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State Street SPDR Bloomberg Short Term High Yield Bond ETF

270 hedge funds and large institutions have $1.94B invested in State Street SPDR Bloomberg Short Term High Yield Bond ETF in 2018 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 115 increasing their positions, 90 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

28% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 90

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

14% more capital invested

Capital invested by funds: $1.7B → $1.94B (+$241M)

2.75% more ownership

Funds ownership: 46.45%49.2% (+2.8%)

2% more funds holding

Funds holding: 265270 (+5)

Holders
270
Holders Change
+5
Holders Change %
+1.89%
% of All Funds
6.17%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.48%
New
27
Increased
115
Reduced
90
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$341M +$2.62M +95,383 +1%
Creative Planning
2
Creative Planning
Kansas
$191M -$85.9M -3,129,320 -31%
Bank of America
3
Bank of America
North Carolina
$90.1M +$12.6M +459,539 +16%
Wells Fargo
4
Wells Fargo
California
$88.9M +$4M +145,828 +5%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$71.2M +$9.93M +361,800 +16%
Mitsubishi UFJ Trust & Banking
6
Mitsubishi UFJ Trust & Banking
Japan
$60.7M
WI
7
WBI Investments
New Jersey
$57.4M +$57.1M +2,082,160 New
GC
8
Grimes & Company
Massachusetts
$56.9M +$56.6M +2,061,331 New
QI
9
QS Investors
New York
$45.7M -$3.94M -143,592 -8%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.6M +$794K +28,922 +2%
UBS Group
11
UBS Group
Switzerland
$37.1M +$599K +21,824 +2%
Morgan Stanley
12
Morgan Stanley
New York
$37M -$2.85M -103,717 -7%
AssetMark Inc
13
AssetMark Inc
California
$34.8M +$10.6M +384,917 +44%
VM
14
Value Monitoring
California
$30.6M +$17.6M +640,308 +136%
JP Morgan Chase
15
JP Morgan Chase
New York
$25.9M +$24.7M +899,692 +2,323%
DOA
16
D'Orazio & Associates
Virginia
$25.3M -$1.21M -43,910 -5%
SIC
17
Sigma Investment Counselors
Michigan
$25.2M +$1.08M +39,514 +5%
EWM
18
Empirical Wealth Management
Washington
$24.9M +$1.14M +41,428 +5%
HI
19
Horizon Investments
North Carolina
$24.9M -$1.61M -58,579 -6%
CFIA
20
Cantor Fitzgerald Investment Advisors
New York
$24M -$2.24M -81,667 -9%
SMM
21
Stadion Money Management
Georgia
$23.2M +$552K +20,095 +2%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$20.7M -$1.52M -55,239 -7%
CCMG
23
Clark Capital Management Group
Pennsylvania
$20.6M +$1.25M +45,578 +7%
Invesco
24
Invesco
Georgia
$19.2M -$4.43M -161,500 -19%
HCM
25
Howard Capital Management
Georgia
$15.6M +$3.98M +145,052 +34%