD
22
Trustmark National Bank Trust Department
Mississippi
$14.1M -$9.45M -345,048 -40%
BTS
23
BB&T Securities
Virginia
$14M +$2.31M +84,163 +20%
Goldman Sachs
24
Goldman Sachs
New York
$13.9M -$1.1K -40 -0%
VM
25
Value Monitoring
California
$12.9M +$12.9M +472,400 New