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State Street SPDR Bloomberg High Yield Bond ETF

458 hedge funds and large institutions have $8.49B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2018 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 165 increasing their positions, 168 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $7.97B → $8.49B (+$524M)

0.61% more ownership

Funds ownership: 27.5%28.11% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 3636 (0)

0% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 46

0% less funds holding

Funds holding: 459458 (-1)

2% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 168

96% less call options, than puts

Call options by funds: $3.64M | Put options by funds: $90.3M

Holders
458
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
10.47%
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.82%
New
46
Increased
165
Reduced
168
Closed
46
Calls
$3.64M
Puts
$90.3M
Net Calls
-$86.7M
Net Calls Change
+$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
326
Conservest Capital Advisors
Pennsylvania
$261K +$17.4K +162 +7%
HIM
327
Hillsdale Investment Management
Ontario, Canada
$260K -$573K -5,333 -69%
EGA
328
E&G Advisors
Texas
$260K
Franklin Resources
329
Franklin Resources
California
$259K +$257K +2,392 New
PA
330
PFG Advisors
Arizona
$257K -$43.9K -408 -14%
MC
331
Mathes Company
New York
$256K
Luther King Capital Management (LKCM)
332
Luther King Capital Management (LKCM)
Texas
$251K -$246K -2,288 Closed
EF
333
Empirical Finance
Pennsylvania
$249K +$248K +2,304 New
SC
334
Scotia Capital
Ontario, Canada
$246K -$15.3K -142 -6%
PA
335
Parallel Advisors
California
$243K -$107 -1 -0%
CFN
336
Cordasco Financial Network
Florida
$241K +$860 +8 +0.4%
B
337
Bellecapital
Switzerland
$237K +$236K +2,193 New
OA
338
Oxbow Advisors
Texas
$235K +$234K +2,174 New
MA
339
Mutual Advisors
Nebraska
$234K -$157K -1,460 -40%
WP
340
WealthSource Partners
California
$232K +$1.72K +16 +0.8%
CA
341
Continuum Advisory
Idaho
$230K -$35.4K -329 -13%
MA
342
MUFG Americas
New York
$229K +$71.6K +666 +46%
SSWM
343
Sheets Smith Wealth Management
North Carolina
$221K +$220K +2,046 New
MAS
344
Madden Advisory Services
Florida
$219K -$215 -2 -0.1%
Schroder Investment Management Group
345
Schroder Investment Management Group
United Kingdom
$218K
CAM
346
Covenant Asset Management
New Jersey
$217K
CFGS
347
Concourse Financial Group Securities
Alabama
$217K +$216K +2,011 New
BWA
348
BDO Wealth Advisors
Florida
$215K -$146K -1,358 -41%
William Blair & Company
349
William Blair & Company
Illinois
$211K +$1.5K +14 +0.7%
CAN
350
Claraphi Advisory Network
United States
$205K -$39.6K -368 -16%

JNK Hedge Fund Activity: Q3 2018 in Review

458 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q3 2018, worth a combined $8.49B — up 6.6% from $7.97B a quarter earlier.

Fund positioning in JNK was balanced in Q3 2018: 46 funds opened new positions, 46 closed out, 165 added to existing stakes and 168 trimmed.

The largest buyer was State Street, adding an estimated $268M. The largest seller was Personal Capital Advisors, cutting an estimated $154M.

  • 458 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q3 2018, down from 459 in Q2 2018.
  • Funds reported $8.49B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q3 2018, up 6.6% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q3 2018 and 46 closed out, a net change of 0 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q3 2018 was State Street, an estimated $268M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q3 2018 was Personal Capital Advisors, an estimated $154M sold.

Based on aggregated 13F filings for Q3 2018.