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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

46% more capital invested

Capital invested by funds: $29.9M → $43.5M (+$13.6M)

25% more funds holding

Funds holding: 3645 (+9)

7.81% more ownership

Funds ownership: 35.41%43.22% (+7.8%)

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

SPHY Hedge Fund Activity: Q1 2020 in Review

45 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) for Q1 2020, worth a combined $43.5M — up 46% from $29.9M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SPHY positions and 7 closed out — a net gain of 12 holders — while 7 added to existing stakes and 13 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $11.7M. The largest seller was Mokosak Advisory Group, exiting entirely with an estimated $3.88M sold.

  • 45 institutional investors held State Street SPDR Portfolio High Yield Bond ETF (SPHY) as of Q1 2020, up from 36 in Q4 2019.
  • Funds reported $43.5M of State Street SPDR Portfolio High Yield Bond ETF stock for Q1 2020, up 46% quarter-over-quarter.
  • 19 funds opened new State Street SPDR Portfolio High Yield Bond ETF positions in Q1 2020 and 7 closed out, a net change of +12 holders.
  • The largest State Street SPDR Portfolio High Yield Bond ETF buyer in Q1 2020 was Flow Traders U.S., an estimated $11.7M added.
  • The largest State Street SPDR Portfolio High Yield Bond ETF seller in Q1 2020 was Mokosak Advisory Group, an estimated $3.88M sold.

Based on aggregated 13F filings for Q1 2020.