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State Street SPDR Portfolio High Yield Bond ETF

21 hedge funds and large institutions have $35M invested in State Street SPDR Portfolio High Yield Bond ETF in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $36.3M → $35M (-$1.38M)

9% less funds holding

Funds holding: 2321 (-2)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
7
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change

SPHY Hedge Fund Activity: Q1 2015 in Review

21 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) for Q1 2015, worth a combined $35M — down 3.8% from $36.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SPHY and 3 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 7 added.

The largest buyer was Scotia Capital, adding an estimated $1.63M. The largest seller was Strategic Capital Alternatives, exiting entirely with an estimated $1.9M sold.

  • 21 institutional investors held State Street SPDR Portfolio High Yield Bond ETF (SPHY) as of Q1 2015, down from 23 in Q4 2014.
  • Funds reported $35M of State Street SPDR Portfolio High Yield Bond ETF stock for Q1 2015, down 3.8% quarter-over-quarter.
  • 3 funds opened new State Street SPDR Portfolio High Yield Bond ETF positions in Q1 2015 and 5 closed out, a net change of -2 holders.
  • The largest State Street SPDR Portfolio High Yield Bond ETF buyer in Q1 2015 was Scotia Capital, an estimated $1.63M added.
  • The largest State Street SPDR Portfolio High Yield Bond ETF seller in Q1 2015 was Strategic Capital Alternatives, an estimated $1.9M sold.

Based on aggregated 13F filings for Q1 2015.