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State Street SPDR Bloomberg High Yield Bond ETF

525 hedge funds and large institutions have $8.17B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 209 increasing their positions, 169 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 47

24% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 169

1% more funds holding

Funds holding: 518525 (+7)

5% less funds holding in top 10

Funds holding in top 10: 3937 (-2)

17.84% less ownership

Funds ownership: 105.12%87.28% (-18%)

22% less capital invested

Capital invested by funds: $10.5B → $8.17B (-$2.34B)

96% less call options, than puts

Call options by funds: $8.65M | Put options by funds: $219M

Holders
525
Holders Change
+7
Holders Change %
+1.35%
% of All Funds
9.14%
Holding in Top 10
37
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.13%
% of All Funds
0.64%
New
61
Increased
209
Reduced
169
Closed
47
Calls
$8.65M
Puts
$219M
Net Calls
-$210M
Net Calls Change
+$88.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FI
501
FormulaFolio Investments
Michigan
$6K
HIA
502
Harbor Investment Advisory
Maryland
$6K
JWM
503
Janiczek Wealth Management
Colorado
$6K
SSW
504
Smith Shellnut Wilson
Mississippi
$6K
VNA
505
Valley National Advisers
Pennsylvania
$6K
WQ
506
Wealth Quarterback
New Jersey
$6K +$5.45K +50 New
LWM
507
Liberty Wealth Management
California
$5K
PK
508
Pflug Koory
Nebraska
$5K
EWA
509
Evolution Wealth Advisors
Florida
$5K +$4.47K +41 New
PMFA
510
Plante Moran Financial Advisors
Michigan
$5K +$4.58K +42 New
SWA
511
Sutton Wealth Advisors
Florida
$4.95K +$218 +2 +5%
MHR
512
Matthew Hamilton Rosenberg
$4K -$5.45K -50 -60%
APWA
513
Atlas Private Wealth Advisors
New Jersey
$4K
LWA
514
Lenox Wealth Advisors
New York
$4K
LFG
515
Larson Financial Group
Missouri
$4K +$327 +3 +10%
SCA
516
Stonebridge Capital Advisors
Minnesota
$4K +$1.96K +18 +100%
CHC
517
City Holding Co
West Virginia
$3K -$31.7K -291 -92%
AWM
518
AllSquare Wealth Management
New York
$3K
FFA
519
Freedman Financial Associates
Massachusetts
$3K
LPWM
520
Lake Point Wealth Management
Texas
$3K +$3.27K +30 New
NFSG
521
Newbridge Financial Services Group
Florida
$2K -$1.31K -12 -36%
BWL
522
Bogart Wealth LLC
Virginia
$2K
SIM
523
Sonora Investment Management
Arizona
$2K +$2.07K +19 New
AA
524
Ancora Advisors
Ohio
$1K
GWSG
525
GPS Wealth Strategies Group
Colorado
$1K

JNK Hedge Fund Activity: Q2 2021 in Review

525 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q2 2021, worth a combined $8.17B — down 22% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new JNK positions and 47 closed out — a net gain of 14 holders — while 209 added to existing stakes and 169 trimmed.

The largest buyer was Man Group, adding an estimated $60.9M. The largest seller was Federal Reserve Bank of New York, exiting entirely with an estimated $575M sold.

  • 525 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q2 2021, up from 518 in Q1 2021.
  • Funds reported $8.17B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q2 2021, down 22% quarter-over-quarter.
  • 61 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q2 2021 and 47 closed out, a net change of +14 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q2 2021 was Man Group, an estimated $60.9M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q2 2021 was Federal Reserve Bank of New York, an estimated $575M sold.

Based on aggregated 13F filings for Q2 2021.