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State Street SPDR Bloomberg High Yield Bond ETF

519 hedge funds and large institutions have $9.46B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2019 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 190 increasing their positions, 137 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 55

39% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 137

22% more funds holding in top 10

Funds holding in top 10: 3644 (+8)

11% more funds holding

Funds holding: 468519 (+51)

5% more capital invested

Capital invested by funds: $8.98B → $9.46B (+$474M)

1.12% more ownership

Funds ownership: 88.94%90.06% (+1.1%)

90% less call options, than puts

Call options by funds: $15.4M | Put options by funds: $150M

Holders
519
Holders Change
+51
Holders Change %
+10.9%
% of All Funds
10.23%
Holding in Top 10
44
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+22.22%
% of All Funds
0.87%
New
112
Increased
190
Reduced
137
Closed
55
Calls
$15.4M
Puts
$150M
Net Calls
-$135M
Net Calls Change
+$71.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
276
Capital Asset Advisory Services
Michigan
$657K +$649K +5,984 New
GC
277
Grace Capital
Massachusetts
$646K +$639K +5,896 New
BPB
278
Badgley, Phelps & Bell
Washington
$630K +$623K +5,750 New
SPC
279
Sigma Planning Corp
Michigan
$629K -$139K -1,283 -18%
PBF
280
Petix & Botte Financial
California
$628K +$623K +5,744 New
OIA
281
Optimum Investment Advisors
Illinois
$624K -$16K -148 -3%
LPIC
282
LeJeune Puetz Investment Counsel
Michigan
$621K -$24.8K -229 -4%
W
283
WealthOne
New York
$615K +$23.4K +216 +4%
HT
284
Heritage Trust
Oklahoma
$607K -$7.26K -67 -1%
SW
285
SteelPeak Wealth
California
$606K +$599K +5,529 New
BCM
286
Bayesian Capital Management
New York
$604K +$140K +1,288 +30%
CP
287
Covenant Partners
Tennessee
$603K
MWM
288
Mission Wealth Management
California
$592K -$52.8K -487 -8%
JWCA
289
J.W. Cole Advisors
Florida
$590K +$584K +5,382 New
BWA
290
Beam Wealth Advisors
Louisiana
$569K +$563K +5,190 New
HWA
291
Hillcrest Wealth Advisors
New Jersey
$568K -$145K -1,338 -21%
FA
292
FC Advisory
Pennsylvania
$554K +$21.3K +196 +4%
CCA
293
Checchi Capital Advisers
California
$551K
MAFM
294
Mid Atlantic Financial Management
Pennsylvania
$546K +$56.2K +518 +12%
CCA
295
Column Capital Advisors
Indiana
$535K +$530K +4,886 New
CCA
296
Conservest Capital Advisors
Pennsylvania
$532K
AWA
297
Alaska Wealth Advisors
Alaska
$516K +$511K +4,709 New
NEWAS
298
N.E.W. Advisory Services
Wisconsin
$504K +$495K +4,562 New
CW
299
CreativeOne Wealth
Kansas
$502K +$155K +1,432 +45%
OAM
300
Occidental Asset Management
California
$500K +$495K +4,569 New

JNK Hedge Fund Activity: Q4 2019 in Review

519 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q4 2019, worth a combined $9.46B — up 5.3% from $8.98B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new JNK positions and 55 closed out — a net gain of 57 holders — while 190 added to existing stakes and 137 trimmed.

The largest buyer was BTS Asset Management, adding an estimated $719M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $212M.

  • 519 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q4 2019, up from 468 in Q3 2019.
  • Funds reported $9.46B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q4 2019, up 5.3% quarter-over-quarter.
  • 112 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q4 2019 and 55 closed out, a net change of +57 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q4 2019 was BTS Asset Management, an estimated $719M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q4 2019 was Manulife (Manufacturers Life Insurance), an estimated $212M sold.

Based on aggregated 13F filings for Q4 2019.