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State Street SPDR Bloomberg High Yield Bond ETF

552 hedge funds and large institutions have $7.71B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 171 increasing their positions, 216 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 45

25% more call options, than puts

Call options by funds: $19.5M | Put options by funds: $15.6M

2% more funds holding

Funds holding: 539552 (+13)

5% less capital invested

Capital invested by funds: $8.11B → $7.71B (-$403M)

3.36% less ownership

Funds ownership: 97.88%94.52% (-3.4%)

7% less funds holding in top 10

Funds holding in top 10: 2927 (-2)

21% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 216

Holders
552
Holders Change
+13
Holders Change %
+2.41%
% of All Funds
7.93%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.39%
New
63
Increased
171
Reduced
216
Closed
45
Calls
$19.5M
Puts
$15.6M
Net Calls
+$3.89M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
NL
226
NWAM LLC
Washington
$1.22M +$1.2M +12,503 New
CIS
227
Custom Index Systems
New York
$1.22M +$1.2M +12,500 New
PMA
228
Prudent Man Advisors
Illinois
$1.22M -$16.3K -170 -1%
Mercer Global Advisors
229
Mercer Global Advisors
Colorado
$1.15M -$14.4K -150 -1%
RFS
230
Richardson Financial Services
Massachusetts
$1.13M +$18.2K +190 +2%
AFP
231
Ausdal Financial Partners
Iowa
$1.12M -$80.5K -839 -7%
Lido Advisors
232
Lido Advisors
California
$1.12M -$244K -2,541 -18%
NFG
233
Nations Financial Group
Iowa
$1.11M +$23.7K +247 +2%
HI
234
Harbour Investments
Wisconsin
$1.11M -$464K -4,838 -30%
SWM
235
Schwallier Wealth Management
Michigan
$1.1M +$153K +1,598 +17%
AWM
236
Axxcess Wealth Management
California
$1.09M -$1.42M -14,772 -57%
FIM
237
Freedom Investment Management
Connecticut
$1.08M -$142K -1,483 -12%
BWM
238
Brophy Wealth Management
New Hampshire
$1.08M +$1.06M +11,051 New
CP
239
Covenant Partners
Tennessee
$1.07M -$105K -1,091 -9%
FCC
240
Florin Court Capital
United Kingdom
$1.07M -$230K -2,400 -18%
MWM
241
Modera Wealth Management
New Jersey
$1.06M +$407K +4,238 +64%
MAM
242
Milestone Asset Management
Pennsylvania
$1.06M -$26.2K -273 -2%
AWA
243
Aletheian Wealth Advisors
Washington
$1.01M +$58K +604 +6%
CCG
244
Capital CS Group
California
$1.01M +$104K +1,085 +12%
GTAM
245
Global Trust Asset Management
Florida
$1.01M -$43.2K -450 -4%
ACP
246
Aveo Capital Partners
Colorado
$987K -$494K -5,151 -34%
TCMP
247
Thrive Capital Management (Pennsylvania)
Pennsylvania
$985K -$502K -5,233 -34%
WTB
248
Washington Trust Bank
Washington
$930K +$88.8K +925 +11%
Wealth Enhancement Advisory Services
249
Wealth Enhancement Advisory Services
Minnesota
$928K -$322K -3,353 -26%
TFA
250
Transamerica Financial Advisors
Florida
$925K -$71.8K -748 -7%

JNK Hedge Fund Activity: Q3 2024 in Review

552 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q3 2024, worth a combined $7.71B — down 5% from $8.11B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new JNK positions and 45 closed out — a net gain of 18 holders — while 171 added to existing stakes and 216 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $154M. The largest seller was Goldman Sachs, cutting an estimated $484M.

  • 552 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q3 2024, up from 539 in Q2 2024.
  • Funds reported $7.71B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q3 2024, down 5% quarter-over-quarter.
  • 63 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q3 2024 and 45 closed out, a net change of +18 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $154M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q3 2024 was Goldman Sachs, an estimated $484M sold.

Based on aggregated 13F filings for Q3 2024.