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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
CB
476
CNB Bank
Pennsylvania
$11K
VCP
477
Verus Capital Partners
Arizona
$11K +$11.3K +104 New
TI
478
tru Independence
Oregon
$11K +$12.5K +115 New
RFA
479
Reilly Financial Advisors
California
$10K -$24.9K -230 -72%
LWM
480
Liberty Wealth Management
California
$10K -$5.75K -53 -36%
AIM
481
Arcadia Investment Management
Michigan
$10K
FRA
482
Front Row Advisors
California
$10K
FWM
483
Foresight Wealth Management
Utah
$10K +$542 +5 +5%
GEA
484
Glen Eagle Advisors
New Jersey
$9.64K
BEI
485
Benjamin Edwards Inc
Missouri
$9K
HIA
486
Harbor Investment Advisory
Maryland
$9K +$8.89K +82 New
GWMIA
487
Global Wealth Management Investment Advisory
Florida
$8K -$542 -5 -6%
JIR
488
James Investment Research
Ohio
$8K
AIC
489
Archer Investment Corporation
Indiana
$8K +$2.06K +19 +33%
LPWM
490
Lake Point Wealth Management
Texas
$8K +$7.92K +73 New
VNA
491
Valley National Advisers
Pennsylvania
$8K +$7.92K +73 New
TWA
492
TCI Wealth Advisors
Arizona
$7K
RCA
493
Ranch Capital Advisors
Florida
$7K +$7.37K +68 New
JGIA
494
Jackson Grant Investment Advisers
Connecticut
$6K
JWM
495
Janiczek Wealth Management
Colorado
$6K
SFSG
496
Stearns Financial Services Group
North Carolina
$6K +$5.53K +51 New
BUB
497
BBVA USA Bancshares
Texas
$6K +$6.18K +57 New
PB
498
Pinnacle Bancorp
Nebraska
$5K
SAM
499
S.A. Mason
Michigan
$5K +$4.99K +46 New
TCWM
500
Total Clarity Wealth Management
Illinois
$5K +$4.99K +46 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.