State Street SPDR Portfolio High Yield Bond ETF
SPHY
25 hedge funds and large institutions have $30.4M invested in State Street SPDR Portfolio High Yield Bond ETF in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 5 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
6% more capital invested
Capital invested by funds: $28.5M → $30.4M (+$1.83M)
3.39% more ownership
Funds ownership: 42.74% → 46.12% (+3.4%)
11% less funds holding
Funds holding: 28 → 25 (-3)
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: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$1.15M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$912K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$707K |
| 4 |
SFG
StrategIQ Financial Group
Merrillville,
Indiana
|
+$610K |
| 5 |
VF
Virtu Financial
New York
|
+$494K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.19M |
| 2 |
CG
Colony Group
Boston,
Massachusetts
|
-$444K |
| 3 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
-$391K |
| 4 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$258K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$129K |
SPHY Hedge Fund Activity: Q2 2018 in Review
25 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) for Q2 2018, worth a combined $30.4M — up 6.4% from $28.5M 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 10 added.
The largest buyer was Flow Traders U.S., opening a new position worth an estimated $1.15M. The largest seller was UBS Group, cutting an estimated $1.19M.
- 25 institutional investors held State Street SPDR Portfolio High Yield Bond ETF (SPHY) as of Q2 2018, down from 28 in Q1 2018.
- Funds reported $30.4M of State Street SPDR Portfolio High Yield Bond ETF stock for Q2 2018, up 6.4% quarter-over-quarter.
- 3 funds opened new State Street SPDR Portfolio High Yield Bond ETF positions in Q2 2018 and 5 closed out, a net change of -2 holders.
- The largest State Street SPDR Portfolio High Yield Bond ETF buyer in Q2 2018 was Flow Traders U.S., an estimated $1.15M added.
- The largest State Street SPDR Portfolio High Yield Bond ETF seller in Q2 2018 was UBS Group, an estimated $1.19M sold.
Based on aggregated 13F filings for Q2 2018.