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State Street SPDR Bloomberg High Yield Bond ETF

508 hedge funds and large institutions have $7.39B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 166 increasing their positions, 180 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding in top 10

Funds holding in top 10: 2023 (+3)

6.47% more ownership

Funds ownership: 98.12%104.59% (+6.5%)

2% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 57

8% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 180

1% less funds holding

Funds holding: 514508 (-6)

9% less capital invested

Capital invested by funds: $8.14B → $7.39B (-$745M)

52% less call options, than puts

Call options by funds: $15.2M | Put options by funds: $31.6M

Holders
508
Holders Change
-6
Holders Change %
-1.17%
% of All Funds
8.06%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
58
Increased
166
Reduced
180
Closed
57
Calls
$15.2M
Puts
$31.6M
Net Calls
-$16.3M
Net Calls Change
+$6.52M
Name Holding Trade Value Shares
Change
Change in
Stake
SNBOSCI
326
Security National Bank of Sioux City Iowa
Iowa
$372K -$458 -5 -0.1%
LNC
327
Lincoln National Corp
Pennsylvania
$360K -$20.4K -223 -5%
MSCM
328
McElhenny Sheffield Capital Management
Texas
$359K
FFN
329
Focus Financial Network
Minnesota
$356K -$42K -459 -10%
PVI
330
Pine Valley Investments
New Jersey
$355K +$4.95K +54 +1%
CAM
331
Concorde Asset Management
Michigan
$349K +$96.3K +1,051 +37%
FPAS
332
Focus Partners Advisor Solutions
Missouri
$347K +$352K +3,840 New
PTC
333
Private Trust Company
Ohio
$345K
HWM
334
HB Wealth Management
Georgia
$343K -$371K -4,054 -52%
TC
335
Telemus Capital
Michigan
$339K
P
336
Pitcairn
Pennsylvania
$335K
Carson Wealth (CWM LLC)
337
Carson Wealth (CWM LLC)
Nebraska
$335K -$351K -3,832 -51%
Empower Advisory Group
338
Empower Advisory Group
Colorado
$333K +$4.21K +46 +1%
APW
339
Aurora Private Wealth
New Jersey
$331K +$336K +3,664 New
KWMG
340
King Wealth Management Group
Florida
$330K -$15.5K -169 -4%
TIA
341
Tiemann Investment Advisors
California
$321K +$325K +3,546 New
MLFP
342
MPS Loria Financial Planners
Illinois
$315K +$6.96K +76 +2%
PA
343
Parallel Advisors
California
$305K -$202K -2,211 -40%
MOS
344
MGO One Seven
Ohio
$299K +$303K +3,306 New
KWS
345
Keystone Wealth Services
California
$298K +$4.95K +54 +2%
CI
346
CX Institutional
Indiana
$298K
CCM
347
Coldstream Capital Management
Washington
$297K
ATPW
348
Ashton Thomas Private Wealth
Arizona
$294K -$86.1K -940 -22%
MAM
349
McLean Asset Management
Virginia
$291K
TI
350
Trexquant Investment
Connecticut
$291K +$295K +3,219 New

JNK Hedge Fund Activity: Q3 2023 in Review

508 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q3 2023, worth a combined $7.39B — down 9.2% from $8.14B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new JNK positions and 57 closed out — a net gain of 1 holder — while 166 added to existing stakes and 180 trimmed.

The largest buyer was Jane Street, adding an estimated $109M. The largest seller was Clark Capital Management Group, cutting an estimated $385M.

  • 508 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q3 2023, down from 514 in Q2 2023.
  • Funds reported $7.39B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q3 2023, down 9.2% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q3 2023 and 57 closed out, a net change of +1 holder.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q3 2023 was Jane Street, an estimated $109M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q3 2023 was Clark Capital Management Group, an estimated $385M sold.

Based on aggregated 13F filings for Q3 2023.