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State Street SPDR Bloomberg High Yield Bond ETF

458 hedge funds and large institutions have $8.49B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2018 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 165 increasing their positions, 168 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $7.97B → $8.49B (+$524M)

0.61% more ownership

Funds ownership: 27.5%28.11% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 3636 (0)

0% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 46

0% less funds holding

Funds holding: 459458 (-1)

2% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 168

96% less call options, than puts

Call options by funds: $3.64M | Put options by funds: $90.3M

Holders
458
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
10.47%
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.82%
New
46
Increased
165
Reduced
168
Closed
46
Calls
$3.64M
Puts
$90.3M
Net Calls
-$86.7M
Net Calls Change
+$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
426
Westside Investment Management
California
$10.8K
CFD
427
Creative Financial Designs
Indiana
$10K -$29.7K -276 -75%
FANJ
428
Financial Architects (New Jersey)
New Jersey
$10K -$3.65K -34 -26%
RWA
429
River Wealth Advisors
Pennsylvania
$10K
GI
430
Gradient Investments
Minnesota
$9K -$2.15K -20 -19%
IBOK
431
Independence Bank of Kentucky
Kentucky
$9K
JGIA
432
Jackson Grant Investment Advisers
Connecticut
$9K +$215 +2 +2%
NFG
433
Next Financial Group
Texas
$9K +$9.46K +88 New
JIR
434
James Investment Research
Ohio
$8K
SWA
435
Sutton Wealth Advisors
Florida
$7.5K +$5.16K +48 +229%
AWM
436
AllSquare Wealth Management
New York
$6K
CHP
437
Cable Hill Partners
Oregon
$5K -$3.87K -36 -41%
MWM
438
MinichMacGregor Wealth Management
New York
$5K
TWA
439
TCI Wealth Advisors
Arizona
$5K
DWM
440
Destination Wealth Management
California
$5K +$4.95K +46 New
BC
441
Barnett & Company
Tennessee
$4K
KIG
442
Kessler Investment Group
Indiana
$4K +$3.55K +33 New
TPWA
443
TRUE Private Wealth Advisors
Oregon
$3.5K +$3.44K +32 New
FCMT
444
Founders Capital Management (Texas)
Texas
$3K -$3.76K -35 -55%
AAM
445
Advisors Asset Management
Colorado
$3K
IF
446
Ironwood Financial
Arizona
$3K
OSNBOA
447
Old Second National Bank of Aurora
Illinois
$3K
PK
448
Pflug Koory
Nebraska
$3K
CWA
449
Clarus Wealth Advisors
Arizona
$3K +$430 +4 +17%
WA
450
WestEnd Advisors
North Carolina
$2.99K

JNK Hedge Fund Activity: Q3 2018 in Review

458 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q3 2018, worth a combined $8.49B — up 6.6% from $7.97B a quarter earlier.

Fund positioning in JNK was balanced in Q3 2018: 46 funds opened new positions, 46 closed out, 165 added to existing stakes and 168 trimmed.

The largest buyer was State Street, adding an estimated $268M. The largest seller was Personal Capital Advisors, cutting an estimated $154M.

  • 458 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q3 2018, down from 459 in Q2 2018.
  • Funds reported $8.49B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q3 2018, up 6.6% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q3 2018 and 46 closed out, a net change of 0 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q3 2018 was State Street, an estimated $268M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q3 2018 was Personal Capital Advisors, an estimated $154M sold.

Based on aggregated 13F filings for Q3 2018.