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State Street SPDR Bloomberg High Yield Bond ETF

446 hedge funds and large institutions have $8.39B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2019 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 159 increasing their positions, 207 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

62.37% more ownership

Funds ownership: 28.14%90.51% (+62%)

6% more capital invested

Capital invested by funds: $7.88B → $8.39B (+$509M)

6% less funds holding

Funds holding: 476446 (-30)

8% less funds holding in top 10

Funds holding in top 10: 3835 (-3)

23% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 207

28% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 82

76% less call options, than puts

Call options by funds: $347M | Put options by funds: $1.44B

Holders
446
Holders Change
-30
Holders Change %
-6.3%
% of All Funds
9.69%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.76%
New
59
Increased
159
Reduced
207
Closed
82
Calls
$347M
Puts
$1.44B
Net Calls
-$1.09B
Net Calls Change
-$1B
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
301
Avantax Advisory Services
Texas
$313K +$311K +2,878 New
TPA
302
Trivium Point Advisory
Connecticut
$307K -$67.2K -623 -18%
HCA
303
Harbour Capital Advisors
Virginia
$304K -$39.8K -369 -12%
RVPG
304
Relative Value Partners Group
$296K -$108 -1 -0%
Creative Planning
305
Creative Planning
Kansas
$296K +$293K +2,720 New
MFW
306
Mosaic Family Wealth
Missouri
$294K -$71.4K -662 -20%
PS
307
Portfolio Solutions
Michigan
$288K -$108 -1 -0%
EGA
308
E&G Advisors
Texas
$275K -$5.83K -54 -2%
WANY
309
Wealthspire Advisors (New York)
New York
$274K +$23.6K +219 +10%
Luther King Capital Management (LKCM)
310
Luther King Capital Management (LKCM)
Texas
$263K
HIM
311
Hillsdale Investment Management
Ontario, Canada
$261K
CCA
312
Conservest Capital Advisors
Pennsylvania
$259K -$4.21K -39 -2%
MFG
313
MidWestOne Financial Group
Iowa
$258K +$256K +2,371 New
MC
314
Mathes Company
New York
$257K -$432 -4 -0.2%
CW
315
CreativeOne Wealth
Kansas
$256K +$254K +2,351 New
WA
316
Winfield Associates
Ohio
$254K -$22.2K -206 -8%
FHA
317
Flagship Harbor Advisors
Massachusetts
$252K -$172K -1,594 -41%
PA
318
Parallel Advisors
California
$252K +$6.69K +62 +3%
GIA
319
Gladstone Institutional Advisory
Florida
$250K +$247K +2,290 New
SNBOSCI
320
Security National Bank of Sioux City Iowa
Iowa
$248K +$4.96K +46 +2%
OA
321
Oxbow Advisors
Texas
$247K -$7.66K -71 -3%
SF
322
Summit Financial
New Jersey
$246K +$243K +2,255 New
WCG
323
Wall Capital Group
Arizona
$243K -$186K -1,724 -44%
CA
324
Cambridge Advisors
Nebraska
$241K -$36.1K -335 -13%
SMC
325
Smith, Moore & Co
Missouri
$241K -$26.8K -248 -10%

JNK Hedge Fund Activity: Q2 2019 in Review

446 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q2 2019, worth a combined $8.39B — up 6.5% from $7.88B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of JNK and 59 opened new positions — a net loss of 23 holders — while 207 trimmed existing stakes and 159 added.

The largest buyer was JP Morgan Chase, adding an estimated $377M. The largest seller was UBS Group, cutting an estimated $377M.

  • 446 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q2 2019, down from 476 in Q1 2019.
  • Funds reported $8.39B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q2 2019, up 6.5% quarter-over-quarter.
  • 59 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q2 2019 and 82 closed out, a net change of -23 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $377M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q2 2019 was UBS Group, an estimated $377M sold.

Based on aggregated 13F filings for Q2 2019.