State Street SPDR Portfolio High Yield Bond ETF
SPHY
23 hedge funds and large institutions have $36.3M invested in State Street SPDR Portfolio High Yield Bond ETF in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
44% more funds holding
Funds holding: 16 → 23 (+7)
39% more capital invested
Capital invested by funds: $26.1M → $36.3M (+$10.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$4.47M |
| 2 |
SCA
Strategic Capital Alternatives
Gig Harbor,
United States
|
+$1.8M |
| 3 |
ACM
Argentus Capital Management
Dallas,
Texas
|
+$1.71M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$563K |
| 5 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
+$506K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIG
American International Group
New York
|
-$817K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$190K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$150K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$53.9K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$35K |
SPHY Hedge Fund Activity: Q4 2014 in Review
23 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) for Q4 2014, worth a combined $36.3M — up 39% from $26.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SPHY positions and 1 closed out — a net gain of 7 holders — while 8 added to existing stakes and 5 trimmed.
The largest buyer was NewSquare Capital, adding an estimated $4.47M. The largest seller was American International Group, cutting an estimated $817K.
- 23 institutional investors held State Street SPDR Portfolio High Yield Bond ETF (SPHY) as of Q4 2014, up from 16 in Q3 2014.
- Funds reported $36.3M of State Street SPDR Portfolio High Yield Bond ETF stock for Q4 2014, up 39% quarter-over-quarter.
- 8 funds opened new State Street SPDR Portfolio High Yield Bond ETF positions in Q4 2014 and 1 closed out, a net change of +7 holders.
- The largest State Street SPDR Portfolio High Yield Bond ETF buyer in Q4 2014 was NewSquare Capital, an estimated $4.47M added.
- The largest State Street SPDR Portfolio High Yield Bond ETF seller in Q4 2014 was American International Group, an estimated $817K sold.
Based on aggregated 13F filings for Q4 2014.