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State Street SPDR Bloomberg High Yield Bond ETF

476 hedge funds and large institutions have $7.88B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2019 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 176 increasing their positions, 159 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more funds holding in top 10

Funds holding in top 10: 2638 (+12)

31% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 59

23% more capital invested

Capital invested by funds: $6.41B → $7.88B (+$1.47B)

11% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 159

3% more funds holding

Funds holding: 461476 (+15)

2.69% less ownership

Funds ownership: 30.84%28.14% (-2.7%)

95% less call options, than puts

Call options by funds: $4.61M | Put options by funds: $91.7M

Holders
476
Holders Change
+15
Holders Change %
+3.25%
% of All Funds
10.3%
Holding in Top 10
38
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+46.15%
% of All Funds
0.82%
New
77
Increased
176
Reduced
159
Closed
59
Calls
$4.61M
Puts
$91.7M
Net Calls
-$87.1M
Net Calls Change
+$309M
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
426
Wealthcare Advisory Partners
Pennsylvania
$22K -$24.7K -233 -53%
IBOK
427
Independence Bank of Kentucky
Kentucky
$22K
TA
428
TCG Advisors
Texas
$22K +$21.9K +207 New
LWM
429
Lenox Wealth Management
Ohio
$21K +$20.4K +193 New
PCFFS
430
Pacific Center for Financial Services
California
$18K
WEC
431
Winslow Evans & Crocker
Massachusetts
$18K
IFA
432
Interactive Financial Advisors
Illinois
$18K +$106 +1 +0.6%
CFA
433
Carroll Financial Associates
North Carolina
$18K +$212 +2 +1%
ClearBridge Investments
434
ClearBridge Investments
New York
$16K +$12K +113 +283%
CIM
435
Contravisory Investment Management
Massachusetts
$15K +$14.5K +137 New
CAL
436
Capital Analysts LLC
Pennsylvania
$14K -$88.5K -836 -86%
OIA
437
OneDigital Investment Advisors
Kansas
$14K +$13.7K +129 New
FWM
438
Focused Wealth Management
New York
$13K -$59.2K -559 -82%
LWA
439
Lenox Wealth Advisors
New York
$13K -$529 -5 -4%
OAM
440
Oppenheimer Asset Management
New York
$13K -$106 -1 -0.8%
AIC
441
Archer Investment Corporation
Indiana
$12K +$847 +8 +8%
RFA
442
Reilly Financial Advisors
California
$11K -$12.7K -120 -54%
CB
443
CNB Bank
Pennsylvania
$11K
HI
444
Hudock Inc
Pennsylvania
$11K +$106 +1 +1%
FRA
445
Front Row Advisors
California
$10K -$5.4K -51 -37%
BEI
446
Benjamin Edwards Inc
Missouri
$10K +$9.31K +88 New
LWM
447
Liberty Wealth Management
California
$10K +$9.53K +90 +1,000%
FCA
448
FinTrust Capital Advisors
South Carolina
$9K
AF
449
Allworth Financial
California
$9K +$4.45K +42 +100%
AIA
450
Alera Investment Advisors
Illinois
$9K +$8.68K +82 New

JNK Hedge Fund Activity: Q1 2019 in Review

476 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q1 2019, worth a combined $7.88B — up 23% from $6.41B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new JNK positions and 59 closed out — a net gain of 18 holders — while 176 added to existing stakes and 159 trimmed.

The largest buyer was Jefferies Group, adding an estimated $169M. The largest seller was Bank of America, cutting an estimated $361M.

  • 476 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q1 2019, up from 461 in Q4 2018.
  • Funds reported $7.88B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q1 2019, up 23% quarter-over-quarter.
  • 77 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q1 2019 and 59 closed out, a net change of +18 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q1 2019 was Jefferies Group, an estimated $169M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q1 2019 was Bank of America, an estimated $361M sold.

Based on aggregated 13F filings for Q1 2019.