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State Street SPDR Bloomberg High Yield Bond ETF

476 hedge funds and large institutions have $7.88B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2019 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 176 increasing their positions, 159 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more funds holding in top 10

Funds holding in top 10: 2638 (+12)

31% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 59

23% more capital invested

Capital invested by funds: $6.41B → $7.88B (+$1.47B)

11% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 159

3% more funds holding

Funds holding: 461476 (+15)

2.69% less ownership

Funds ownership: 30.84%28.14% (-2.7%)

95% less call options, than puts

Call options by funds: $4.61M | Put options by funds: $91.7M

Holders
476
Holders Change
+15
Holders Change %
+3.25%
% of All Funds
10.3%
Holding in Top 10
38
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+46.15%
% of All Funds
0.82%
New
77
Increased
176
Reduced
159
Closed
59
Calls
$4.61M
Puts
$91.7M
Net Calls
-$87.1M
Net Calls Change
+$309M
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
226
Westbourne Investment Advisors
Maryland
$857K -$7.94K -75 -0.9%
RFN
227
RDA Financial Network
Iowa
$835K +$815K +7,695 New
PA
228
Pinnacle Associates
New York
$809K -$7.73K -73 -1%
ECM
229
ETrade Capital Management
Virginia
$803K -$21.2K -200 -3%
PFPT
230
Pinnacle Financial Partners (Tennessee)
Tennessee
$799K +$361K +3,410 +85%
NFG
231
Nations Financial Group
Iowa
$793K +$58.1K +549 +8%
MWM
232
Mission Wealth Management
California
$786K -$120K -1,129 -13%
Asset Management One
233
Asset Management One
Japan
$779K -$57.9K -547 -7%
HWA
234
Hillcrest Wealth Advisors
New Jersey
$779K +$10.1K +95 +1%
Bessemer Group
235
Bessemer Group
New Jersey
$765K
ACP
236
Aveo Capital Partners
Colorado
$759K +$272K +2,573 +58%
AT
237
Arden Trust
Delaware
$757K -$18.4K -174 -2%
NCM
238
Noesis Capital Mangement
Florida
$753K +$7.09K +67 +1%
AII
239
AGF Investments Inc
Ontario, Canada
$748K +$57.1K +539 +8%
MRC
240
Millburn Ridgefield Corp
New York
$747K +$193K +1,825 +36%
IA
241
IFP Advisors
Florida
$745K -$813K -7,676 -53%
JCM
242
Jag Capital Management
Missouri
$723K -$13.4K -127 -2%
CAN
243
Cetera Advisor Networks
California
$711K +$38.4K +363 +6%
OFG
244
OTA Financial Group
New York
$710K -$1.91M -18,035 -73%
FAN
245
Financial Advisors Network
California
$703K -$463K -4,370 -66%
SF
246
Synovus Financial
Georgia
$691K -$14.5K -137 -2%
PAG
247
Pinnacle Advisory Group
Maryland
$683K -$46.9K -443 -7%
Truist Financial
248
Truist Financial
North Carolina
$676K +$344K +3,246 +107%
FIM
249
Fernwood Investment Management
Massachusetts
$670K
EWF
250
Epstein & White Financial
California
$668K +$86.9K +821 +15%

JNK Hedge Fund Activity: Q1 2019 in Review

476 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q1 2019, worth a combined $7.88B — up 23% from $6.41B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new JNK positions and 59 closed out — a net gain of 18 holders — while 176 added to existing stakes and 159 trimmed.

The largest buyer was Jefferies Group, adding an estimated $169M. The largest seller was Bank of America, cutting an estimated $361M.

  • 476 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q1 2019, up from 461 in Q4 2018.
  • Funds reported $7.88B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q1 2019, up 23% quarter-over-quarter.
  • 77 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q1 2019 and 59 closed out, a net change of +18 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q1 2019 was Jefferies Group, an estimated $169M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q1 2019 was Bank of America, an estimated $361M sold.

Based on aggregated 13F filings for Q1 2019.