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State Street SPDR Bloomberg High Yield Bond ETF

478 hedge funds and large institutions have $10.4B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 190 increasing their positions, 149 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 149

25% more capital invested

Capital invested by funds: $8.26B → $10.4B (+$2.09B)

16.19% more ownership

Funds ownership: 70.8%86.99% (+16%)

5% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 58

0% more funds holding

Funds holding: 478478 (0)

3% less funds holding in top 10

Funds holding in top 10: 2928 (-1)

88% less call options, than puts

Call options by funds: $16.9M | Put options by funds: $136M

Holders
478
Holders Change
Holders Change %
0%
% of All Funds
9.64%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.56%
New
61
Increased
190
Reduced
149
Closed
58
Calls
$16.9M
Puts
$136M
Net Calls
-$119M
Net Calls Change
+$6.18M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
401
Atticus Wealth Management
Florida
$54K
TRCT
402
Tower Research Capital (TRC)
New York
$53K -$1.96M -18,725 -97%
BEI
403
Benjamin Edwards Inc
Missouri
$49K +$2.51K +24 +5%
Carson Wealth (CWM LLC)
404
Carson Wealth (CWM LLC)
Nebraska
$47K
IBOK
405
Independence Bank of Kentucky
Kentucky
$45K +$24.5K +234 +117%
CAGAS
406
Capital Advisory Group Advisory Services
Minnesota
$44K
Fidelity Investments
407
Fidelity Investments
Massachusetts
$41K -$3.87K -37 -9%
FHA
408
First Horizon Advisors
Tennessee
$39K +$30.2K +289 +336%
VRM
409
Vectors Research Management
New York
$38K -$3.97K -38 -10%
CFFP
410
Center for Financial Planning
Michigan
$38K +$14.6K +140 +63%
CFA
411
Carroll Financial Associates
North Carolina
$37K +$105 +1 +0.3%
HGWM
412
Harvest Group Wealth Management
Massachusetts
$36K
LWANC
413
Laurel Wealth Advisors (North Carolina)
North Carolina
$35K +$34.8K +333 New
CA
414
Crewe Advisors
Utah
$34K
CIAS
415
Capital Investment Advisory Services
North Carolina
$34K +$23.5K +225 +218%
CHC
416
City Holding Co
West Virginia
$33K
BFC
417
Bedel Financial Consulting
Indiana
$31K
CI
418
Cavalier Investments
Georgia
$30K -$4.57M -43,731 -99%
RG
419
Retirement Group
California
$28K +$13.9K +133 +99%
KCM
420
Kathmere Capital Management
Pennsylvania
$28K +$28K +268 New
HCP
421
Hexagon Capital Partners
Arkansas
$27K +$27.2K +260 New
EFSCE
422
Enterprise Financial Services Corp (EFSC)
Missouri
$26K
WT
423
Washington Trust
Rhode Island
$26K +$25.9K +248 New
HI
424
Hudock Inc
Pennsylvania
$26K +$26.1K +250 New
WB
425
Webster Bank
Connecticut
$23K

JNK Hedge Fund Activity: Q3 2020 in Review

478 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q3 2020, worth a combined $10.4B — up 25% from $8.26B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new JNK positions and 58 closed out — a net gain of 3 holders — while 190 added to existing stakes and 149 trimmed.

The largest buyer was BlackRock, adding an estimated $1.25B. The largest seller was SEI Investments, exiting entirely with an estimated $276M sold.

  • 478 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $10.4B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q3 2020, up 25% quarter-over-quarter.
  • 61 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q3 2020 and 58 closed out, a net change of +3 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q3 2020 was BlackRock, an estimated $1.25B added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q3 2020 was SEI Investments, an estimated $276M sold.

Based on aggregated 13F filings for Q3 2020.