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State Street SPDR Bloomberg Short Term High Yield Bond ETF

350 hedge funds and large institutions have $3.33B invested in State Street SPDR Bloomberg Short Term High Yield Bond ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 153 increasing their positions, 107 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,733% more call options, than puts

Call options by funds: $55K | Put options by funds: $3K

43% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 107

24% more funds holding in top 10

Funds holding in top 10: 2126 (+5)

13% more capital invested

Capital invested by funds: $2.95B → $3.33B (+$385M)

0.44% less ownership

Funds ownership: 73.02%72.58% (-0.44%)

3% less funds holding

Funds holding: 359350 (-9)

12% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 42

Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
5.04%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.37%
New
37
Increased
153
Reduced
107
Closed
42
Calls
$55K
Puts
$3K
Net Calls
+$52K
Net Calls Change
-$245K
Name Holding Trade Value Shares
Change
Change in
Stake
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$387M +$50.3M +2,000,000 +15%
Ameriprise
2
Ameriprise
Minnesota
$225M +$10.3M +409,435 +5%
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$192M +$151M +6,000,000 +375%
AIA
4
Angeles Investment Advisors
California
$180M +$70M +2,784,500 +64%
GC
5
Grimes & Company
Massachusetts
$175M +$5.07M +201,506 +3%
OPAM
6
Ocean Park Asset Management
California
$133M +$3.57M +142,100 +3%
CCMG
7
Clark Capital Management Group
Pennsylvania
$75.3M +$3.12M +124,072 +4%
LPL Financial
8
LPL Financial
California
$73.3M +$2.84M +112,815 +4%
GAA
9
Global Assets Advisory
Florida
$71.3M +$44.1M +1,754,725 +6,130%
Wells Fargo
10
Wells Fargo
California
$67M +$5.74M +228,246 +9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$66.9M -$2.61M -103,968 -4%
EWM
12
Empirical Wealth Management
Washington
$65.4M +$1.57M +62,500 +2%
Bank of America
13
Bank of America
North Carolina
$56.8M +$4.09M +162,830 +8%
Wealthfront Advisers
14
Wealthfront Advisers
California
$52.2M +$1.39M +55,195 +3%
KAM
15
Kensington Asset Management
Texas
$51.7M
APC
16
Aristotle Pacific Capital
California
$47.9M
SCM
17
Shenkman Capital Management
New York
$45.4M +$18.3M +727,250 +65%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$43M -$4.99M -198,292 -10%
JP Morgan Chase
19
JP Morgan Chase
New York
$42.4M -$5.8M -230,663 -12%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.3M +$2.97M +118,324 +8%
AssetMark Inc
21
AssetMark Inc
California
$41.9M -$794K -31,564 -2%
UBS Group
22
UBS Group
Switzerland
$40.6M -$63.6K -2,528 -0.2%
BMM
23
Berkshire Money Management
Massachusetts
$35.8M +$24.6M +977,912 +222%
SIC
24
Sigma Investment Counselors
Michigan
$35.2M +$40.3K +1,604 +0.1%
ACM
25
Advisors Capital Management
New Jersey
$34.7M +$1.03M +40,793 +3%