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State Street SPDR Bloomberg High Yield Bond ETF

568 hedge funds and large institutions have $8.42B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2021 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 225 increasing their positions, 149 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 56

51% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 149

13% more capital invested

Capital invested by funds: $7.47B → $8.42B (+$947M)

10% more funds holding

Funds holding: 515568 (+53)

6.1% more ownership

Funds ownership: 83.7%89.8% (+6.1%)

16% less funds holding in top 10

Funds holding in top 10: 3832 (-6)

96% less call options, than puts

Call options by funds: $29.3M | Put options by funds: $756M

Holders
568
Holders Change
+53
Holders Change %
+10.29%
% of All Funds
8.74%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.49%
New
118
Increased
225
Reduced
149
Closed
56
Calls
$29.3M
Puts
$756M
Net Calls
-$727M
Net Calls Change
-$605M
Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
326
Edmond de Rothschild Holding
Switzerland
$483K
MWP
327
Madison Wealth Partners
Wisconsin
$474K
CFD
328
Creative Financial Designs
Indiana
$473K +$134K +1,233 +39%
WWM
329
Western Wealth Management
Colorado
$464K +$463K +4,273 New
CP
330
Camelot Portfolios
Ohio
$463K +$462K +4,267 New
TPWM
331
Twelve Points Wealth Management
Massachusetts
$454K +$453K +4,186 New
IFG
332
Independent Financial Group
California
$446K +$19.5K +180 +5%
AWM
333
Axxcess Wealth Management
California
$435K +$434K +4,009 New
MGIA
334
Moneta Group Investment Advisors
Missouri
$434K -$442K -4,080 -96%
SNBOSCI
335
Security National Bank of Sioux City Iowa
Iowa
$426K -$2.71K -25 -0.6%
PWM
336
Prentice Wealth Management
New York
$425K +$102K +938 +32%
GLA
337
Good Life Advisors
Pennsylvania
$422K +$421K +3,883 New
Fisher Asset Management
338
Fisher Asset Management
Washington
$421K +$9.32K +86 +2%
KL
339
KilterHowling LLC
Colorado
$419K +$418K +3,859 New
WPW
340
Waldron Private Wealth
Pennsylvania
$419K +$418K +3,860 New
BAAM
341
Baker Avenue Asset Management
California
$415K +$37.6K +347 +10%
CFB
342
Cullen/Frost Bankers
Texas
$408K +$9.21K +85 +2%
TI
343
Trexquant Investment
Connecticut
$408K +$407K +3,760 New
TPCW
344
TD Private Client Wealth
New York
$397K +$99.6K +919 +34%
AAP
345
Arax Advisory Partners
Colorado
$396K +$4.88K +45 +1%
TPA
346
Trivium Point Advisory
Connecticut
$386K +$5.09K +47 +1%
KFGK
347
Keystone Financial Group (Kentucky)
Kentucky
$383K -$6.5K -60 -2%
PFM
348
Peak Financial Management
Massachusetts
$383K +$382K +3,530 New
WANY
349
Wealthspire Advisors (New York)
New York
$381K +$19K +175 +5%
JCM
350
Jag Capital Management
Missouri
$356K -$98.7K -911 -22%

JNK Hedge Fund Activity: Q4 2021 in Review

568 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q4 2021, worth a combined $8.42B — up 13% from $7.47B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new JNK positions and 56 closed out — a net gain of 62 holders — while 225 added to existing stakes and 149 trimmed.

The largest buyer was BlackRock, adding an estimated $229M. The largest seller was JP Morgan Chase, cutting an estimated $53.2M.

  • 568 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q4 2021, up from 515 in Q3 2021.
  • Funds reported $8.42B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 118 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q4 2021 and 56 closed out, a net change of +62 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q4 2021 was BlackRock, an estimated $229M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q4 2021 was JP Morgan Chase, an estimated $53.2M sold.

Based on aggregated 13F filings for Q4 2021.