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State Street SPDR Bloomberg High Yield Bond ETF

552 hedge funds and large institutions have $7.71B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 171 increasing their positions, 216 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 45

25% more call options, than puts

Call options by funds: $19.5M | Put options by funds: $15.6M

2% more funds holding

Funds holding: 539552 (+13)

5% less capital invested

Capital invested by funds: $8.11B → $7.71B (-$403M)

3.36% less ownership

Funds ownership: 97.88%94.52% (-3.4%)

7% less funds holding in top 10

Funds holding in top 10: 2927 (-2)

21% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 216

Holders
552
Holders Change
+13
Holders Change %
+2.41%
% of All Funds
7.93%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.39%
New
63
Increased
171
Reduced
216
Closed
45
Calls
$19.5M
Puts
$15.6M
Net Calls
+$3.89M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
326
Peak Financial Management
Massachusetts
$438K +$18.7K +195 +5%
Creative Planning
327
Creative Planning
Kansas
$436K -$367K -3,829 -46%
EDRH
328
Edmond de Rothschild Holding
Switzerland
$435K
PWG
329
Private Wealth Group
Florida
$430K -$6.14K -64 -1%
IFG
330
Independent Financial Group
California
$429K +$29.9K +312 +8%
BWP
331
Balboa Wealth Partners
Arizona
$428K -$534K -5,563 -56%
WP
332
WealthPLAN Partners
Nebraska
$422K
CCM
333
Crew Capital Management
Ohio
$415K +$5.85K +61 +1%
FNWA
334
Financial Network Wealth Advisors
Utah
$406K +$8.06K +84 +2%
DAS
335
Dynamic Advisor Solutions
Arizona
$405K -$30K -313 -7%
PVI
336
Pine Valley Investments
New Jersey
$403K +$5.57K +58 +1%
PFG
337
Pinnacle Financial Group
Illinois
$401K +$394K +4,102 New
APW
338
Austin Private Wealth
Texas
$400K -$280K -2,916 -42%
BFA
339
Beaumont Financial Advisors
Massachusetts
$394K
SNBOSCI
340
Security National Bank of Sioux City Iowa
Iowa
$387K
CAG
341
Crestwood Advisors Group
Massachusetts
$386K -$40.3K -420 -10%
SCA
342
Snowden Capital Advisors
New York
$385K -$206K -2,144 -35%
CCM
343
Coldstream Capital Management
Washington
$383K -$44.1K -460 -11%
WBCM
344
Wilson & Boucher Capital Management
California
$381K -$4.8K -50 -1%
IWM
345
IHT Wealth Management
Illinois
$380K +$106K +1,107 +40%
AWM
346
Accurate Wealth Management
Florida
$377K -$11.1K -116 -3%
Empower Advisory Group
347
Empower Advisory Group
Colorado
$376K +$15.5K +162 +4%
SW
348
SteelPeak Wealth
California
$374K -$960 -10 -0.3%
BTWM
349
Baker Tilly Wealth Management
Wisconsin
$374K -$1.34K -14 -0.4%
MSCM
350
McElhenny Sheffield Capital Management
Texas
$368K

JNK Hedge Fund Activity: Q3 2024 in Review

552 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q3 2024, worth a combined $7.71B — down 5% from $8.11B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new JNK positions and 45 closed out — a net gain of 18 holders — while 171 added to existing stakes and 216 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $154M. The largest seller was Goldman Sachs, cutting an estimated $484M.

  • 552 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q3 2024, up from 539 in Q2 2024.
  • Funds reported $7.71B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q3 2024, down 5% quarter-over-quarter.
  • 63 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q3 2024 and 45 closed out, a net change of +18 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $154M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q3 2024 was Goldman Sachs, an estimated $484M sold.

Based on aggregated 13F filings for Q3 2024.