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State Street SPDR Portfolio High Yield Bond ETF

45 hedge funds and large institutions have $43.5M invested in State Street SPDR Portfolio High Yield Bond ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

41% more capital invested

Capital invested by funds: $30.8M → $43.5M (+$12.6M)

25% more funds holding

Funds holding: 3645 (+9)

7.04% more ownership

Funds ownership: 36.18%43.22% (+7%)

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

Holders
45
Holders Change
+9
Holders Change %
+25%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
7
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
1
Flow Traders U.S.
New York
$11.6M +$11.7M +463,539 +894%
Jane Street
2
Jane Street
New York
$10.9M +$10.2M +402,089 +490%
Morgan Stanley
3
Morgan Stanley
New York
$3.41M +$1.26M +49,724 +49%
SL
4
Systelligence LLC
Minnesota
$3.15M +$3.53M +139,537 New
State Street
5
State Street
Massachusetts
$2.36M
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.01M +$2.25M +89,135 New
LPL Financial
7
LPL Financial
California
$1.66M +$1.56M +61,756 +531%
MAS
8
Madden Advisory Services
Florida
$1.08M +$603K +23,864 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.03M -$154K -6,097 -12%
AI
10
Atria Investments
North Carolina
$917K +$1.03M +40,637 New
MPW
11
MA Private Wealth
California
$691K +$340K +13,437 +78%
KWA
12
KCS Wealth Advisory
California
$494K -$420K -16,611 -43%
Bank of America
13
Bank of America
North Carolina
$466K -$208K -8,231 -28%
CG
14
Colony Group
Massachusetts
$375K -$1.27M -50,125 -75%
ACM
15
AlphaStar Capital Management
North Carolina
$366K -$1.24M -49,134 -76%
SSWM
16
Sheets Smith Wealth Management
North Carolina
$350K -$3.31K -131 -0.8%
APW
17
Aurora Private Wealth
New Jersey
$338K -$1.69M -67,041 -82%
MML Investors Services
18
MML Investors Services
Massachusetts
$293K +$329K +12,999 New
IFWM
19
Institute for Wealth Management
Colorado
$278K -$2.81K -111 -0.9%
SFG
20
StrategIQ Financial Group
Indiana
$252K -$178K -7,049 -39%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$242K +$271K +10,736 New
WI
22
WrapManager Inc
California
$213K -$140K -5,553 -37%
CAAS
23
Capital Asset Advisory Services
Michigan
$209K +$226K +8,955 New
AIS
24
Accurate Investment Solutions
Pennsylvania
$171K +$192K +7,588 New
Osaic Holdings
25
Osaic Holdings
Arizona
$109K +$122K +4,822 New