State Street SPDR Portfolio High Yield Bond ETF
SPHY
17 hedge funds and large institutions have $25.7M invested in State Street SPDR Portfolio High Yield Bond ETF in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
6% more funds holding
Funds holding: 16 → 17 (+1)
4.05% more ownership
Funds ownership: 66.85% → 70.9% (+4%)
3% more capital invested
Capital invested by funds: $24.9M → $25.7M (+$745K)
56% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.59M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$283K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$259K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$170K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$63.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.41M |
| 2 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$555K |
| 3 |
State Street
Boston,
Massachusetts
|
-$443K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$435K |
| 5 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$419K |
SPHY Hedge Fund Activity: Q4 2016 in Review
17 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) for Q4 2016, worth a combined $25.7M — up 3% from $24.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SPHY positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 9 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.59M. The largest seller was Jane Street, cutting an estimated $2.41M.
- 17 institutional investors held State Street SPDR Portfolio High Yield Bond ETF (SPHY) as of Q4 2016, up from 16 in Q3 2016.
- Funds reported $25.7M of State Street SPDR Portfolio High Yield Bond ETF stock for Q4 2016, up 3% quarter-over-quarter.
- 3 funds opened new State Street SPDR Portfolio High Yield Bond ETF positions in Q4 2016 and 2 closed out, a net change of +1 holder.
- The largest State Street SPDR Portfolio High Yield Bond ETF buyer in Q4 2016 was Morgan Stanley, an estimated $5.59M added.
- The largest State Street SPDR Portfolio High Yield Bond ETF seller in Q4 2016 was Jane Street, an estimated $2.41M sold.
Based on aggregated 13F filings for Q4 2016.