State Street SPDR Portfolio High Yield Bond ETF
SPHY
13 hedge funds and large institutions have $19.3M invested in State Street SPDR Portfolio High Yield Bond ETF in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 3 closing their positions.
0% more funds holding
Funds holding: 13 → 13 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
14% less capital invested
Capital invested by funds: $22.5M → $19.3M (-$3.16M)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCG
Strategic Capital Group
Gig Harbor,
Washington
|
+$834K |
| 2 |
AIG
American International Group
New York
|
+$626K |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$322K |
| 4 |
FA
Fagan Associates
Troy,
New York
|
+$268K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$210K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.98M |
| 2 |
BCM
Bluefin Capital Management
New York
|
-$1.9M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$549K |
| 4 |
Jane Street
New York
|
-$240K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$97.4K |
SPHY Hedge Fund Activity: Q2 2014 in Review
13 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) for Q2 2014, worth a combined $19.3M — down 14% from $22.5M a quarter earlier.
Fund positioning in SPHY was balanced in Q2 2014: 3 funds opened new positions, 3 closed out, 3 added to existing stakes and 6 trimmed.
The largest buyer was Strategic Capital Group, adding an estimated $834K. The largest seller was Morgan Stanley, cutting an estimated $2.98M.
- 13 institutional investors held State Street SPDR Portfolio High Yield Bond ETF (SPHY) as of Q2 2014, unchanged from Q1 2014.
- Funds reported $19.3M of State Street SPDR Portfolio High Yield Bond ETF stock for Q2 2014, down 14% quarter-over-quarter.
- 3 funds opened new State Street SPDR Portfolio High Yield Bond ETF positions in Q2 2014 and 3 closed out, a net change of 0 holders.
- The largest State Street SPDR Portfolio High Yield Bond ETF buyer in Q2 2014 was Strategic Capital Group, an estimated $834K added.
- The largest State Street SPDR Portfolio High Yield Bond ETF seller in Q2 2014 was Morgan Stanley, an estimated $2.98M sold.
Based on aggregated 13F filings for Q2 2014.