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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
MPCG
376
Matrix Private Capital Group
New York
$243K
Nomura Asset Management
377
Nomura Asset Management
Japan
$242K -$9.09M -99,300 -97%
BWP
378
Balboa Wealth Partners
Arizona
$241K +$239K +2,616 New
BFA
379
Beaumont Financial Advisors
Massachusetts
$240K +$11K +120 +5%
FCIM
380
Fairview Capital Investment Management
California
$238K -$99.8K -1,090 -30%
SPIA
381
Steward Partners Investment Advisory
New York
$232K -$17.9K -195 -7%
SC
382
Slow Capital
California
$229K -$57.4K -627 -20%
AWM
383
Avior Wealth Management
Nebraska
$228K +$1.37K +15 +0.6%
MFA
384
Mayflower Financial Advisors
Massachusetts
$224K -$366 -4 -0.2%
BHBT
385
Burke & Herbert Bank & Trust
Virginia
$221K
KFGK
386
Keystone Financial Group (Kentucky)
Kentucky
$218K +$217K +2,373 New
CWM
387
Collaborative Wealth Management
Florida
$218K -$85.8K -937 -28%
AFS
388
AFG Fiduciary Services
Massachusetts
$215K
CCA
389
Conservest Capital Advisors
Pennsylvania
$212K
MGIA
390
Moneta Group Investment Advisors
Missouri
$209K -$67.9K -742 -25%
GLA
391
Good Life Advisors
Pennsylvania
$207K +$206K +2,248 New
DI
392
DFPG Investments
Utah
$206K +$204K +2,226 New
ACIM
393
Azimuth Capital Investment Management
Michigan
$206K +$3.2K +35 +2%
GS
394
GTS Securities
New York
$204K +$203K +2,218 New
EWA
395
ERTS Wealth Advisors
Michigan
$203K -$175K -1,915 -47%
AA
396
AlphaCentric Advisors
Puerto Rico
$195K +$194K +2,117 New
VAG
397
VisionPoint Advisory Group
Texas
$180K +$179K +1,955 New
Bessemer Group
398
Bessemer Group
New Jersey
$171K -$25.2K -275 -13%
TWC
399
TD Waterhouse Canada
Ontario, Canada
$163K +$18.4K +201 +15%
CP
400
Castleview Partners
Texas
$145K +$25.9K +283 +22%

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.