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State Street SPDR Bloomberg Short Term High Yield Bond ETF

254 hedge funds and large institutions have $1.21B invested in State Street SPDR Bloomberg Short Term High Yield Bond ETF in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 70 increasing their positions, 108 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.14% less ownership

Funds ownership: 49.2%44.06% (-5.1%)

6% less funds holding

Funds holding: 270254 (-16)

20% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 59

35% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 108

38% less capital invested

Capital invested by funds: $1.94B → $1.21B (-$731M)

38% less funds holding in top 10

Funds holding in top 10: 2113 (-8)

Holders
254
Holders Change
-16
Holders Change %
-5.93%
% of All Funds
5.66%
Holding in Top 10
13
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-38.1%
% of All Funds
0.29%
New
47
Increased
70
Reduced
108
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$210M +$7.5M +279,211 +4%
DCM
2
DeGreen Capital Management
Arizona
$80.3M +$3.54M +131,757 +75%
Bank of America
3
Bank of America
North Carolina
$68.5M -$17M -633,361 -19%
Wells Fargo
4
Wells Fargo
California
$61.1M -$23.5M -874,899 -27%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$41.9M -$26M -969,005 -38%
ERSOT
6
Employees Retirement System of Texas
Texas
$41.6M
QI
7
QS Investors
New York
$39.1M -$4.24M -158,112 -10%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.5M -$4.81M -179,115 -12%
Morgan Stanley
9
Morgan Stanley
New York
$28.3M -$6.82M -254,054 -19%
UBS Group
10
UBS Group
Switzerland
$27.8M -$7.44M -277,169 -21%
EWM
11
Empirical Wealth Management
Washington
$25.6M +$2.19M +81,755 +9%
SIC
12
Sigma Investment Counselors
Michigan
$24.1M +$365K +13,591 +1%
DOA
13
D'Orazio & Associates
Virginia
$23.5M -$346K -12,896 -1%
State of Tennessee, Department of Treasury
14
State of Tennessee, Department of Treasury
Tennessee
$21.9M +$12.4M +460,200 +120%
WHG
15
Westwood Holdings Group
Texas
$21M +$21.7M +808,585 New
CFIA
16
Cantor Fitzgerald Investment Advisors
New York
$21M -$1.65M -61,334 -7%
BMM
17
Berkshire Money Management
Massachusetts
$18.7M +$8.71M +324,448 +82%
Invesco
18
Invesco
Georgia
$18.3M +$134K +5,000 +0.7%
FIM
19
Freedom Investment Management
Connecticut
$17.7M +$18.3M +680,415 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$17.2M -$2.36M -87,757 -12%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$13.5M +$13.9M +518,012 New
TNBTD
22
Trustmark National Bank Trust Department
Mississippi
$13.2M +$1.4M +51,973 +11%
BTS
23
BB&T Securities
Virginia
$12.6M -$1.07M -39,745 -8%
WS
24
Wela Strategies
Georgia
$12M +$395K +14,724 +3%
Creative Planning
25
Creative Planning
Kansas
$10.3M -$175M -6,512,628 -94%