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State Street SPDR Bloomberg Short Term High Yield Bond ETF

273 hedge funds and large institutions have $1.7B invested in State Street SPDR Bloomberg Short Term High Yield Bond ETF in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 102 increasing their positions, 85 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 32

40% more capital invested

Capital invested by funds: $1.21B → $1.7B (+$489M)

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

20% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 85

9.17% more ownership

Funds ownership: 44.06%53.23% (+9.2%)

7% more funds holding

Funds holding: 254273 (+19)

Holders
273
Holders Change
+19
Holders Change %
+7.48%
% of All Funds
5.91%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.35%
New
54
Increased
102
Reduced
85
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$273M +$206M +7,659,407 +327%
Ameriprise
2
Ameriprise
Minnesota
$238M +$19.3M +717,309 +9%
Bank of America
3
Bank of America
North Carolina
$64.6M -$7M -259,934 -10%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$45M +$1.12M +41,410 +3%
AssetMark Inc
5
AssetMark Inc
California
$40.2M +$39.8M +1,476,044 +741,731%
Jane Street
6
Jane Street
New York
$40.1M +$39M +1,448,041 +5,942%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$39.3M +$21M +779,504 +118%
QI
8
QS Investors
New York
$39M -$1.87M -69,365 -5%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38.8M +$1.61M +59,778 +4%
WHG
10
Westwood Holdings Group
Texas
$35.3M +$13.1M +487,863 +60%
VM
11
Value Monitoring
California
$33.2M +$32.8M +1,216,756 New
EWM
12
Empirical Wealth Management
Washington
$29.5M +$2.69M +99,907 +10%
Morgan Stanley
13
Morgan Stanley
New York
$28.9M -$782K -29,045 -3%
ERSOT
14
Employees Retirement System of Texas
Texas
$27.3M
UBS Group
15
UBS Group
Switzerland
$26.9M -$2.26M -83,909 -8%
SIC
16
Sigma Investment Counselors
Michigan
$26.2M +$865K +32,101 +3%
GI
17
Glovista Investments
New Jersey
$26.1M +$25.8M +958,472 New
DOA
18
D'Orazio & Associates
Virginia
$24.3M -$287K -10,647 -1%
NAS
19
Nicolet Advisory Services
Wisconsin
$24M +$23.7M +880,031 New
BMM
20
Berkshire Money Management
Massachusetts
$22.7M +$3.1M +114,932 +16%
IA
21
IndexIQ Advisors
New York
$22.5M +$14.2M +527,047 +176%
CCMG
22
Clark Capital Management Group
Pennsylvania
$22M +$21.8M +808,586 New
HIM
23
Hanlon Investment Management
New Jersey
$21M +$20.7M +768,992 New
FIM
24
Freedom Investment Management
Connecticut
$20.8M +$2.22M +82,361 +12%
State of Tennessee, Department of Treasury
25
State of Tennessee, Department of Treasury
Tennessee
$19.6M -$3.36M -124,800 -15%