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State Street SPDR Bloomberg High Yield Bond ETF

446 hedge funds and large institutions have $9.87B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 206 increasing their positions, 130 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 130

52% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 33

13% more capital invested

Capital invested by funds: $8.74B → $9.87B (+$1.13B)

3% more funds holding

Funds holding: 432446 (+14)

2% more funds holding in top 10

Funds holding in top 10: 4546 (+1)

0.95% more ownership

Funds ownership: 24.98%25.93% (+0.95%)

40% less call options, than puts

Call options by funds: $85.6M | Put options by funds: $144M

Holders
446
Holders Change
+14
Holders Change %
+3.24%
% of All Funds
11.12%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
1.15%
New
50
Increased
206
Reduced
130
Closed
33
Calls
$85.6M
Puts
$144M
Net Calls
-$58.1M
Net Calls Change
-$21.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HT
401
Heritage Trust
Oklahoma
$37K +$37.2K +334 New
CHC
402
City Holding Co
West Virginia
$35K
CAL
403
Capital Analysts LLC
Pennsylvania
$34K +$7.35K +66 +28%
HDIM
404
Hanson & Doremus Investment Management
Vermont
$30K
BC
405
Barnett & Company
Tennessee
$29K -$7.46K -67 -20%
ECM
406
Exchange Capital Management
Michigan
$26K
EWM
407
Evercore Wealth Management
New York
$25K
PG
408
Patten Group
Tennessee
$25K +$334 +3 +1%
PA
409
Parallel Advisors
California
$24K +$1K +9 +4%
PWM
410
Perigon Wealth Management
California
$22K -$1.51M -13,577 -99%
ClearBridge Investments
411
ClearBridge Investments
New York
$22K +$891 +8 +4%
AIS
412
Accurate Investment Solutions
Pennsylvania
$20K -$2.64M -23,714 -99%
JCM
413
Jacobi Capital Management
Pennsylvania
$20K -$74.3K -667 -79%
CFA
414
Carroll Financial Associates
North Carolina
$20K +$2K +18 +11%
PCFFS
415
Pacific Center for Financial Services
California
$19K
EWM
416
Endurance Wealth Management
Rhode Island
$17K
IFA
417
Interactive Financial Advisors
Illinois
$16K
FANJ
418
Financial Architects (New Jersey)
New Jersey
$15K -$15.1K -136 -51%
WAP
419
Wealthcare Advisory Partners
Pennsylvania
$14K +$13.6K +122 New
VFA
420
Valeo Financial Advisors
Indiana
$11K +$10.6K +95 New
RCG
421
Ruggie Capital Group
Florida
$10K -$122K -1,094 -93%
HI
422
Hudock Inc
Pennsylvania
$10K +$223 +2 +2%
Northern Trust
423
Northern Trust
Illinois
$10K +$166K +1,495 +21%
JGIA
424
Jackson Grant Investment Advisers
Connecticut
$9K +$111 +1 +1%
JIR
425
James Investment Research
Ohio
$8K

JNK Hedge Fund Activity: Q3 2017 in Review

446 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q3 2017, worth a combined $9.87B — up 13% from $8.74B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new JNK positions and 33 closed out — a net gain of 17 holders — while 206 added to existing stakes and 130 trimmed.

The largest buyer was BlackRock, adding an estimated $307M. The largest seller was JP Morgan Chase, cutting an estimated $259M.

  • 446 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q3 2017, up from 432 in Q2 2017.
  • Funds reported $9.87B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q3 2017, up 13% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q3 2017 and 33 closed out, a net change of +17 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q3 2017 was BlackRock, an estimated $307M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q3 2017 was JP Morgan Chase, an estimated $259M sold.

Based on aggregated 13F filings for Q3 2017.