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State Street SPDR Bloomberg High Yield Bond ETF

575 hedge funds and large institutions have $7.56B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 233 increasing their positions, 158 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 54

47% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 158

4% more funds holding

Funds holding: 552575 (+23)

4.07% more ownership

Funds ownership: 94.52%98.58% (+4.1%)

2% less capital invested

Capital invested by funds: $7.71B → $7.56B (-$148M)

4% less funds holding in top 10

Funds holding in top 10: 2726 (-1)

33% less call options, than puts

Call options by funds: $4.85M | Put options by funds: $7.26M

Holders
575
Holders Change
+23
Holders Change %
+4.17%
% of All Funds
7.57%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.34%
New
87
Increased
233
Reduced
158
Closed
54
Calls
$4.85M
Puts
$7.26M
Net Calls
-$2.42M
Net Calls Change
-$6.31M
Name Holding Trade Value Shares
Change
Change in
Stake
PFG
301
PAX Financial Group
Texas
$609K +$41.2K +427 +7%
SIA
302
SGL Investment Advisors
Montana
$598K -$13.2K -137 -2%
MWA
303
Medallion Wealth Advisors
Connecticut
$589K +$597K +6,180 New
EGM
304
Engineers Gate Manager
New York
$577K -$274K -2,837 -32%
CB
305
Commerce Bank
Missouri
$573K
RF
306
Rossby Financial
Florida
$563K +$570K +5,901 New
BBW
307
Blue Barn Wealth
Utah
$561K +$31.9K +331 +6%
XT
308
XTX Topco
Cayman Islands
$556K +$562K +5,824 New
NPFS
309
Novak & Powell Financial Services
Florida
$541K +$11.8K +122 +2%
IA
310
Integrity Alliance
Iowa
$539K +$545K +5,650 New
IAA
311
Independent Advisor Alliance
North Carolina
$539K +$545K +5,643 New
KeyBank National Association
312
KeyBank National Association
Ohio
$537K
AWM
313
Adams Wealth Management
Utah
$530K -$40.7K -422 -7%
CI
314
CacheTech Inc
Utah
$530K -$40.7K -422 -7%
CWM
315
Cordatus Wealth Management
Pennsylvania
$516K +$522K +5,408 New
SPP
316
Single Point Partners
Massachusetts
$515K -$12.9K -134 -2%
WDC
317
Woodward Diversified Capital
California
$515K +$520K +5,392 New
Federated Hermes
318
Federated Hermes
Pennsylvania
$511K +$516K +5,350 New
SW
319
Simplicity Wealth
New Jersey
$503K -$2.03K -21 -0.4%
IPWA
320
International Private Wealth Advisors
California
$502K +$303K +3,141 +148%
WAS
321
Wealth Advisory Solutions
Indiana
$495K +$4.05K +42 +0.8%
MFG
322
Merit Financial Group
Georgia
$488K +$26.1K +270 +6%
TAM
323
Tucker Asset Management
Colorado
$486K +$474K +4,909 +2,742%
PTC
324
Private Trust Company
Ohio
$485K
JIC
325
Joel Isaacson & Co
New York
$477K -$193 -2 -0%

JNK Hedge Fund Activity: Q4 2024 in Review

575 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q4 2024, worth a combined $7.56B — down 1.9% from $7.71B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new JNK positions and 54 closed out — a net gain of 33 holders — while 233 added to existing stakes and 158 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $66.4M. The largest seller was Toews Corporation, exiting entirely with an estimated $109M sold.

  • 575 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q4 2024, up from 552 in Q3 2024.
  • Funds reported $7.56B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q4 2024, down 1.9% quarter-over-quarter.
  • 87 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q4 2024 and 54 closed out, a net change of +33 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q4 2024 was Schroder Investment Management Group, an estimated $66.4M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q4 2024 was Toews Corporation, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2024.