We are live on ! Find out more
JNK icon

State Street SPDR Bloomberg High Yield Bond ETF

508 hedge funds and large institutions have $7.39B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 166 increasing their positions, 180 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding in top 10

Funds holding in top 10: 2023 (+3)

6.47% more ownership

Funds ownership: 98.12%104.59% (+6.5%)

2% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 57

8% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 180

1% less funds holding

Funds holding: 514508 (-6)

9% less capital invested

Capital invested by funds: $8.14B → $7.39B (-$745M)

52% less call options, than puts

Call options by funds: $15.2M | Put options by funds: $31.6M

Holders
508
Holders Change
-6
Holders Change %
-1.17%
% of All Funds
8.06%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
58
Increased
166
Reduced
180
Closed
57
Calls
$15.2M
Puts
$31.6M
Net Calls
-$16.3M
Net Calls Change
+$6.52M
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
376
Bleakley Financial Group
New Jersey
$238K -$259K -2,831 -52%
Nomura Asset Management
377
Nomura Asset Management
Japan
$238K
SC
378
Scotia Capital
Ontario, Canada
$236K -$4.03K -44 -2%
FCIM
379
Fairview Capital Investment Management
California
$234K
SS
380
Sunbelt Securities
Texas
$233K +$205K +2,233 +657%
SPIA
381
Steward Partners Investment Advisory
New York
$232K +$4.85K +53 +2%
BFA
382
Beaumont Financial Advisors
Massachusetts
$225K -$11K -120 -5%
AFS
383
AFG Fiduciary Services
Massachusetts
$225K +$17.5K +191 +8%
MFA
384
Mayflower Financial Advisors
Massachusetts
$220K
AAS
385
Ameritas Advisory Services
Nebraska
$219K +$224K +2,441 New
BHBT
386
Burke & Herbert Bank & Trust
Virginia
$217K
WLIM
387
White Lighthouse Investment Management
Massachusetts
$217K +$219K +2,395 New
KFGK
388
Keystone Financial Group (Kentucky)
Kentucky
$215K +$183 +2 +0.1%
GLA
389
Good Life Advisors
Pennsylvania
$213K +$10.1K +110 +5%
FAM
390
Family Asset Management
South Carolina
$212K -$285K -3,114 -57%
AWM
391
Avior Wealth Management
Nebraska
$211K -$13.7K -150 -6%
ACIM
392
Azimuth Capital Investment Management
Michigan
$208K +$6.69K +73 +3%
CCA
393
Conservest Capital Advisors
Pennsylvania
$208K
WIA
394
World Investment Advisors
California
$207K +$210K +2,288 New
EWA
395
ERTS Wealth Advisors
Michigan
$205K +$6.32K +69 +3%
MGIA
396
Moneta Group Investment Advisors
Missouri
$203K -$2.84K -31 -1%
SC
397
Slow Capital
California
$201K -$24.6K -269 -11%
AA
398
AlphaCentric Advisors
Puerto Rico
$190K -$1.28K -14 -0.7%
TWC
399
TD Waterhouse Canada
Ontario, Canada
$177K +$15.6K +170 +11%
SSWM
400
Sheets Smith Wealth Management
North Carolina
$153K +$155K +1,688 New

JNK Hedge Fund Activity: Q3 2023 in Review

508 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q3 2023, worth a combined $7.39B — down 9.2% from $8.14B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new JNK positions and 57 closed out — a net gain of 1 holder — while 166 added to existing stakes and 180 trimmed.

The largest buyer was Jane Street, adding an estimated $109M. The largest seller was Clark Capital Management Group, cutting an estimated $385M.

  • 508 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q3 2023, down from 514 in Q2 2023.
  • Funds reported $7.39B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q3 2023, down 9.2% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q3 2023 and 57 closed out, a net change of +1 holder.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q3 2023 was Jane Street, an estimated $109M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q3 2023 was Clark Capital Management Group, an estimated $385M sold.

Based on aggregated 13F filings for Q3 2023.