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State Street SPDR Bloomberg High Yield Bond ETF

519 hedge funds and large institutions have $9.46B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2019 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 190 increasing their positions, 137 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 55

39% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 137

22% more funds holding in top 10

Funds holding in top 10: 3644 (+8)

11% more funds holding

Funds holding: 468519 (+51)

5% more capital invested

Capital invested by funds: $8.98B → $9.46B (+$474M)

1.12% more ownership

Funds ownership: 88.94%90.06% (+1.1%)

90% less call options, than puts

Call options by funds: $15.4M | Put options by funds: $150M

Holders
519
Holders Change
+51
Holders Change %
+10.9%
% of All Funds
10.23%
Holding in Top 10
44
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+22.22%
% of All Funds
0.87%
New
112
Increased
190
Reduced
137
Closed
55
Calls
$15.4M
Puts
$150M
Net Calls
-$135M
Net Calls Change
+$71.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
326
Ameritas Investment Company
Nebraska
$397K -$78.8K -727 -17%
TA
327
TCG Advisors
Texas
$395K +$28.7K +265 +8%
CAM
328
Concorde Asset Management
Michigan
$391K -$323K -2,975 -45%
SF
329
Summit Financial
New Jersey
$386K +$382K +3,525 New
BFG
330
Barber Financial Group
Kansas
$385K +$3.58K +33 +0.9%
CA
331
Cetera Advisors
Colorado
$366K +$2.71K +25 +0.8%
JIC
332
Joel Isaacson & Co
New York
$365K
GFPC
333
Global Financial Private Client
Florida
$364K +$361K +3,325 New
FA
334
Forefront Analytics
Pennsylvania
$360K +$2.38K +22 +0.7%
SWIG
335
Strategic Wealth Investment Group
Kentucky
$359K +$355K +3,276 New
WIA
336
World Investment Advisors
California
$358K -$19.5K -180 -5%
Creative Planning
337
Creative Planning
Kansas
$356K +$139K +1,281 +65%
HIM
338
Hillsdale Investment Management
Ontario, Canada
$353K +$88.9K +820 +34%
IWM
339
IHT Wealth Management
Illinois
$347K -$78.5K -724 -19%
WANY
340
Wealthspire Advisors (New York)
New York
$347K +$34.6K +319 +11%
CWM
341
Connecticut Wealth Management
Connecticut
$346K -$45K -415 -12%
WLIM
342
White Lighthouse Investment Management
Massachusetts
$346K +$4.34K +40 +1%
SFWC
343
Strategic Family Wealth Counselors
New Jersey
$346K +$343K +3,160 New
WIA
344
Wealthstreet Investment Advisors
Texas
$334K
DAS
345
Dynamic Advisor Solutions
Arizona
$333K -$64K -590 -16%
IC
346
Investment Counsel
Michigan
$330K
MWP
347
Meridian Wealth Partners
Pennsylvania
$326K +$323K +2,979 New
LWS
348
Lucia Wealth Services
California
$325K +$113K +1,043 +54%
VCM
349
Vivaldi Capital Management
Illinois
$323K
KFGK
350
Keystone Financial Group (Kentucky)
Kentucky
$318K +$542 +5 +0.2%

JNK Hedge Fund Activity: Q4 2019 in Review

519 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q4 2019, worth a combined $9.46B — up 5.3% from $8.98B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new JNK positions and 55 closed out — a net gain of 57 holders — while 190 added to existing stakes and 137 trimmed.

The largest buyer was BTS Asset Management, adding an estimated $719M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $212M.

  • 519 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q4 2019, up from 468 in Q3 2019.
  • Funds reported $9.46B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q4 2019, up 5.3% quarter-over-quarter.
  • 112 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q4 2019 and 55 closed out, a net change of +57 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q4 2019 was BTS Asset Management, an estimated $719M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q4 2019 was Manulife (Manufacturers Life Insurance), an estimated $212M sold.

Based on aggregated 13F filings for Q4 2019.