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State Street SPDR Portfolio High Yield Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 1623 (+7)

39% more capital invested

Capital invested by funds: $26.1M → $36.3M (+$10.2M)

Holders
23
Holders Change
+7
Holders Change %
+43.75%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
8
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NC
1
NewSquare Capital
Pennsylvania
$8.14M +$4.47M +170,455 +120%
Bank of America
2
Bank of America
North Carolina
$5.78M -$190K -7,229 -3%
State Street
3
State Street
Massachusetts
$3.62M
Morgan Stanley
4
Morgan Stanley
New York
$3.53M +$324K +12,355 +10%
CG
5
Colony Group
Massachusetts
$3.08M +$59K +2,249 +2%
FIM
6
Freedom Investment Management
Connecticut
$2.33M +$245K +9,337 +12%
SCA
7
Strategic Capital Alternatives
United States
$1.9M +$1.8M +68,691 +1,514%
P
8
Palladiem
Pennsylvania
$1.86M +$1.87M +71,400 New
ACM
9
Argentus Capital Management
Texas
$1.7M +$1.71M +65,256 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.01M -$150K -5,708 -13%
FA
11
Fagan Associates
New York
$813K +$51.3K +1,955 +7%
HighTower Advisors
12
HighTower Advisors
Illinois
$647K -$53.9K -2,055 -8%
ACM
13
Aviance Capital Management
Florida
$592K +$39K +1,488 +7%
VKH
14
Virtu KCG Holdings
New York
$559K +$563K +21,485 New
SC
15
Scotia Capital
Ontario, Canada
$501K +$506K +19,283 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$109K +$95.1K +3,627 +633%
AIG
17
American International Group
New York
$76.9K -$817K -31,166 -91%
Deutsche Bank
18
Deutsche Bank
Germany
$72K
UBS Group
19
UBS Group
Switzerland
$20K +$20.6K +786 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$3K +$2.99K +114 New
MFS
21
MSI Financial Services
Massachusetts
$1K -$3.28K -125 -76%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.05K +40 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
-$35K -1,320 Closed
Parallax Volatility Advisers
24
Parallax Volatility Advisers
California
+$26 +1 New