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State Street SPDR Bloomberg High Yield Bond ETF

508 hedge funds and large institutions have $7.39B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 166 increasing their positions, 180 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding in top 10

Funds holding in top 10: 2023 (+3)

6.47% more ownership

Funds ownership: 98.12%104.59% (+6.5%)

2% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 57

8% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 180

1% less funds holding

Funds holding: 514508 (-6)

9% less capital invested

Capital invested by funds: $8.14B → $7.39B (-$745M)

52% less call options, than puts

Call options by funds: $15.2M | Put options by funds: $31.6M

Holders
508
Holders Change
-6
Holders Change %
-1.17%
% of All Funds
8.06%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
58
Increased
166
Reduced
180
Closed
57
Calls
$15.2M
Puts
$31.6M
Net Calls
-$16.3M
Net Calls Change
+$6.52M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
301
Balboa Wealth Partners
Arizona
$489K +$256K +2,797 +107%
SW
302
SteelPeak Wealth
California
$487K +$12.5K +137 +3%
KFS
303
Kelly Financial Services
Massachusetts
$483K -$6.69K -73 -1%
IFG
304
Independent Financial Group
California
$483K +$5.5K +60 +1%
IIM
305
InTrack Investment Management
Vermont
$463K +$36K +393 +8%
AWA
306
Arete Wealth Advisors
Illinois
$453K -$192K -2,094 -29%
JIC
307
Joel Isaacson & Co
New York
$452K
TA
308
Tiedemann Advisors
New York
$441K
WIM
309
Westside Investment Management
California
$433K
CFGS
310
Concourse Financial Group Securities
Alabama
$428K -$14.8K -162 -3%
Creative Planning
311
Creative Planning
Kansas
$426K -$14.7K -161 -3%
PWG
312
Private Wealth Group
Florida
$424K +$429K +4,688 New
BPA
313
Beacon Pointe Advisors
California
$412K +$11.1K +121 +3%
EDRH
314
Edmond de Rothschild Holding
Switzerland
$402K
William Blair & Company
315
William Blair & Company
Illinois
$398K +$362K +3,948 +872%
CAG
316
Crestwood Advisors Group
Massachusetts
$394K +$12.2K +133 +3%
BBW
317
Blue Barn Wealth
Utah
$394K -$50.5K -551 -11%
AllianceBernstein
318
AllianceBernstein
Tennessee
$393K +$55K +600 +16%
WP
319
WealthPLAN Partners
Nebraska
$390K +$275 +3 +0.1%
FAIM
320
Financial Advocates Investment Management
Washington
$389K +$215K +2,344 +67%
JWCA
321
J.W. Cole Advisors
Florida
$385K +$7.05K +77 +2%
AT
322
Arden Trust
Delaware
$384K -$70.5K -770 -15%
KBC
323
Key Bridge Compliance
$377K +$382K +4,172 New
WBCM
324
Wilson & Boucher Capital Management
California
$375K
CS
325
Comerica Securities
Michigan
$372K +$4.76K +52 +1%

JNK Hedge Fund Activity: Q3 2023 in Review

508 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q3 2023, worth a combined $7.39B — down 9.2% from $8.14B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new JNK positions and 57 closed out — a net gain of 1 holder — while 166 added to existing stakes and 180 trimmed.

The largest buyer was Jane Street, adding an estimated $109M. The largest seller was Clark Capital Management Group, cutting an estimated $385M.

  • 508 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q3 2023, down from 514 in Q2 2023.
  • Funds reported $7.39B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q3 2023, down 9.2% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q3 2023 and 57 closed out, a net change of +1 holder.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q3 2023 was Jane Street, an estimated $109M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q3 2023 was Clark Capital Management Group, an estimated $385M sold.

Based on aggregated 13F filings for Q3 2023.