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State Street SPDR Bloomberg High Yield Bond ETF

525 hedge funds and large institutions have $8.17B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 209 increasing their positions, 169 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 47

24% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 169

1% more funds holding

Funds holding: 518525 (+7)

5% less funds holding in top 10

Funds holding in top 10: 3937 (-2)

17.84% less ownership

Funds ownership: 105.12%87.28% (-18%)

22% less capital invested

Capital invested by funds: $10.5B → $8.17B (-$2.34B)

96% less call options, than puts

Call options by funds: $8.65M | Put options by funds: $219M

Holders
525
Holders Change
+7
Holders Change %
+1.35%
% of All Funds
9.14%
Holding in Top 10
37
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.13%
% of All Funds
0.64%
New
61
Increased
209
Reduced
169
Closed
47
Calls
$8.65M
Puts
$219M
Net Calls
-$210M
Net Calls Change
+$88.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HAS
351
HBW Advisory Services
California
$301K +$24.4K +224 +9%
CW
352
CreativeOne Wealth
Kansas
$300K -$489K -4,489 -62%
TCM
353
Triumph Capital Management
Colorado
$295K +$293K +2,691 New
Luther King Capital Management (LKCM)
354
Luther King Capital Management (LKCM)
Texas
$294K
KPWS
355
Kestra Private Wealth Services
Texas
$293K +$8.94K +82 +3%
HIM
356
Hillsdale Investment Management
Ontario, Canada
$292K -$110K -1,010 -28%
ACS
357
Archford Capital Strategies
Illinois
$292K -$20.8K -191 -7%
FEM
358
Fulcrum Equity Management
Texas
$292K -$7.2K -66 -2%
HNB
359
Huntington National Bank
Ohio
$290K
CP
360
Castleview Partners
Texas
$290K +$288K +2,641 New
TPCW
361
TD Private Client Wealth
New York
$289K +$2.18K +20 +0.8%
MPCG
362
Matrix Private Capital Group
New York
$285K
VCS
363
Vaughan & Co Securities
New Jersey
$284K +$7.41K +68 +3%
5L
364
55I LLC
Massachusetts
$282K -$25.2K -231 -8%
HCA
365
Harbour Capital Advisors
Virginia
$279K
PWM
366
Prentice Wealth Management
New York
$276K +$68.8K +631 +34%
BTWM
367
Baker Tilly Wealth Management
Wisconsin
$276K +$274K +2,512 New
VCM
368
Vivaldi Capital Management
Illinois
$274K -$25.5K -234 -9%
CTA
369
Chesley Taft & Associates
Illinois
$271K +$2.73K +25 +1%
SWP
370
Stratos Wealth Partners
Ohio
$266K +$2.94K +27 +1%
HCM
371
Hollencrest Capital Management
California
$261K -$86.5K -793 -25%
RIA
372
Realta Investment Advisors
Delaware
$259K +$56.9K +522 +28%
GKWIM
373
Gerber Kawasaki Wealth & Investment Management
California
$257K +$12.3K +113 +5%
CCA
374
Conservest Capital Advisors
Pennsylvania
$253K
NEWAS
375
N.E.W. Advisory Services
Wisconsin
$250K -$52K -477 -17%

JNK Hedge Fund Activity: Q2 2021 in Review

525 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q2 2021, worth a combined $8.17B — down 22% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new JNK positions and 47 closed out — a net gain of 14 holders — while 209 added to existing stakes and 169 trimmed.

The largest buyer was Man Group, adding an estimated $60.9M. The largest seller was Federal Reserve Bank of New York, exiting entirely with an estimated $575M sold.

  • 525 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q2 2021, up from 518 in Q1 2021.
  • Funds reported $8.17B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q2 2021, down 22% quarter-over-quarter.
  • 61 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q2 2021 and 47 closed out, a net change of +14 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q2 2021 was Man Group, an estimated $60.9M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q2 2021 was Federal Reserve Bank of New York, an estimated $575M sold.

Based on aggregated 13F filings for Q2 2021.