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State Street SPDR Bloomberg High Yield Bond ETF

387 hedge funds and large institutions have $9.74B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2016 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 165 increasing their positions, 107 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 107

45% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 47

38% more capital invested

Capital invested by funds: $7.05B → $9.74B (+$2.69B)

37% more funds holding in top 10

Funds holding in top 10: 3041 (+11)

4% more funds holding

Funds holding: 371387 (+16)

1.26% more ownership

Funds ownership: 25.62%26.88% (+1.3%)

25% less call options, than puts

Call options by funds: $35.7M | Put options by funds: $47.8M

Holders
387
Holders Change
+16
Holders Change %
+4.31%
% of All Funds
10.31%
Holding in Top 10
41
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+36.67%
% of All Funds
1.09%
New
68
Increased
165
Reduced
107
Closed
47
Calls
$35.7M
Puts
$47.8M
Net Calls
-$12.1M
Net Calls Change
+$59.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
351
Gradient Investments
Minnesota
$45K +$23.3K +234 +116%
HI
352
Hudock Inc
Pennsylvania
$43K +$41.8K +419 New
HWP
353
Hefty Wealth Partners
Indiana
$40K -$2.09K -21 -5%
CFG
354
Citizens Financial Group
Rhode Island
$40K +$22.6K +227 +136%
CLOS
355
Compagnie Lombard Odier SCmA
Switzerland
$37K
KFA
356
Kelleher Financial Advisors
New York
$36K +$35.2K +353 New
CWM
357
Cranbrook Wealth Management
Michigan
$34K
CHC
358
City Holding Co
West Virginia
$33K
NFG
359
Next Financial Group
Texas
$32K +$15K +150 +88%
SSB
360
Sandy Spring Bank
Maryland
$31K +$25.4K +255 +567%
DBT
361
Dubuque Bank & Trust
Iowa
$30K -$25.6K -257 -47%
CFA
362
Carroll Financial Associates
North Carolina
$29K +$16.4K +164 +136%
WCM
363
Wealthcare Capital Management
Virginia
$29K +$28.2K +283 New
Fifth Third Bancorp
364
Fifth Third Bancorp
Ohio
$27K -$2.59K -26 -9%
AC
365
Alexandria Capital
Virginia
$24K -$897 -9 -4%
BL
366
Balentine LLC
Georgia
$24K
SIM
367
Sonora Investment Management
Arizona
$16.4K +$15.7K +157 New
IFA
368
Interactive Financial Advisors
Illinois
$15K
JWA
369
JFS Wealth Advisors
Pennsylvania
$15K
CA
370
CapWealth Advisors
Tennessee
$14K
PSUF
371
People's United Financial
Connecticut
$13K
EDRH
372
Edmond de Rothschild Holding
Switzerland
$12K +$11.7K +117 New
AIA
373
Alerus Investment Advisors
Minnesota
$10K
MA
374
MCF Advisors
Kentucky
$10K +$10.1K +101 New
JIR
375
James Investment Research
Ohio
$8K

JNK Hedge Fund Activity: Q1 2016 in Review

387 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q1 2016, worth a combined $9.74B — up 38% from $7.05B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new JNK positions and 47 closed out — a net gain of 21 holders — while 165 added to existing stakes and 107 trimmed.

The largest buyer was BlackRock Advisors, adding an estimated $264M. The largest seller was LPL Financial, cutting an estimated $95.5M.

  • 387 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q1 2016, up from 371 in Q4 2015.
  • Funds reported $9.74B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q1 2016, up 38% quarter-over-quarter.
  • 68 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q1 2016 and 47 closed out, a net change of +21 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q1 2016 was BlackRock Advisors, an estimated $264M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q1 2016 was LPL Financial, an estimated $95.5M sold.

Based on aggregated 13F filings for Q1 2016.