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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
Franklin Resources
401
Franklin Resources
California
$141K -$419K -4,576 -75%
LFG
402
Larson Financial Group
Missouri
$119K +$92 +1 +0.1%
AAG
403
Armstrong Advisory Group
Massachusetts
$112K
Fidelity Investments
404
Fidelity Investments
Massachusetts
$110K +$20.9K +228 +23%
TFGT
405
TS Financial Group (TSFG)
Illinois
$109K
HIM
406
Hillsdale Investment Management
Ontario, Canada
$103K
AAM
407
Advisors Asset Management
Colorado
$102K +$104K +1,133 New
CA
408
Clearstead Advisors
Ohio
$101K +$96.9K +1,058 +1,824%
CP
409
Castleview Partners
Texas
$100K -$43.3K -473 -30%
CSPIA
410
Cary Street Partners Investment Advisory
Virginia
$100K
NS
411
NBC Securities
Alabama
$94K +$95.3K +1,041 New
JEST
412
JTC Employer Solutions Trustee
Jersey
$90K
EWM
413
EPG Wealth Management
Georgia
$88.1K
AF
414
Allworth Financial
California
$86K -$23.2K -253 -21%
OSAM
415
O'Shaughnessy Asset Management
Connecticut
$84.1K +$41.2K +450 +94%
PFBT
416
Parkside Financial Bank & Trust
Missouri
$82.8K +$83.9K +916 New
AWM
417
Activest Wealth Management
Florida
$81.7K +$82.8K +904 New
HGERS
418
Householder Group Estate & Retirement Specialist
Arizona
$78.6K +$79.6K +869 New
RF
419
Robinswood Financial
Washington
$72.5K +$73.5K +802 New
Lazard Asset Management
420
Lazard Asset Management
New York
$72K
DSC
421
Duncker Streett & Co
Missouri
$69.7K
FHA
422
First Horizon Advisors
Tennessee
$67.7K -$36.5K -398 -35%
CIA
423
Choate Investment Advisors
Massachusetts
$67.3K +$68.2K +745 New
MTIC
424
Missouri Trust & Investment Company
Missouri
$63.3K
JGCM
425
Joseph Group Capital Management
Ohio
$62.3K -$25.7K -281 -29%

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.