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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
SWA
276
Stratos Wealth Advisors
Ohio
$589K +$49.8K +544 +9%
LPAM
277
Lodestar Private Asset Management
California
$586K +$4.67K +51 +0.8%
BCM
278
Brookstone Capital Management
Illinois
$580K -$19K -207 -3%
BCWM
279
Bartlett & Co Wealth Management
Ohio
$572K
BC
280
Bartlett & Co
Ohio
$572K
DIP
281
DT Investment Partners
Pennsylvania
$571K
Tudor Investment Corp
282
Tudor Investment Corp
Connecticut
$568K +$180K +1,962 +47%
Franklin Resources
283
Franklin Resources
California
$565K +$408K +4,455 +265%
IWM
284
IHT Wealth Management
Illinois
$558K +$555K +6,067 New
BWAM
285
Boyd Watterson Asset Management
Ohio
$542K -$769K -8,400 -59%
CIS
286
Continental Investors Services
Washington
$539K +$266K +2,902 +99%
OC
287
Oppenheimer & Co
New York
$522K +$25.9K +283 +5%
Neuberger Berman Group
288
Neuberger Berman Group
New York
$517K
FFS
289
Founders Financial Securities
Maryland
$516K +$38.5K +421 +8%
PA
290
Parallel Advisors
California
$514K -$21.1K -231 -4%
BFG
291
Bleakley Financial Group
New Jersey
$503K -$14.4K -157 -3%
FAM
292
Family Asset Management
South Carolina
$503K -$30.6K -334 -6%
KFS
293
Kelly Financial Services
Massachusetts
$499K +$234K +2,554 +89%
W
294
WealthOne
New York
$496K +$494K +5,391 New
MRC
295
Millburn Ridgefield Corp
New York
$489K +$259K +2,829 +114%
CWM
296
Congress Wealth Management
Massachusetts
$489K -$42.8K -467 -8%
IFG
297
Independent Financial Group
California
$486K +$5.04K +55 +1%
SW
298
SteelPeak Wealth
California
$483K +$112K +1,225 +30%
AT
299
Arden Trust
Delaware
$462K -$117K -1,276 -20%
JIC
300
Joel Isaacson & Co
New York
$460K

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.