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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
JWS
251
Juncture Wealth Strategies
Arizona
$656K -$160K -1,508 -20%
RSWM
252
Robertson Stephens Wealth Management
California
$644K +$632K +5,969 New
LPIC
253
LeJeune Puetz Investment Counsel
Michigan
$628K +$28.5K +269 +5%
WTC
254
WhitTier Trust Company
Nevada
$625K -$78.6K -743 -11%
SPC
255
Sigma Planning Corp
Michigan
$625K +$132K +1,245 +27%
IA
256
IFG Advisory
Georgia
$623K -$30.6K -289 -5%
Rockefeller Capital Management
257
Rockefeller Capital Management
New York
$614K +$597K +5,638 +10,251%
W
258
WealthOne
New York
$612K +$518K +4,898 +631%
CAM
259
Concorde Asset Management
Michigan
$611K +$172K +1,627 +40%
ASN
260
Advisory Services Network
Georgia
$599K +$558K +5,272 +1,896%
AWM
261
Avior Wealth Management
Nebraska
$597K +$26.3K +248 +5%
CAGAS
262
Capital Advisory Group Advisory Services
Minnesota
$596K -$5.93K -56 -1%
CIA
263
Capital Investment Advisors
Georgia
$577K -$16K -151 -3%
TSS
264
Two Sigma Securities
New York
$571K -$4.95M -46,733 -90%
ACS
265
Archford Capital Strategies
Illinois
$564K -$47K -444 -8%
Prudential Financial
266
Prudential Financial
New Jersey
$558K +$303K +2,863 +125%
SCA
267
SMH Capital Advisors
Texas
$552K -$617K -5,831 -53%
OIA
268
Optimum Investment Advisors
Illinois
$549K -$3.6K -34 -0.7%
Mercer Global Advisors
269
Mercer Global Advisors
Colorado
$546K +$536K +5,059 New
MIAN
270
Mariner Independent Advisor Network
Kansas
$527K -$141K -1,329 -21%
SIA
271
Strategic Investment Advisors
Michigan
$526K +$81.9K +774 +19%
HHAM
272
HITE Hedge Asset Management
Massachusetts
$526K +$516K +4,877 New
FTS
273
Fifth Third Securities
Ohio
$525K +$124K +1,169 +31%
Principal Financial Group
274
Principal Financial Group
Iowa
$522K -$335K -3,167 -40%
FA
275
FC Advisory
Pennsylvania
$511K +$3.92K +37 +0.8%

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.