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State Street SPDR Bloomberg High Yield Bond ETF

514 hedge funds and large institutions have $8.14B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 170 increasing their positions, 178 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 59

16% more capital invested

Capital invested by funds: $7.01B → $8.14B (+$1.13B)

1% more funds holding

Funds holding: 508514 (+6)

4% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 178

9.33% less ownership

Funds ownership: 107.45%98.12% (-9.3%)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

62% less call options, than puts

Call options by funds: $14.3M | Put options by funds: $37.2M

Holders
514
Holders Change
+6
Holders Change %
+1.18%
% of All Funds
8.07%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.31%
New
71
Increased
170
Reduced
178
Closed
59
Calls
$14.3M
Puts
$37.2M
Net Calls
-$22.9M
Net Calls Change
+$30M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
351
Sterling Investment Counsel
New York
$296K +$294K +3,216 New
CCG
352
Capital CS Group
California
$294K +$292K +3,193 New
FA
353
Forefront Analytics
Pennsylvania
$290K -$106K -1,162 -27%
GAA
354
Global Assets Advisory
Florida
$286K -$455K -4,969 -62%
KL
355
KilterHowling LLC
Colorado
$286K -$26.5K -289 -9%
FIM
356
Fernwood Investment Management
Massachusetts
$282K +$280K +3,062 New
HNB
357
Huntington National Bank
Ohio
$280K
Luther King Capital Management (LKCM)
358
Luther King Capital Management (LKCM)
Texas
$274K
WWM
359
Western Wealth Management
Colorado
$273K -$51.1K -558 -16%
MAS
360
Madden Advisory Services
Florida
$273K
WF
361
Wayfinding Financial
Washington
$272K +$270K +2,947 New
4FG
362
4Thought Financial Group
New York
$271K +$641 +7 +0.2%
PBF
363
Petix & Botte Financial
California
$270K +$24.2K +264 +10%
PFPT
364
Pinnacle Financial Partners (Tennessee)
Tennessee
$268K -$41K -448 -13%
TPCW
365
TD Private Client Wealth
New York
$265K -$35.6K -389 -12%
NB
366
Nicolet Bankshares
Wisconsin
$263K +$261K +2,854 New
IFPL
367
Investments & Financial Planning LLC
Kentucky
$263K -$13.6K -149 -5%
RIA
368
Realta Investment Advisors
Delaware
$261K +$260K +2,838 New
CAM
369
Concorde Asset Management
Michigan
$258K +$257K +2,808 New
OAM
370
Occidental Asset Management
California
$257K -$465K -5,078 -65%
TCM
371
Towercrest Capital Management
Pennsylvania
$256K -$1.28K -14 -0.5%
IF
372
Intrua Financial
Texas
$256K +$254K +2,779 New
PWMG
373
Prestige Wealth Management Group
New Jersey
$252K +$109K +1,188 +77%
IA
374
Icon Advisers
Colorado
$246K +$916K +10,000 New
SC
375
Scotia Capital
Ontario, Canada
$244K -$19.2K -210 -7%

JNK Hedge Fund Activity: Q2 2023 in Review

514 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q2 2023, worth a combined $8.14B — up 16% from $7.01B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new JNK positions and 59 closed out — a net gain of 12 holders — while 170 added to existing stakes and 178 trimmed.

The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $724M. The largest seller was Jane Street, cutting an estimated $338M.

  • 514 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q2 2023, up from 508 in Q1 2023.
  • Funds reported $8.14B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q2 2023, up 16% quarter-over-quarter.
  • 71 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q2 2023 and 59 closed out, a net change of +12 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q2 2023 was Clark Capital Management Group, an estimated $724M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q2 2023 was Jane Street, an estimated $338M sold.

Based on aggregated 13F filings for Q2 2023.