We are live on ! Find out more
JNK icon

State Street SPDR Bloomberg High Yield Bond ETF

519 hedge funds and large institutions have $9.46B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2019 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 190 increasing their positions, 137 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 55

39% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 137

22% more funds holding in top 10

Funds holding in top 10: 3644 (+8)

11% more funds holding

Funds holding: 468519 (+51)

5% more capital invested

Capital invested by funds: $8.98B → $9.46B (+$474M)

1.12% more ownership

Funds ownership: 88.94%90.06% (+1.1%)

90% less call options, than puts

Call options by funds: $15.4M | Put options by funds: $150M

Holders
519
Holders Change
+51
Holders Change %
+10.9%
% of All Funds
10.23%
Holding in Top 10
44
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+22.22%
% of All Funds
0.87%
New
112
Increased
190
Reduced
137
Closed
55
Calls
$15.4M
Puts
$150M
Net Calls
-$135M
Net Calls Change
+$71.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
426
Capital Analysts LLC
Pennsylvania
$77K +$62.1K +573 +434%
EP
427
Eudaimonia Partners
Tennessee
$77K +$76.1K +702 New
AA
428
Argent Advisors
Louisiana
$67K +$66.8K +616 New
CIAS
429
Capital Investment Advisory Services
North Carolina
$61K +$759 +7 +1%
GSC
430
G&S Capital
Colorado
$59K -$2.6K -24 -4%
AWM
431
Atticus Wealth Management
Florida
$57K +$55.9K +516 New
VRM
432
Vectors Research Management
New York
$55K +$4.77K +44 +10%
Rockefeller Capital Management
433
Rockefeller Capital Management
New York
$53K -$113K -1,045 -68%
BCWM
434
Bartlett & Co Wealth Management
Ohio
$51.5K
PAI
435
Pittenger & Anderson Inc
Nebraska
$49K
SSB
436
Sandy Spring Bank
Maryland
$49K +$48.3K +445 New
Carson Wealth (CWM LLC)
437
Carson Wealth (CWM LLC)
Nebraska
$47K
EFSCE
438
Enterprise Financial Services Corp (EFSC)
Missouri
$44K
PA
439
PSI Advisors
Florida
$43K +$42.6K +393 New
M
440
MOTCO
Texas
$42K +$2.71K +25 +7%
BA
441
Ballast Advisors
Minnesota
$41K +$41K +378 New
HGWM
442
Harvest Group Wealth Management
Massachusetts
$38K
CWM
443
Cranbrook Wealth Management
Michigan
$37K
CA
444
Crewe Advisors
Utah
$36K
RWB
445
RMR Wealth Builders
New Jersey
$36K +$36.1K +333 New
CHC
446
City Holding Co
West Virginia
$35K
JCM
447
Jacobi Capital Management
Pennsylvania
$35K +$2.49K +23 +8%
CFA
448
Carroll Financial Associates
North Carolina
$34K -$3.9K -36 -10%
BFC
449
Bedel Financial Consulting
Indiana
$34K
RG
450
Retirement Group
California
$34K +$33.5K +309 New

JNK Hedge Fund Activity: Q4 2019 in Review

519 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q4 2019, worth a combined $9.46B — up 5.3% from $8.98B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new JNK positions and 55 closed out — a net gain of 57 holders — while 190 added to existing stakes and 137 trimmed.

The largest buyer was BTS Asset Management, adding an estimated $719M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $212M.

  • 519 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q4 2019, up from 468 in Q3 2019.
  • Funds reported $9.46B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q4 2019, up 5.3% quarter-over-quarter.
  • 112 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q4 2019 and 55 closed out, a net change of +57 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q4 2019 was BTS Asset Management, an estimated $719M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q4 2019 was Manulife (Manufacturers Life Insurance), an estimated $212M sold.

Based on aggregated 13F filings for Q4 2019.