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State Street SPDR Bloomberg High Yield Bond ETF

476 hedge funds and large institutions have $7.88B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2019 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 176 increasing their positions, 159 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more funds holding in top 10

Funds holding in top 10: 2638 (+12)

31% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 59

23% more capital invested

Capital invested by funds: $6.41B → $7.88B (+$1.47B)

11% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 159

3% more funds holding

Funds holding: 461476 (+15)

2.69% less ownership

Funds ownership: 30.84%28.14% (-2.7%)

95% less call options, than puts

Call options by funds: $4.61M | Put options by funds: $91.7M

Holders
476
Holders Change
+15
Holders Change %
+3.25%
% of All Funds
10.3%
Holding in Top 10
38
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+46.15%
% of All Funds
0.82%
New
77
Increased
176
Reduced
159
Closed
59
Calls
$4.61M
Puts
$91.7M
Net Calls
-$87.1M
Net Calls Change
+$309M
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
351
Wealthspire Advisors (New York)
New York
$248K +$12.3K +116 +5%
PA
352
Parallel Advisors
California
$243K +$23.7K +224 +11%
RCAG
353
Rehmann Capital Advisory Group
Michigan
$242K +$237K +2,239 New
OMC
354
Old Mission Capital
Illinois
$240K +$235K +2,221 New
SNBOSCI
355
Security National Bank of Sioux City Iowa
Iowa
$240K +$236K +2,226 New
PFS
356
Prospera Financial Services
Texas
$236K +$232K +2,190 New
CFG
357
Citizens Financial Group
Rhode Island
$232K -$97.1K -917 -30%
SSWM
358
Sheets Smith Wealth Management
North Carolina
$229K +$2.01K +19 +0.9%
PIA
359
Pinion Investment Advisors
Kansas
$223K +$218K +2,064 New
BA
360
Boston Advisors
Massachusetts
$221K +$217K +2,051 New
UBS AM
361
UBS AM
Illinois
$221K -$427K -4,031 -66%
FWM
362
Frontier Wealth Management
Missouri
$219K -$10.4K -98 -5%
MAS
363
Madden Advisory Services
Florida
$219K
SVWA
364
Sound View Wealth Advisors
Georgia
$219K
CAM
365
Covenant Asset Management
New Jersey
$217K
CFN
366
Cordasco Financial Network
Florida
$211K -$3.6K -34 -2%
PA
367
PFG Advisors
Arizona
$209K -$54.1K -511 -21%
William Blair & Company
368
William Blair & Company
Illinois
$208K -$25.4K -240 -11%
LFAS
369
Level Four Advisory Services
Texas
$203K -$226K -2,136 -53%
SG Americas Securities
370
SG Americas Securities
New York
$198K -$706K -6,667 -78%
SWP
371
Strategic Wealth Partners
Ohio
$197K -$23.3K -220 -11%
TFGT
372
TS Financial Group (TSFG)
Illinois
$179K +$175K +1,656 New
SBL
373
Sargent Bickham Lagudis
Colorado
$175K +$29.7K +281 +21%
EDRH
374
Edmond de Rothschild Holding
Switzerland
$162K
JCM
375
Julex Capital Management
Massachusetts
$159K +$86.7K +819 +126%

JNK Hedge Fund Activity: Q1 2019 in Review

476 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q1 2019, worth a combined $7.88B — up 23% from $6.41B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new JNK positions and 59 closed out — a net gain of 18 holders — while 176 added to existing stakes and 159 trimmed.

The largest buyer was Jefferies Group, adding an estimated $169M. The largest seller was Bank of America, cutting an estimated $361M.

  • 476 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q1 2019, up from 461 in Q4 2018.
  • Funds reported $7.88B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q1 2019, up 23% quarter-over-quarter.
  • 77 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q1 2019 and 59 closed out, a net change of +18 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q1 2019 was Jefferies Group, an estimated $169M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q1 2019 was Bank of America, an estimated $361M sold.

Based on aggregated 13F filings for Q1 2019.