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State Street SPDR Bloomberg High Yield Bond ETF

446 hedge funds and large institutions have $8.39B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2019 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 159 increasing their positions, 207 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

62.37% more ownership

Funds ownership: 28.14%90.51% (+62%)

6% more capital invested

Capital invested by funds: $7.88B → $8.39B (+$509M)

6% less funds holding

Funds holding: 476446 (-30)

8% less funds holding in top 10

Funds holding in top 10: 3835 (-3)

23% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 207

28% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 82

76% less call options, than puts

Call options by funds: $347M | Put options by funds: $1.44B

Holders
446
Holders Change
-30
Holders Change %
-6.3%
% of All Funds
9.69%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.76%
New
59
Increased
159
Reduced
207
Closed
82
Calls
$347M
Puts
$1.44B
Net Calls
-$1.09B
Net Calls Change
-$1B
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
326
B. Riley Wealth Advisors
Florida
$240K -$768K -7,114 -76%
CFB
327
Cullen/Frost Bankers
Texas
$239K -$51.6K -478 -18%
SW
328
SVB Wealth
Massachusetts
$237K +$235K +2,182 New
BHBT
329
Burke & Herbert Bank & Trust
Virginia
$226K -$24.6K -228 -10%
CAM
330
Covenant Asset Management
New Jersey
$219K -$108 -1 -0%
PA
331
PFG Advisors
Arizona
$217K +$8.09K +75 +4%
CFN
332
Cordasco Financial Network
Florida
$215K +$1.29K +12 +0.6%
AWA
333
Arete Wealth Advisors
Illinois
$213K +$211K +1,958 New
MPW
334
MA Private Wealth
California
$209K -$243K -2,254 -54%
B
335
Bellecapital
Switzerland
$207K -$132K -1,221 -39%
LWS
336
Lucia Wealth Services
California
$200K -$63.2K -586 -24%
HMS
337
Hanseatic Management Services
New Mexico
$196K +$194K +1,800 New
TFGT
338
TS Financial Group (TSFG)
Illinois
$180K -$647 -6 -0.4%
AF
339
Advisornet Financial
Minnesota
$179K +$21.9K +203 +14%
Fifth Third Bancorp
340
Fifth Third Bancorp
Ohio
$175K -$183K -1,694 -51%
SBL
341
Sargent Bickham Lagudis
Colorado
$171K -$5.39K -50 -3%
EDRH
342
Edmond de Rothschild Holding
Switzerland
$164K -$108 -1 -0.1%
OAM
343
Oppenheimer Asset Management
New York
$164K +$150K +1,388 +1,138%
TNBTD
344
Trustmark National Bank Trust Department
Mississippi
$160K -$4.72M -43,726 -97%
CFG
345
Citizens Financial Group
Rhode Island
$155K -$79.2K -734 -34%
JFGIW
346
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$154K -$3.56K -33 -2%
William Blair & Company
347
William Blair & Company
Illinois
$142K -$67.2K -623 -32%
HNB
348
Huntington National Bank
Ohio
$136K
TA
349
TCG Advisors
Texas
$136K +$113K +1,045 +505%
CAPTRUST Financial Advisors
350
CAPTRUST Financial Advisors
North Carolina
$132K

JNK Hedge Fund Activity: Q2 2019 in Review

446 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q2 2019, worth a combined $8.39B — up 6.5% from $7.88B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of JNK and 59 opened new positions — a net loss of 23 holders — while 207 trimmed existing stakes and 159 added.

The largest buyer was JP Morgan Chase, adding an estimated $377M. The largest seller was UBS Group, cutting an estimated $377M.

  • 446 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q2 2019, down from 476 in Q1 2019.
  • Funds reported $8.39B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q2 2019, up 6.5% quarter-over-quarter.
  • 59 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q2 2019 and 82 closed out, a net change of -23 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $377M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q2 2019 was UBS Group, an estimated $377M sold.

Based on aggregated 13F filings for Q2 2019.