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State Street SPDR Bloomberg High Yield Bond ETF

458 hedge funds and large institutions have $8.49B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2018 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 165 increasing their positions, 168 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $7.97B → $8.49B (+$524M)

0.61% more ownership

Funds ownership: 27.5%28.11% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 3636 (0)

0% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 46

0% less funds holding

Funds holding: 459458 (-1)

2% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 168

96% less call options, than puts

Call options by funds: $3.64M | Put options by funds: $90.3M

Holders
458
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
10.47%
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.82%
New
46
Increased
165
Reduced
168
Closed
46
Calls
$3.64M
Puts
$90.3M
Net Calls
-$86.7M
Net Calls Change
+$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
301
Frontier Wealth Management
Missouri
$331K -$61.8K -575 -16%
WIA
302
Wealthstreet Investment Advisors
Texas
$330K
CFB
303
Cullen/Frost Bankers
Texas
$329K +$7.85K +73 +2%
PV
304
Private Vista
Illinois
$327K +$2.37K +22 +0.7%
CA
305
Calton & Associates
Florida
$326K +$68.7K +639 +27%
VCM
306
Vivaldi Capital Management
Illinois
$321K
WS
307
Wedbush Securities
California
$311K -$230K -2,138 -43%
BAM
308
Belpointe Asset Management
Nevada
$310K +$309K +2,870 New
SWP
309
Strategic Wealth Partners
Ohio
$309K -$46.5K -433 -13%
DAS
310
Dynamic Advisor Solutions
Arizona
$303K -$4.3K -40 -1%
NA
311
NewEdge Advisors
Louisiana
$300K +$69.7K +648 +31%
KFGK
312
Keystone Financial Group (Kentucky)
Kentucky
$299K -$213K -1,979 -42%
RVPG
313
Relative Value Partners Group
$299K
AWA
314
Arete Wealth Advisors
Illinois
$298K +$4.62K +43 +2%
LWS
315
Lucia Wealth Services
California
$296K -$12.1K -113 -4%
FIM
316
Fernwood Investment Management
Massachusetts
$292K +$291K +2,703 New
Wolverine Trading
317
Wolverine Trading
Illinois
$288K -$1.45M -13,451 -83%
GLA
318
Good Life Advisors
Pennsylvania
$282K +$4.62K +43 +2%
RT
319
Rockland Trust
Massachusetts
$278K -$471K -4,378 -63%
Truist Financial
320
Truist Financial
North Carolina
$276K +$23K +214 +9%
CA
321
Cambridge Advisors
Nebraska
$275K -$17.8K -166 -6%
AFC
322
AFT Forsyth & Company
Florida
$274K -$53.7K -500 -16%
BHBT
323
Burke & Herbert Bank & Trust
Virginia
$268K -$57.3K -533 -18%
KeyBank National Association
324
KeyBank National Association
Ohio
$263K -$18.7K -174 -7%
SMC
325
Smith, Moore & Co
Missouri
$262K +$33.3K +310 +15%

JNK Hedge Fund Activity: Q3 2018 in Review

458 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q3 2018, worth a combined $8.49B — up 6.6% from $7.97B a quarter earlier.

Fund positioning in JNK was balanced in Q3 2018: 46 funds opened new positions, 46 closed out, 165 added to existing stakes and 168 trimmed.

The largest buyer was State Street, adding an estimated $268M. The largest seller was Personal Capital Advisors, cutting an estimated $154M.

  • 458 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q3 2018, down from 459 in Q2 2018.
  • Funds reported $8.49B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q3 2018, up 6.6% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q3 2018 and 46 closed out, a net change of 0 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q3 2018 was State Street, an estimated $268M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q3 2018 was Personal Capital Advisors, an estimated $154M sold.

Based on aggregated 13F filings for Q3 2018.