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State Street SPDR Bloomberg High Yield Bond ETF

476 hedge funds and large institutions have $7.88B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2019 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 176 increasing their positions, 159 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more funds holding in top 10

Funds holding in top 10: 2638 (+12)

31% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 59

23% more capital invested

Capital invested by funds: $6.41B → $7.88B (+$1.47B)

11% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 159

3% more funds holding

Funds holding: 461476 (+15)

2.69% less ownership

Funds ownership: 30.84%28.14% (-2.7%)

95% less call options, than puts

Call options by funds: $4.61M | Put options by funds: $91.7M

Holders
476
Holders Change
+15
Holders Change %
+3.25%
% of All Funds
10.3%
Holding in Top 10
38
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+46.15%
% of All Funds
0.82%
New
77
Increased
176
Reduced
159
Closed
59
Calls
$4.61M
Puts
$91.7M
Net Calls
-$87.1M
Net Calls Change
+$309M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
476
WP Advisors
California
$209 +$20.5K +194 New
SFFS
477
Stonehage Fleming Financial Services
Jersey
$43
Envestnet Asset Management
478
Envestnet Asset Management
Illinois
-$81.1M -804,626 Closed
Voloridge Investment Management
479
Voloridge Investment Management
Florida
-$23.9M -236,777 Closed
HHGC
480
Hunting Hill Global Capital
New York
-$12.6M -125,000 Closed
Mackenzie Financial
481
Mackenzie Financial
Ontario, Canada
-$10M -99,545 Closed
CWSR
482
Chessman Wealth Strategies RIA
Texas
-$9.8M -97,278 Closed
FCIM
483
Fairview Capital Investment Management
California
-$7.49M -74,335 Closed
CCA
484
Clearwater Capital Advisors
Illinois
-$2.45M -24,291 Closed
MWC
485
MBM Wealth Consultants
Missouri
-$1.82M -18,100 Closed
SMFG
486
Sumitomo Mitsui Financial Group
Japan
-$8.76M -12,667 Closed
CFA
487
Camarda Financial Advisors
Florida
-$1.04M -10,319 Closed
LNC
488
Lincoln National Corp
Pennsylvania
-$1M -9,974 Closed
Simplex Trading
489
Simplex Trading
Illinois
-$957K -9,501 Closed
PPSG
490
Princeton Portfolio Strategies Group
New Jersey
-$775K -7,692 Closed
WI
491
WrapManager Inc
California
-$768K -7,620 Closed
FMT
492
First Mercantile Trust
Tennessee
-$692K -6,866 Closed
Creative Planning
493
Creative Planning
Kansas
-$625K -6,203 Closed
GC
494
Grace Capital
Massachusetts
-$594K -5,896 Closed
BWCS
495
Beirne Wealth Consulting Services
Connecticut
-$560K -5,553 Closed
Kayne Anderson Rudnick Investment Management
496
Kayne Anderson Rudnick Investment Management
California
-$500K -4,967 Closed
GFP
497
Gryphon Financial Partners
Ohio
-$503K -4,752 Closed
VIA
498
Virtus Investment Advisers
Connecticut
-$459K -4,553 Closed
Susquehanna International Group
499
Susquehanna International Group
Pennsylvania
-$394K -3,718 Closed
ANTB
500
AMG National Trust Bank
Colorado
-$365K -3,620 Closed

JNK Hedge Fund Activity: Q1 2019 in Review

476 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q1 2019, worth a combined $7.88B — up 23% from $6.41B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new JNK positions and 59 closed out — a net gain of 18 holders — while 176 added to existing stakes and 159 trimmed.

The largest buyer was Jefferies Group, adding an estimated $169M. The largest seller was Bank of America, cutting an estimated $361M.

  • 476 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q1 2019, up from 461 in Q4 2018.
  • Funds reported $7.88B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q1 2019, up 23% quarter-over-quarter.
  • 77 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q1 2019 and 59 closed out, a net change of +18 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q1 2019 was Jefferies Group, an estimated $169M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q1 2019 was Bank of America, an estimated $361M sold.

Based on aggregated 13F filings for Q1 2019.