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State Street SPDR Bloomberg High Yield Bond ETF

478 hedge funds and large institutions have $10.4B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 190 increasing their positions, 149 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 149

25% more capital invested

Capital invested by funds: $8.26B → $10.4B (+$2.09B)

16.19% more ownership

Funds ownership: 70.8%86.99% (+16%)

5% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 58

0% more funds holding

Funds holding: 478478 (0)

3% less funds holding in top 10

Funds holding in top 10: 2928 (-1)

88% less call options, than puts

Call options by funds: $16.9M | Put options by funds: $136M

Holders
478
Holders Change
Holders Change %
0%
% of All Funds
9.64%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.56%
New
61
Increased
190
Reduced
149
Closed
58
Calls
$16.9M
Puts
$136M
Net Calls
-$119M
Net Calls Change
+$6.18M
Name Holding Trade Value Shares
Change
Change in
Stake
ACS
301
Archford Capital Strategies
Illinois
$352K
BC
302
Burney Company
Virginia
$345K
DSC
303
Duncker Streett & Co
Missouri
$343K -$21.3K -204 -6%
OPS
304
Orion Portfolio Solutions
Nebraska
$333K -$52.7K -504 -14%
BFG
305
Barber Financial Group
Kansas
$332K -$43.8K -419 -12%
CBFP
306
Cedar Brook Financial Partners
Ohio
$331K +$332K +3,173 New
HH
307
Hilltop Holdings
Texas
$330K -$2.15M -20,578 -87%
VCS
308
Vaughan & Co Securities
New Jersey
$330K
EWA
309
EP Wealth Advisors
California
$322K +$323K +3,091 New
OAM
310
Occidental Asset Management
California
$318K +$319K +3,053 New
TSS
311
Two Sigma Securities
New York
$316K -$769K -7,361 -71%
SG Americas Securities
312
SG Americas Securities
New York
$316K
CFB
313
Cullen/Frost Bankers
Texas
$311K -$197K -1,881 -39%
CT
314
Coastline Trust
Rhode Island
$306K -$640K -6,123 -68%
WCWM
315
Wooster Corthell Wealth Management
Connecticut
$306K -$257K -2,459 -46%
OIA
316
Optimum Investment Advisors
Illinois
$306K -$233K -2,232 -43%
WAM
317
Wealthspire Advisors (Maryland)
Maryland
$299K +$300K +2,868 New
KAH
318
Kathryn A. Hall
$297K -$55.7K -533 -16%
WANY
319
Wealthspire Advisors (New York)
New York
$297K +$23.2K +222 +8%
SNBOSCI
320
Security National Bank of Sioux City Iowa
Iowa
$296K +$8.57K +82 +3%
JCM
321
Jag Capital Management
Missouri
$295K -$149K -1,425 -33%
VCM
322
Vivaldi Capital Management
Illinois
$292K -$45.3K -433 -14%
KPWS
323
Kestra Private Wealth Services
Texas
$292K +$292K +2,797 New
RVPG
324
Relative Value Partners Group
$283K
SWP
325
Stratos Wealth Partners
Ohio
$279K -$79.2K -758 -22%

JNK Hedge Fund Activity: Q3 2020 in Review

478 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q3 2020, worth a combined $10.4B — up 25% from $8.26B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new JNK positions and 58 closed out — a net gain of 3 holders — while 190 added to existing stakes and 149 trimmed.

The largest buyer was BlackRock, adding an estimated $1.25B. The largest seller was SEI Investments, exiting entirely with an estimated $276M sold.

  • 478 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $10.4B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q3 2020, up 25% quarter-over-quarter.
  • 61 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q3 2020 and 58 closed out, a net change of +3 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q3 2020 was BlackRock, an estimated $1.25B added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q3 2020 was SEI Investments, an estimated $276M sold.

Based on aggregated 13F filings for Q3 2020.