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State Street SPDR Bloomberg High Yield Bond ETF

446 hedge funds and large institutions have $8.39B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2019 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 159 increasing their positions, 207 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

62.37% more ownership

Funds ownership: 28.14%90.51% (+62%)

6% more capital invested

Capital invested by funds: $7.88B → $8.39B (+$509M)

6% less funds holding

Funds holding: 476446 (-30)

8% less funds holding in top 10

Funds holding in top 10: 3835 (-3)

23% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 207

28% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 82

76% less call options, than puts

Call options by funds: $347M | Put options by funds: $1.44B

Holders
446
Holders Change
-30
Holders Change %
-6.3%
% of All Funds
9.69%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.76%
New
59
Increased
159
Reduced
207
Closed
82
Calls
$347M
Puts
$1.44B
Net Calls
-$1.09B
Net Calls Change
-$1B
Name Holding Trade Value Shares
Change
Change in
Stake
LPWM
351
Lake Point Wealth Management
Texas
$115K +$76.1K +705 +200%
JCM
352
Julex Capital Management
Massachusetts
$109K -$49.8K -462 -31%
BCMIO
353
Beacon Capital Management Inc (Ohio)
Ohio
$106K -$9.71K -90 -8%
SIC
354
Salem Investment Counselors
North Carolina
$100K +$98.8K +916 New
CB
355
CNB Bank
Pennsylvania
$89K +$77.2K +716 +709%
PFGIA
356
Patriot Financial Group Insurance Agency
Massachusetts
$88K -$7.01K -65 -7%
Lazard Asset Management
357
Lazard Asset Management
New York
$87K
TFA
358
Toth Financial Advisory
Virginia
$83K -$108 -1 -0.1%
MWM
359
Merriman Wealth Management
Washington
$82.9K -$106K -980 -1%
CIAS
360
Capital Investment Advisory Services
North Carolina
$80K +$18.8K +174 +31%
AIM
361
Arcadia Investment Management
Michigan
$77K -$108 -1 -0.1%
JPLA
362
Joseph P. Lucia & Associates
New York
$76K -$1.53M -14,221 -95%
SWP
363
Strategic Wealth Partners
Ohio
$75K -$122K -1,135 -62%
BWA
364
BDO Wealth Advisors
Florida
$73K -$295K -2,733 -80%
BCI
365
Brinker Capital Investments
Pennsylvania
$72K +$71K +658 New
M
366
MOTCO
Texas
$65K -$4.1K -38 -6%
CPA
367
Clear Perspective Advisors
Illinois
$64K +$63.5K +589 New
DWM
368
Doyle Wealth Management
Florida
$56K +$55.2K +512 New
BCWM
369
Bartlett & Co Wealth Management
Ohio
$53.2K -$108 -1 -0.2%
BC
370
Bartlett & Co
Ohio
$53K -$108 -1 -0.2%
VRM
371
Vectors Research Management
New York
$50K +$49.1K +455 New
PAI
372
Pittenger & Anderson Inc
Nebraska
$49K
TF
373
Tompkins Financial
New York
$48K -$108 -1 -0.2%
Carson Wealth (CWM LLC)
374
Carson Wealth (CWM LLC)
Nebraska
$47K +$30.5K +283 +201%
BFC
375
Bedel Financial Consulting
Indiana
$46K -$108 -1 -0.2%

JNK Hedge Fund Activity: Q2 2019 in Review

446 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q2 2019, worth a combined $8.39B — up 6.5% from $7.88B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of JNK and 59 opened new positions — a net loss of 23 holders — while 207 trimmed existing stakes and 159 added.

The largest buyer was JP Morgan Chase, adding an estimated $377M. The largest seller was UBS Group, cutting an estimated $377M.

  • 446 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q2 2019, down from 476 in Q1 2019.
  • Funds reported $8.39B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q2 2019, up 6.5% quarter-over-quarter.
  • 59 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q2 2019 and 82 closed out, a net change of -23 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $377M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q2 2019 was UBS Group, an estimated $377M sold.

Based on aggregated 13F filings for Q2 2019.