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State Street SPDR Bloomberg High Yield Bond ETF

514 hedge funds and large institutions have $8.14B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 170 increasing their positions, 178 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 59

16% more capital invested

Capital invested by funds: $7.01B → $8.14B (+$1.13B)

1% more funds holding

Funds holding: 508514 (+6)

4% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 178

9.33% less ownership

Funds ownership: 107.45%98.12% (-9.3%)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

62% less call options, than puts

Call options by funds: $14.3M | Put options by funds: $37.2M

Holders
514
Holders Change
+6
Holders Change %
+1.18%
% of All Funds
8.07%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.31%
New
71
Increased
170
Reduced
178
Closed
59
Calls
$14.3M
Puts
$37.2M
Net Calls
-$22.9M
Net Calls Change
+$30M
Name Holding Trade Value Shares
Change
Change in
Stake
SG
251
Sharper & Granite
California
$746K -$44.8K -489 -6%
PFG
252
PAX Financial Group
Texas
$738K -$13.3K -145 -2%
HT
253
Heritage Trust
Oklahoma
$728K +$9.43K +103 +1%
HWM
254
HB Wealth Management
Georgia
$722K +$272K +2,976 +61%
APW
255
Austin Private Wealth
Texas
$711K +$127K +1,384 +22%
CGA
256
Crescent Grove Advisors
Illinois
$703K +$296K +3,233 +73%
NCM
257
Noesis Capital Mangement
Florida
$700K -$9.15K -100 -1%
KeyBank National Association
258
KeyBank National Association
Ohio
$696K -$13K -142 -2%
Carson Wealth (CWM LLC)
259
Carson Wealth (CWM LLC)
Nebraska
$694K -$448K -4,893 -39%
AWA
260
Aletheian Wealth Advisors
Washington
$693K +$4.58K +50 +0.7%
SIA
261
Strategic Investment Advisors
Michigan
$690K +$166K +1,818 +32%
CAPTRUST Financial Advisors
262
CAPTRUST Financial Advisors
North Carolina
$688K -$60.2K -658 -8%
PPFA
263
Provida Pension Fund Administrator
Chile
$679K
SCA
264
Snowden Capital Advisors
New York
$669K +$20K +219 +3%
AWA
265
Arete Wealth Advisors
Illinois
$654K +$215K +2,344 +49%
CW
266
CreativeOne Wealth
Kansas
$646K +$168K +1,837 +35%
MFG
267
MidWestOne Financial Group
Iowa
$639K +$44.5K +486 +8%
HVM
268
Harvest Volatility Management
Connecticut
$636K +$633K +6,912 New
PCIA
269
Prime Capital Investment Advisors
Kansas
$623K +$619K +6,766 New
CGH
270
CMG Global Holdings
Texas
$620K +$100K +1,096 +19%
AGM
271
Alpine Global Management
New York
$614K +$610K +6,667 New
CAS
272
Coppell Advisory Solutions
Texas
$608K -$4.58M -49,974 -88%
SFO
273
Stokes Family Office
Louisiana
$606K
Pacer Advisors
274
Pacer Advisors
Pennsylvania
$601K
RWP
275
RWA Wealth Partners
Massachusetts
$599K +$596K +6,509 New

JNK Hedge Fund Activity: Q2 2023 in Review

514 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q2 2023, worth a combined $8.14B — up 16% from $7.01B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new JNK positions and 59 closed out — a net gain of 12 holders — while 170 added to existing stakes and 178 trimmed.

The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $724M. The largest seller was Jane Street, cutting an estimated $338M.

  • 514 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q2 2023, up from 508 in Q1 2023.
  • Funds reported $8.14B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q2 2023, up 16% quarter-over-quarter.
  • 71 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q2 2023 and 59 closed out, a net change of +12 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q2 2023 was Clark Capital Management Group, an estimated $724M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q2 2023 was Jane Street, an estimated $338M sold.

Based on aggregated 13F filings for Q2 2023.