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State Street SPDR Bloomberg High Yield Bond ETF

387 hedge funds and large institutions have $9.74B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2016 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 165 increasing their positions, 107 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 107

45% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 47

38% more capital invested

Capital invested by funds: $7.05B → $9.74B (+$2.69B)

37% more funds holding in top 10

Funds holding in top 10: 3041 (+11)

4% more funds holding

Funds holding: 371387 (+16)

1.26% more ownership

Funds ownership: 25.62%26.88% (+1.3%)

25% less call options, than puts

Call options by funds: $35.7M | Put options by funds: $47.8M

Holders
387
Holders Change
+16
Holders Change %
+4.31%
% of All Funds
10.31%
Holding in Top 10
41
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+36.67%
% of All Funds
1.09%
New
68
Increased
165
Reduced
107
Closed
47
Calls
$35.7M
Puts
$47.8M
Net Calls
-$12.1M
Net Calls Change
+$59.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
276
Winfield Associates
Ohio
$357K +$16.7K +167 +5%
WP
277
WealthSource Partners
California
$354K +$344K +3,450 New
TG
278
Threshold Group
Washington
$352K
NI
279
Numeric Investors
Massachusetts
$349K +$36.6K +367 +12%
JG
280
Jefferies Group
New York
$343K +$332K +3,333 New
NC
281
Nicholas Company
Wisconsin
$342K +$332K +3,333 New
LWM
282
LBA Wealth Management
Florida
$339K +$329K +3,303 New
DSC
283
Duncker Streett & Co
Missouri
$332K -$45.2K -453 -12%
ACS
284
Archford Capital Strategies
Illinois
$329K -$7.98K -80 -2%
AWM
285
Avior Wealth Management
Nebraska
$326K +$225K +2,252 +246%
BT
286
Beacon Trust
New Jersey
$324K
OC
287
Oarsman Capital
Wisconsin
$316K -$290K -2,910 -49%
BHB
288
Bank Hapoalim BM
Israel
$315K
PV
289
Private Vista
Illinois
$315K +$698 +7 +0.2%
SBL
290
Sargent Bickham Lagudis
Colorado
$315K +$306K +3,065 New
WS
291
Wedbush Securities
California
$313K +$304K +3,048 New
S
292
SignatureFD
Georgia
$310K +$301K +3,020 New
HB
293
Homrich & Berg
Georgia
$302K +$293K +2,935 New
SAM
294
Sentinel Asset Management
Vermont
$296K +$287K +2,883 New
FA
295
FC Advisory
Pennsylvania
$294K +$47.4K +475 +20%
MIAN
296
Mariner Independent Advisor Network
Kansas
$292K -$301K -3,017 -51%
NEAM
297
New England Asset Management
Connecticut
$271K +$150K +1,500 +132%
EWA
298
EP Wealth Advisors
California
$263K -$1.78M -17,808 -87%
PFPT
299
Pinnacle Financial Partners (Tennessee)
Tennessee
$259K -$83.3K -835 -25%
HCM
300
Hollencrest Capital Management
California
$258K +$100 +1 +0%

JNK Hedge Fund Activity: Q1 2016 in Review

387 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q1 2016, worth a combined $9.74B — up 38% from $7.05B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new JNK positions and 47 closed out — a net gain of 21 holders — while 165 added to existing stakes and 107 trimmed.

The largest buyer was BlackRock Advisors, adding an estimated $264M. The largest seller was LPL Financial, cutting an estimated $95.5M.

  • 387 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q1 2016, up from 371 in Q4 2015.
  • Funds reported $9.74B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q1 2016, up 38% quarter-over-quarter.
  • 68 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q1 2016 and 47 closed out, a net change of +21 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q1 2016 was BlackRock Advisors, an estimated $264M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q1 2016 was LPL Financial, an estimated $95.5M sold.

Based on aggregated 13F filings for Q1 2016.