We are live on ! Find out more
JNK icon

State Street SPDR Bloomberg High Yield Bond ETF

519 hedge funds and large institutions have $9.46B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2019 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 190 increasing their positions, 137 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 55

39% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 137

22% more funds holding in top 10

Funds holding in top 10: 3644 (+8)

11% more funds holding

Funds holding: 468519 (+51)

5% more capital invested

Capital invested by funds: $8.98B → $9.46B (+$474M)

1.12% more ownership

Funds ownership: 88.94%90.06% (+1.1%)

90% less call options, than puts

Call options by funds: $15.4M | Put options by funds: $150M

Holders
519
Holders Change
+51
Holders Change %
+10.9%
% of All Funds
10.23%
Holding in Top 10
44
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+22.22%
% of All Funds
0.87%
New
112
Increased
190
Reduced
137
Closed
55
Calls
$15.4M
Puts
$150M
Net Calls
-$135M
Net Calls Change
+$71.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
351
Prospera Financial Services
Texas
$312K -$42.2K -389 -12%
BG
352
Berry Group
Massachusetts
$312K +$309K +2,848 New
HPC
353
Hobart Private Capital
North Carolina
$306K -$14.5K -134 -5%
OIA
354
OneDigital Investment Advisors
Kansas
$306K -$1.52K -14 -0.5%
FCBT
355
First Citizens Bank & Trust
North Carolina
$305K -$14K -129 -4%
Mercer Global Advisors
356
Mercer Global Advisors
Colorado
$303K -$39.3K -362 -12%
TPCM
357
Three Peaks Capital Management
Colorado
$301K -$1.22M -11,233 -80%
RVPG
358
Relative Value Partners Group
$297K
Fifth Third Bancorp
359
Fifth Third Bancorp
Ohio
$294K -$41.5K -383 -12%
MPCG
360
Matrix Private Capital Group
New York
$294K +$291K +2,685 New
AIFAIM
361
American Institute for Advanced Investment Management
Arizona
$292K +$289K +2,666 New
PS
362
Portfolio Solutions
Michigan
$290K
Lido Advisors
363
Lido Advisors
California
$279K -$77.3K -713 -22%
HCA
364
Harbour Capital Advisors
Virginia
$278K
NA
365
NewEdge Advisors
Louisiana
$276K -$49.9K -460 -15%
SW
366
SVB Wealth
Massachusetts
$276K +$67.7K +624 +33%
Luther King Capital Management (LKCM)
367
Luther King Capital Management (LKCM)
Texas
$273K
HCM
368
Hollencrest Capital Management
California
$268K +$3.04K +28 +1%
FUBT
369
First United Bank & Trust
Maryland
$268K +$266K +2,449 New
ACA
370
Aptus Capital Advisors
Alabama
$265K +$68.1K +628 +29%
IA
371
IFG Advisory
Georgia
$263K +$261K +2,409 New
CFB
372
Cullen/Frost Bankers
Texas
$261K -$11.7K -108 -4%
FFG
373
Ford Financial Group
California
$260K -$30K -277 -10%
SNBOSCI
374
Security National Bank of Sioux City Iowa
Iowa
$260K +$3.25K +30 +1%
SG
375
StoneX Group
New York
$259K +$256K +2,360 New

JNK Hedge Fund Activity: Q4 2019 in Review

519 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q4 2019, worth a combined $9.46B — up 5.3% from $8.98B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new JNK positions and 55 closed out — a net gain of 57 holders — while 190 added to existing stakes and 137 trimmed.

The largest buyer was BTS Asset Management, adding an estimated $719M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $212M.

  • 519 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q4 2019, up from 468 in Q3 2019.
  • Funds reported $9.46B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q4 2019, up 5.3% quarter-over-quarter.
  • 112 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q4 2019 and 55 closed out, a net change of +57 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q4 2019 was BTS Asset Management, an estimated $719M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q4 2019 was Manulife (Manufacturers Life Insurance), an estimated $212M sold.

Based on aggregated 13F filings for Q4 2019.