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State Street SPDR Bloomberg High Yield Bond ETF

459 hedge funds and large institutions have $7.97B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2018 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 142 increasing their positions, 194 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 2836 (+8)

0% more capital invested

Capital invested by funds: $7.95B → $7.97B (+$13.3M)

3% less funds holding

Funds holding: 471459 (-12)

2.67% less ownership

Funds ownership: 30.17%27.5% (-2.7%)

16% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 55

27% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 194

82% less call options, than puts

Call options by funds: $23.4M | Put options by funds: $130M

Holders
459
Holders Change
-12
Holders Change %
-2.55%
% of All Funds
10.51%
Holding in Top 10
36
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+28.57%
% of All Funds
0.82%
New
46
Increased
142
Reduced
194
Closed
55
Calls
$23.4M
Puts
$130M
Net Calls
-$106M
Net Calls Change
+$3.48M
Name Holding Trade Value Shares
Change
Change in
Stake
WI
26
WBI Investments
New Jersey
$79.9M +$80.7M +750,978 New
Rafferty Asset Management
27
Rafferty Asset Management
New York
$77.8M +$52.4M +487,793 +201%
Fisher Asset Management
28
Fisher Asset Management
Washington
$70.9M +$688K +6,409 +1%
QIM
29
Quantitative Investment Management
Virginia
$68.5M +$69.1M +643,500 New
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$63.3M -$3.94M -36,665 -6%
TC
31
Toews Corporation
New Jersey
$62.5M +$63.1M +587,167 New
IA
32
IndexIQ Advisors
New York
$60.4M +$10.5M +98,185 +21%
VOYA Investment Management
33
VOYA Investment Management
Georgia
$59M +$965K +8,985 +2%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$51.7M -$1.48M -13,765 -3%
SMDAM
35
Sumitomo Mitsui DS Asset Management
Japan
$51.6M +$1.8M +16,750 +4%
GFPC
36
Global Financial Private Capital
Florida
$51.1M -$4.49M -41,792 -8%
AHSSHC
37
Adventist Health System Sunbelt Healthcare Corp
Florida
$50.6M +$1.24M +11,520 +2%
BlackRock
38
BlackRock
New York
$49.1M -$144M -1,336,199 -74%
AB
39
Aozora Bank
Japan
$48.6M
CSIA
40
Charles Schwab Investment Advisory
California
$47.7M +$328K +3,056 +0.7%
RJA
41
Raymond James & Associates
Florida
$45.2M -$97.9M -911,559 -68%
Man Group
42
Man Group
United Kingdom
$44.4M +$44.5M +413,856 +13,210%
FA
43
FDx Advisors
Illinois
$43.6M -$7.04M -65,576 -14%
TA
44
Teachers Advisors
New York
$34.5M +$34.8M +323,851 New
VFA
45
Voya Financial Advisors
Connecticut
$31.9M +$2.14M +19,889 +7%
DIP
46
DT Investment Partners
Pennsylvania
$31.2M +$1.66M +15,468 +6%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$31M
Deutsche Bank
48
Deutsche Bank
Germany
$30.6M -$340K -3,167 -1%
PO
49
Private Ocean
California
$30M +$3.15M +29,345 +12%
AG
50
Advisor Group
Arizona
$29.1M -$1.61M -15,009 -5%

JNK Hedge Fund Activity: Q2 2018 in Review

459 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q2 2018, worth a combined $7.97B — up 0.17% from $7.95B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of JNK and 46 opened new positions — a net loss of 9 holders — while 194 trimmed existing stakes and 142 added.

The largest buyer was JP Morgan Chase, adding an estimated $176M. The largest seller was Wells Fargo, cutting an estimated $152M.

  • 459 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q2 2018, down from 471 in Q1 2018.
  • Funds reported $7.97B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q2 2018, up 0.17% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q2 2018 and 55 closed out, a net change of -9 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q2 2018 was JP Morgan Chase, an estimated $176M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q2 2018 was Wells Fargo, an estimated $152M sold.

Based on aggregated 13F filings for Q2 2018.