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State Street SPDR Bloomberg Short Term High Yield Bond ETF

359 hedge funds and large institutions have $2.95B invested in State Street SPDR Bloomberg Short Term High Yield Bond ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 121 increasing their positions, 129 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,188% more call options, than puts

Call options by funds: $322K | Put options by funds: $25K

75% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 36

12% more capital invested

Capital invested by funds: $2.64B → $2.95B (+$311M)

6% more funds holding

Funds holding: 338359 (+21)

2.89% more ownership

Funds ownership: 70.13%73.02% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

6% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 129

Holders
359
Holders Change
+21
Holders Change %
+6.21%
% of All Funds
5.23%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.31%
New
63
Increased
121
Reduced
129
Closed
36
Calls
$322K
Puts
$25K
Net Calls
+$297K
Net Calls Change
-$178K
Name Holding Trade Value Shares
Change
Change in
Stake
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$336M +$88.3M +3,600,000 +37%
Ameriprise
2
Ameriprise
Minnesota
$215M -$13.6M -555,314 -6%
GC
3
Grimes & Company
Massachusetts
$169M +$2.74M +111,565 +2%
OPAM
4
Ocean Park Asset Management
California
$129M -$19.7M -801,792 -14%
AIA
5
Angeles Investment Advisors
California
$109M +$61.6M +2,513,100 +138%
CCMG
6
Clark Capital Management Group
Pennsylvania
$71.9M -$899K -36,640 -1%
LPL Financial
7
LPL Financial
California
$70.2M +$2.64M +107,772 +4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$69.3M -$3.11M -126,930 -4%
EWM
9
Empirical Wealth Management
Washington
$63.6M +$2.59M +105,710 +4%
Wells Fargo
10
Wells Fargo
California
$61M +$1.18M +48,226 +2%
Morgan Stanley
11
Morgan Stanley
New York
$58.6M +$26.3M +1,070,824 +85%
Bank of America
12
Bank of America
North Carolina
$52.6M -$13.2M -536,679 -20%
KAM
13
Kensington Asset Management
Texas
$51.5M +$50.3M +2,048,700 New
Wealthfront Advisers
14
Wealthfront Advisers
California
$50.7M +$1.37M +55,981 +3%
JP Morgan Chase
15
JP Morgan Chase
New York
$48M +$22.4M +911,525 +91%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$47.8M -$2.05M -83,520 -4%
APC
17
Aristotle Pacific Capital
California
$47.7M
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$44.9M +$27.2M +1,110,000 +164%
AssetMark Inc
19
AssetMark Inc
California
$42.5M -$2.29M -93,420 -5%
UBS Group
20
UBS Group
Switzerland
$40.6M +$5.43M +221,235 +16%
State of New Jersey Common Pension Fund D
21
State of New Jersey Common Pension Fund D
New Jersey
$40.2M -$121M -4,950,000 -76%
Osaic Holdings
22
Osaic Holdings
Arizona
$39.4M -$1.59M -64,767 -4%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39.2M +$7.88M +321,363 +26%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$37.6M +$1.29M +52,478 +4%
SIC
25
Sigma Investment Counselors
Michigan
$35.1M -$1.42M -58,001 -4%