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
SIC
451
Samalin Investment Counsel
New York
$34K +$34.6K +319 New
SIS
452
Sound Income Strategies
Florida
$32K
SMFS
453
Squar Milner Financial Services
California
$30K +$30.1K +278 New
LWA
454
Lenox Wealth Advisors
New York
$29K +$22.3K +206 +361%
BW
455
Bison Wealth
Georgia
$29K +$28.6K +264 New
MWP
456
MYCIO Wealth Partners
Pennsylvania
$28K +$27.3K +252 New
FCM
457
Firestone Capital Management
Florida
$28K +$28K +258 New
EWM
458
EPG Wealth Management
Georgia
$27K +$27.1K +250 New
WB
459
Webster Bank
Connecticut
$24K
WB
460
West Bancorporation
Iowa
$24K +$23.9K +220 New
IBOK
461
Independence Bank of Kentucky
Kentucky
$22K
Parallax Volatility Advisers
462
Parallax Volatility Advisers
California
$20K -$110K -1,018 -85%
WEC
463
Winslow Evans & Crocker
Massachusetts
$20K
BWM
464
Baystate Wealth Management
Massachusetts
$19K
SWM
465
Selective Wealth Management
Virginia
$19K
RFM
466
Royal Fund Management
Florida
$18K -$6.4K -59 -26%
ClearBridge Investments
467
ClearBridge Investments
New York
$18K
IFA
468
Interactive Financial Advisors
Illinois
$18K
LWM
469
Lenox Wealth Management
Ohio
$17K +$5.86K +54 +55%
AIS
470
Accurate Investment Solutions
Pennsylvania
$17K +$14.1K +130 +542%
SFFS
471
Stonehage Fleming Financial Services
Jersey
$16K -$27.2K -251 -63%
FPB
472
First PREMIER Bank
South Dakota
$13K -$30.9K -285 -70%
ZB
473
Zions Bancorporation
Utah
$13K -$20.3K -187 -62%
VFA
474
Valeo Financial Advisors
Indiana
$13K +$108 +1 +0.9%
CFFP
475
Center for Financial Planning
Michigan
$12K +$11.5K +106 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.