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State Street SPDR Bloomberg High Yield Bond ETF

461 hedge funds and large institutions have $6.41B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2018 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 122 increasing their positions, 190 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.72% more ownership

Funds ownership: 28.11%30.84% (+2.7%)

7% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 89

1% more funds holding

Funds holding: 458461 (+3)

24% less capital invested

Capital invested by funds: $8.49B → $6.41B (-$2.08B)

28% less funds holding in top 10

Funds holding in top 10: 3626 (-10)

36% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 190

98% less call options, than puts

Call options by funds: $6.13M | Put options by funds: $402M

Holders
461
Holders Change
+3
Holders Change %
+0.66%
% of All Funds
10.27%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.58%
New
95
Increased
122
Reduced
190
Closed
89
Calls
$6.13M
Puts
$402M
Net Calls
-$396M
Net Calls Change
-$309M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
476
Cornerstone Wealth Management
Missouri
-$4.28M -53,062 Closed
CI
477
Cavalier Investments
Georgia
-$5.06M -46,785 Closed
RIM
478
Redwood Investment Management
Arizona
-$4.99M -46,159 Closed
PPA
479
Parametric Portfolio Associates
Washington
-$3.63M -33,585 Closed
OIWM
480
OptiFour Integrated Wealth Management
Virginia
-$3.62M -33,449 Closed
QAM
481
Q3 Asset Management
Michigan
-$2.59M -23,929 Closed
G
482
GenTrust
Florida
-$2.59M -23,836 Closed
TCM
483
Towercrest Capital Management
Pennsylvania
-$2.48M -22,964 Closed
CS
484
Credit Suisse
Switzerland
-$2.24M -21,479 Closed
GAM
485
Gould Asset Management
California
-$2.05M -18,987 Closed
AG
486
Appleton Group
Wisconsin
-$2.04M -18,813 Closed
BAS
487
Brown Advisory Securities
Maryland
-$1.96M -18,095 Closed
FAIM
488
Financial Advocates Investment Management
Washington
-$1.83M -16,898 Closed
CAG
489
Csenge Advisory Group
Florida
-$1.6M -15,311 Closed
AP
490
Advisors Preferred
Maryland
-$1.36M -12,571 Closed
N
491
Natixis
France
-$936K -8,656 Closed
KWMG
492
King Wealth Management Group
Florida
-$839K -7,762 Closed
Walleye Trading
493
Walleye Trading
New York
-$832K -7,690 Closed
Allianz Asset Management
494
Allianz Asset Management
Germany
-$806K -7,454 Closed
MPWT
495
MassMutual Private Wealth & Trust
Connecticut
-$616K -5,700 Closed
GBBWRPM
496
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$595K -5,500 Closed
WCWM
497
Wooster Corthell Wealth Management
Connecticut
-$565K -5,224 Closed
TC
498
Telemus Capital
Michigan
-$519K -4,800 Closed
HB
499
Homrich & Berg
Georgia
-$511K -4,723 Closed
KIM
500
Karpus Investment Management
New York
-$505K -4,667 Closed

JNK Hedge Fund Activity: Q4 2018 in Review

461 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q4 2018, worth a combined $6.41B — down 24% from $8.49B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new JNK positions and 89 closed out — a net gain of 6 holders — while 122 added to existing stakes and 190 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $114M. The largest seller was UBS Group, cutting an estimated $205M.

  • 461 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q4 2018, up from 458 in Q3 2018.
  • Funds reported $6.41B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q4 2018, down 24% quarter-over-quarter.
  • 95 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q4 2018 and 89 closed out, a net change of +6 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q4 2018 was Flow Traders U.S., an estimated $114M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q4 2018 was UBS Group, an estimated $205M sold.

Based on aggregated 13F filings for Q4 2018.