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State Street SPDR Bloomberg High Yield Bond ETF

459 hedge funds and large institutions have $7.97B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2018 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 142 increasing their positions, 194 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 2836 (+8)

0% more capital invested

Capital invested by funds: $7.95B → $7.97B (+$13.3M)

3% less funds holding

Funds holding: 471459 (-12)

2.67% less ownership

Funds ownership: 30.17%27.5% (-2.7%)

16% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 55

27% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 194

82% less call options, than puts

Call options by funds: $23.4M | Put options by funds: $130M

Holders
459
Holders Change
-12
Holders Change %
-2.55%
% of All Funds
10.51%
Holding in Top 10
36
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+28.57%
% of All Funds
0.82%
New
46
Increased
142
Reduced
194
Closed
55
Calls
$23.4M
Puts
$130M
Net Calls
-$106M
Net Calls Change
+$3.48M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
401
Reilly Financial Advisors
California
$33K
VIA
402
Vantage Investment Advisors
Pennsylvania
$31K -$2.04K -19 -6%
SWM
403
SeaCrest Wealth Management
New York
$31K
SIS
404
Sound Income Strategies
Florida
$31K
ML
405
McAdam LLC
Pennsylvania
$30K
STA
406
Summit Trail Advisors
New York
$29K +$29K +270 New
BAMG
407
Brand Asset Management Group
Missouri
$29K +$29.4K +274 New
HDIM
408
Hanson & Doremus Investment Management
Vermont
$28K
WB
409
Webster Bank
Connecticut
$28K
SMFS
410
Squar Milner Financial Services
California
$27K +$27.1K +252 New
S
411
SignatureFD
Georgia
$27K +$27.3K +254 New
EDRH
412
Edmond de Rothschild Holding
Switzerland
$25K
ECM
413
Exchange Capital Management
Michigan
$25K
AIS
414
Accurate Investment Solutions
Pennsylvania
$24K +$107 +1 +0.4%
CAL
415
Capital Analysts LLC
Pennsylvania
$23K -$1.4K -13 -6%
WA
416
WP Advisors
California
$20K +$20K +186 New
IFA
417
Interactive Financial Advisors
Illinois
$18K
PCFFS
418
Pacific Center for Financial Services
California
$18K
CFA
419
Carroll Financial Associates
North Carolina
$18K +$967 +9 +5%
ClearBridge Investments
420
ClearBridge Investments
New York
$17K -$537 -5 -3%
EWM
421
Endurance Wealth Management
Rhode Island
$16K
LWA
422
Lenox Wealth Advisors
New York
$16K +$644 +6 +4%
FANJ
423
Financial Architects (New Jersey)
New Jersey
$14K
B
424
Bridgeworth
Alabama
$13K +$14K +130 New
BWM
425
Baystate Wealth Management
Massachusetts
$12K +$215 +2 +2%

JNK Hedge Fund Activity: Q2 2018 in Review

459 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q2 2018, worth a combined $7.97B — up 0.17% from $7.95B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of JNK and 46 opened new positions — a net loss of 9 holders — while 194 trimmed existing stakes and 142 added.

The largest buyer was JP Morgan Chase, adding an estimated $176M. The largest seller was Wells Fargo, cutting an estimated $152M.

  • 459 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q2 2018, down from 471 in Q1 2018.
  • Funds reported $7.97B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q2 2018, up 0.17% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q2 2018 and 55 closed out, a net change of -9 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q2 2018 was JP Morgan Chase, an estimated $176M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q2 2018 was Wells Fargo, an estimated $152M sold.

Based on aggregated 13F filings for Q2 2018.