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State Street SPDR Bloomberg Short Term High Yield Bond ETF

318 hedge funds and large institutions have $2.19B invested in State Street SPDR Bloomberg Short Term High Yield Bond ETF in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 104 increasing their positions, 130 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.78% less ownership

Funds ownership: 68.97%67.19% (-1.8%)

8% less funds holding

Funds holding: 347318 (-29)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

20% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 130

33% less capital invested

Capital invested by funds: $3.26B → $2.19B (-$1.07B)

40% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 63

Holders
318
Holders Change
-29
Holders Change %
-8.36%
% of All Funds
5.07%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.29%
New
38
Increased
104
Reduced
130
Closed
63
Calls
$636K
Puts
Net Calls
+$636K
Net Calls Change
+$865K
Name Holding Trade Value Shares
Change
Change in
Stake
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$242M -$49.3M -2,000,000 -17%
Ameriprise
2
Ameriprise
Minnesota
$223M +$53.1M +2,152,209 +32%
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$173M +$61.6M +2,500,000 +56%
GC
4
Grimes & Company
Massachusetts
$154M +$153M +6,195,592 New
Wells Fargo
5
Wells Fargo
California
$60.7M +$795K +32,253 +1%
EMPI
6
Elo Mutual Pension Insurance
Finland
$56M
LPL Financial
7
LPL Financial
California
$55M -$1.39M -56,305 -2%
Bank of America
8
Bank of America
North Carolina
$54.2M -$2.4M -97,373 -4%
EWM
9
Empirical Wealth Management
Washington
$53.2M +$2.38M +96,642 +5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$44.3M -$1.5M -60,890 -3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$40.9M -$42.2M -1,710,713 -51%
JFG
12
Jefferies Financial Group
New York
$39.8M -$10.5M -427,765 -21%
BMM
13
Berkshire Money Management
Massachusetts
$39.6M +$1.84M +74,800 +5%
JP Morgan Chase
14
JP Morgan Chase
New York
$37.3M +$9.28M +376,561 +34%
SIC
15
Sigma Investment Counselors
Michigan
$35.6M -$321K -13,005 -0.9%
UBS Group
16
UBS Group
Switzerland
$34.9M +$6.68M +271,051 +24%
ACM
17
Advisors Capital Management
New Jersey
$33.9M +$24.9M +1,009,187 +285%
Morgan Stanley
18
Morgan Stanley
New York
$29.6M +$453K +18,386 +2%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.9M +$3.62M +146,843 +16%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
20
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$24.8M +$24.7M +1,000,000 New
WSTAM
21
Wilbanks Smith & Thomas Asset Management
Virginia
$24.3M -$2.61M -105,770 -10%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$22.3M -$45.8M -1,856,022 -67%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$21.6M -$13M -527,543 -38%
EL
24
Essex LLC
Illinois
$21.2M
Osaic Holdings
25
Osaic Holdings
Arizona
$20.9M -$16.2M -657,352 -44%