State Street SPDR Portfolio High Yield Bond ETF
SPHY
36 hedge funds and large institutions have $29.9M invested in State Street SPDR Portfolio High Yield Bond ETF in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
24% more capital invested
Capital invested by funds: $24M → $29.9M (+$5.86M)
9% more funds holding
Funds holding: 33 → 36 (+3)
4.84% more ownership
Funds ownership: 30.57% → 35.41% (+4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.6M |
| 2 |
Jane Street
New York
|
+$1.45M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$1.11M |
| 4 |
CP
Cumberland Partners
Toronto,
Ontario, Canada
|
+$568K |
| 5 |
MPW
MA Private Wealth
San Carlos,
California
|
+$448K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JG
Jefferies Group
New York
|
-$1.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$743K |
| 3 |
SFG
StrategIQ Financial Group
Merrillville,
Indiana
|
-$642K |
| 4 |
KWA
KCS Wealth Advisory
Los Angeles,
California
|
-$340K |
| 5 |
WI
WrapManager Inc
Mill Valley,
California
|
-$54.4K |
SPHY Hedge Fund Activity: Q4 2019 in Review
36 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) for Q4 2019, worth a combined $29.9M — up 24% from $24M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SPHY positions and 5 closed out — a net gain of 3 holders — while 11 added to existing stakes and 8 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $1.6M. The largest seller was Jefferies Group, exiting entirely with an estimated $1.4M sold.
- 36 institutional investors held State Street SPDR Portfolio High Yield Bond ETF (SPHY) as of Q4 2019, up from 33 in Q3 2019.
- Funds reported $29.9M of State Street SPDR Portfolio High Yield Bond ETF stock for Q4 2019, up 24% quarter-over-quarter.
- 8 funds opened new State Street SPDR Portfolio High Yield Bond ETF positions in Q4 2019 and 5 closed out, a net change of +3 holders.
- The largest State Street SPDR Portfolio High Yield Bond ETF buyer in Q4 2019 was Citadel Advisors, an estimated $1.6M added.
- The largest State Street SPDR Portfolio High Yield Bond ETF seller in Q4 2019 was Jefferies Group, an estimated $1.4M sold.
Based on aggregated 13F filings for Q4 2019.