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State Street SPDR Bloomberg High Yield Bond ETF

445 hedge funds and large institutions have $7.09B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 129 increasing their positions, 194 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.37% more ownership

Funds ownership: 90.06%96.43% (+6.4%)

14% less funds holding

Funds holding: 519445 (-74)

25% less capital invested

Capital invested by funds: $9.46B → $7.09B (-$2.36B)

34% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 194

39% less funds holding in top 10

Funds holding in top 10: 4427 (-17)

52% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 128

71% less call options, than puts

Call options by funds: $53.9M | Put options by funds: $188M

Holders
445
Holders Change
-74
Holders Change %
-14.26%
% of All Funds
9.81%
Holding in Top 10
27
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-38.64%
% of All Funds
0.59%
New
62
Increased
129
Reduced
194
Closed
128
Calls
$53.9M
Puts
$188M
Net Calls
-$134M
Net Calls Change
+$235K
Name Holding Trade Value Shares
Change
Change in
Stake
SSW
426
Smith Shellnut Wilson
Mississippi
$5K +$5.88K +56 New
ME
427
McIlrath & Eck
Washington
$4K
DWM
428
Darwin Wealth Management
Florida
$4K +$4.72K +45 New
SWA
429
Stratos Wealth Advisors
Ohio
$4K +$4.93K +47 New
SWA
430
Sutton Wealth Advisors
Florida
$3.6K +$315 +3 +9%
GEA
431
Glen Eagle Advisors
New Jersey
$3.5K -$5.35K -51 -58%
GI
432
Gradient Investments
Minnesota
$3K
PA
433
Procyon Advisors
Connecticut
$3K +$3.15K +30 New
RCA
434
Rowland Carmichael Advisors
Arizona
$3K +$3.15K +30 New
WA
435
WestEnd Advisors
North Carolina
$2.84K -$1.16K -11 -27%
AWM
436
AllSquare Wealth Management
New York
$2K
FWM
437
Focused Wealth Management
New York
$2K
KPW
438
Kore Private Wealth
New York
$2K
LSA
439
Lion Street Advisors
Texas
$2K +$1.99K +19 New
NL
440
NWAM LLC
Washington
$1.25K +$237K +2,258 +21%
DI
441
Disciplined Investments
Oklahoma
$1K
QCG
442
Quadrant Capital Group
Ohio
$1K
PMFA
443
Plante Moran Financial Advisors
Michigan
$1K +$735 +7 New
PFBT
444
Parkside Financial Bank & Trust
Missouri
$1K +$1.26K +12 New
AIM
445
Anchor Investment Management
South Carolina
$853
BAM
446
BTS Asset Management
Massachusetts
-$286M -9,959,533 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
447
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$351M -3,200,000 Closed
TC
448
Toews Corporation
New Jersey
-$148M -1,350,800 Closed
Bank of Nova Scotia
449
Bank of Nova Scotia
Ontario, Canada
-$110M -1,000,000 Closed
AHSSHC
450
Adventist Health System Sunbelt Healthcare Corp
Florida
-$76.5M -698,100 Closed

JNK Hedge Fund Activity: Q1 2020 in Review

445 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q1 2020, worth a combined $7.09B — down 25% from $9.46B a quarter earlier.

Sellers outnumbered buyers: 128 funds closed out of JNK and 62 opened new positions — a net loss of 66 holders — while 194 trimmed existing stakes and 129 added.

The largest buyer was Royal Bank of Canada, adding an estimated $353M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $351M sold.

  • 445 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q1 2020, down from 519 in Q4 2019.
  • Funds reported $7.09B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q1 2020, down 25% quarter-over-quarter.
  • 62 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q1 2020 and 128 closed out, a net change of -66 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q1 2020 was Royal Bank of Canada, an estimated $353M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q1 2020 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $351M sold.

Based on aggregated 13F filings for Q1 2020.