State Street SPDR Portfolio High Yield Bond ETF
SPHY
21 hedge funds and large institutions have $27.4M invested in State Street SPDR Portfolio High Yield Bond ETF in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
23% more capital invested
Capital invested by funds: $22.4M → $27.4M (+$5.04M)
17% more funds holding
Funds holding: 18 → 21 (+3)
5.16% more ownership
Funds ownership: 46.42% → 51.59% (+5.2%)
40% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFG
StrategIQ Financial Group
Merrillville,
Indiana
|
+$5.87M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3.44M |
| 3 |
VF
Virtu Financial
New York
|
+$693K |
| 4 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$267K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$81.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$3.44M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$720K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$689K |
| 4 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$158K |
| 5 |
Jane Street
New York
|
-$80.7K |
SPHY Hedge Fund Activity: Q4 2017 in Review
21 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) for Q4 2017, worth a combined $27.4M — up 23% from $22.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SPHY positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 10 trimmed.
The largest buyer was StrategIQ Financial Group, opening a new position worth an estimated $5.87M. The largest seller was State Street, cutting an estimated $3.44M.
- 21 institutional investors held State Street SPDR Portfolio High Yield Bond ETF (SPHY) as of Q4 2017, up from 18 in Q3 2017.
- Funds reported $27.4M of State Street SPDR Portfolio High Yield Bond ETF stock for Q4 2017, up 23% quarter-over-quarter.
- 4 funds opened new State Street SPDR Portfolio High Yield Bond ETF positions in Q4 2017 and 1 closed out, a net change of +3 holders.
- The largest State Street SPDR Portfolio High Yield Bond ETF buyer in Q4 2017 was StrategIQ Financial Group, an estimated $5.87M added.
- The largest State Street SPDR Portfolio High Yield Bond ETF seller in Q4 2017 was State Street, an estimated $3.44M sold.
Based on aggregated 13F filings for Q4 2017.