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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
BBW
301
Blue Barn Wealth
Utah
$452K -$260K -2,840 -37%
CFGS
302
Concourse Financial Group Securities
Alabama
$451K -$412K -4,504 -48%
TA
303
Tiedemann Advisors
New York
$449K
Creative Planning
304
Creative Planning
Kansas
$449K -$8.79K -96 -2%
WIM
305
Westside Investment Management
California
$441K
IIM
306
InTrack Investment Management
Vermont
$436K -$62.5K -683 -13%
WA
307
WBH Advisory
Maryland
$434K -$72.6K -793 -14%
FFA
308
Farther Finance Advisors
California
$423K +$9.89K +108 +2%
SFFS
309
Stonehage Fleming Financial Services
Jersey
$423K -$1.25M -13,647 -75%
SPC
310
Sigma Planning Corp
Michigan
$410K -$840K -9,174 -67%
EDRH
311
Edmond de Rothschild Holding
Switzerland
$410K
G
312
GenTrust
Florida
$409K +$406K +4,440 New
BPA
313
Beacon Pointe Advisors
California
$408K -$17.5K -191 -4%
Betterment LLC
314
Betterment LLC
New York
$408K -$62.1K -678 -13%
CFP
315
Catalyst Financial Partners
Massachusetts
$407K +$35.9K +392 +10%
FFN
316
Focus Financial Network
Minnesota
$405K -$11.9K -130 -3%
CP
317
Camelot Portfolios
Ohio
$400K -$31.9K -348 -7%
WP
318
WealthPLAN Partners
Nebraska
$397K -$75.3K -822 -16%
CAG
319
Crestwood Advisors Group
Massachusetts
$389K -$252K -2,755 -39%
LNC
320
Lincoln National Corp
Pennsylvania
$387K -$299K -3,267 -44%
ATPW
321
Ashton Thomas Private Wealth
Arizona
$386K +$173K +1,885 +82%
JWCA
322
J.W. Cole Advisors
Florida
$385K -$557K -6,083 -59%
WBCM
323
Wilson & Boucher Capital Management
California
$382K -$13.7K -150 -3%
CWAG
324
Carlsbad Wealth Advisory Group
California
$379K +$377K +4,120 New
SNBOSCI
325
Security National Bank of Sioux City Iowa
Iowa
$379K +$377K +4,118 New

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.