State Street SPDR Portfolio High Yield Bond ETF
SPHY
13 hedge funds and large institutions have $20.3M invested in State Street SPDR Portfolio High Yield Bond ETF in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
34% more capital invested
Capital invested by funds: $15.2M → $20.3M (+$5.14M)
30% more funds holding
Funds holding: 10 → 13 (+3)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.26M |
| 2 |
SCG
Strategic Capital Group
Gig Harbor,
Washington
|
+$1.22M |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$1.16M |
| 4 |
AIG
American International Group
New York
|
+$364K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$92.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.78M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$466K |
| 3 |
LPL Financial
San Diego,
California
|
-$55.6K |
| 4 |
U
UBS
Zurich,
Switzerland
|
-$20.2K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$3K |
SPHY Hedge Fund Activity: Q3 2013 in Review
13 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) for Q3 2013, worth a combined $20.3M — up 34% from $15.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SPHY positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.26M. The largest seller was Jane Street, cutting an estimated $1.78M.
- 13 institutional investors held State Street SPDR Portfolio High Yield Bond ETF (SPHY) as of Q3 2013, up from 10 in Q2 2013.
- Funds reported $20.3M of State Street SPDR Portfolio High Yield Bond ETF stock for Q3 2013, up 34% quarter-over-quarter.
- 4 funds opened new State Street SPDR Portfolio High Yield Bond ETF positions in Q3 2013 and 1 closed out, a net change of +3 holders.
- The largest State Street SPDR Portfolio High Yield Bond ETF buyer in Q3 2013 was Morgan Stanley, an estimated $3.26M added.
- The largest State Street SPDR Portfolio High Yield Bond ETF seller in Q3 2013 was Jane Street, an estimated $1.78M sold.
Based on aggregated 13F filings for Q3 2013.