We are live on ! Find out more
SJNK icon

State Street SPDR Bloomberg Short Term High Yield Bond ETF

280 hedge funds and large institutions have $2.36B invested in State Street SPDR Bloomberg Short Term High Yield Bond ETF in 2019 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 91 increasing their positions, 102 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 33

10% more funds holding

Funds holding: 254280 (+26)

8% more capital invested

Capital invested by funds: $2.18B → $2.36B (+$185M)

4.18% more ownership

Funds ownership: 65.76%69.94% (+4.2%)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

11% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 102

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $239K

Holders
280
Holders Change
+26
Holders Change %
+10.24%
% of All Funds
5.52%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.35%
New
61
Increased
91
Reduced
102
Closed
33
Calls
Puts
$239K
Net Calls
-$239K
Net Calls Change
-$9K
Name Holding Trade Value Shares
Change
Change in
Stake
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$537M +$99.1M +3,700,000 +23%
Wells Fargo
2
Wells Fargo
California
$257M -$13.5M -505,549 -5%
Ameriprise
3
Ameriprise
Minnesota
$217M +$11.4M +425,436 +6%
BlackRock
4
BlackRock
New York
$94.3M +$5.82M +217,200 +7%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$80.4M +$23M +858,130 +40%
SCM
6
SCS Capital Management
Massachusetts
$72.2M +$71.8M +2,681,164 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$64.2M -$1.77M -66,247 -3%
Bank of America
8
Bank of America
North Carolina
$63.5M -$3.69M -137,689 -6%
AssetMark Inc
9
AssetMark Inc
California
$49.7M +$1.83M +68,137 +4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$46.7M +$609K +22,739 +1%
UBS Group
11
UBS Group
Switzerland
$41.9M -$4.86M -181,389 -10%
EWM
12
Empirical Wealth Management
Washington
$34.1M +$2.97M +110,935 +10%
QI
13
QS Investors
New York
$33M -$3.13M -116,922 -9%
VM
14
Value Monitoring
California
$32.2M +$8.92M +333,112 +39%
CCMG
15
Clark Capital Management Group
Pennsylvania
$31.3M +$1.41M +52,528 +5%
SIC
16
Sigma Investment Counselors
Michigan
$31M +$2.83M +105,713 +10%
State Street
17
State Street
Massachusetts
$27.5M +$17.8M +666,010 +187%
BMM
18
Berkshire Money Management
Massachusetts
$25.8M +$666K +24,851 +3%
DOA
19
D'Orazio & Associates
Virginia
$23.8M +$55.7K +2,081 +0.2%
Morgan Stanley
20
Morgan Stanley
New York
$23M +$515K +19,235 +2%
Truist Financial
21
Truist Financial
North Carolina
$23M +$22.8M +852,626 New
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$18M +$17.9M +668,531 New
Jane Street
23
Jane Street
New York
$16.7M -$9.14M -341,076 -36%
FIM
24
Freedom Investment Management
Connecticut
$16.6M -$5.24M -195,578 -24%
CFIA
25
Cantor Fitzgerald Investment Advisors
New York
$16.4M -$401K -14,954 -2%