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State Street SPDR Bloomberg High Yield Bond ETF

514 hedge funds and large institutions have $8.14B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 170 increasing their positions, 178 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 59

16% more capital invested

Capital invested by funds: $7.01B → $8.14B (+$1.13B)

1% more funds holding

Funds holding: 508514 (+6)

4% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 178

9.33% less ownership

Funds ownership: 107.45%98.12% (-9.3%)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

62% less call options, than puts

Call options by funds: $14.3M | Put options by funds: $37.2M

Holders
514
Holders Change
+6
Holders Change %
+1.18%
% of All Funds
8.07%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.31%
New
71
Increased
170
Reduced
178
Closed
59
Calls
$14.3M
Puts
$37.2M
Net Calls
-$22.9M
Net Calls Change
+$30M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
501
Bogart Wealth LLC
Virginia
$1.93K
HCM
502
Hollencrest Capital Management
California
$1.93K
SWA
503
SOA Wealth Advisors
New York
$1.66K
TAM
504
Tucker Asset Management
Colorado
$1.66K
IGWM
505
ICA Group Wealth Management
Colorado
$1.38K +$1.37K +15 New
CIAS
506
Capital Investment Advisory Services
North Carolina
$1.29K
FPB
507
First PREMIER Bank
South Dakota
$1K
BWM
508
Baystate Wealth Management
Massachusetts
$842 +$824 +9 New
BWP
509
Baldwin Wealth Partners
Massachusetts
$736
GWSG
510
GPS Wealth Strategies Group
Colorado
$736
GI
511
Gradient Investments
Minnesota
$552 -$9.15K -100 -94%
AWM
512
AllSquare Wealth Management
New York
$547
AA
513
Ancora Advisors
Ohio
$460
IWP
514
IAG Wealth Partners
Wisconsin
$368
FWM
515
Focused Wealth Management
New York
$321
GWANC
516
Guardian Wealth Advisors (North Carolina)
North Carolina
$276
CWP
517
Concord Wealth Partners
Virginia
$262 +$275 +3 New
CM
518
Cercano Management
Washington
-$172M -1,848,940 Closed
EFI
519
EHP Funds Inc
Canada
-$18.6M -200,000 Closed
SLF
520
Sun Life Financial
Ontario, Canada
-$15.4M -168,000 Closed
Squarepoint
521
Squarepoint
New York
-$15.6M -167,700 Closed
NWM
522
Navigation Wealth Management
Colorado
-$8.62M -92,910 Closed
NYLIM
523
New York Life Investment Management
New York
-$6.77M -72,961 Closed
Susquehanna International Group
524
Susquehanna International Group
Pennsylvania
-$5.68M -62,083 Closed
FMC
525
First Merchants Corp
Indiana
-$4.79M -51,581 Closed

JNK Hedge Fund Activity: Q2 2023 in Review

514 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q2 2023, worth a combined $8.14B — up 16% from $7.01B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new JNK positions and 59 closed out — a net gain of 12 holders — while 170 added to existing stakes and 178 trimmed.

The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $724M. The largest seller was Jane Street, cutting an estimated $338M.

  • 514 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q2 2023, up from 508 in Q1 2023.
  • Funds reported $8.14B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q2 2023, up 16% quarter-over-quarter.
  • 71 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q2 2023 and 59 closed out, a net change of +12 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q2 2023 was Clark Capital Management Group, an estimated $724M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q2 2023 was Jane Street, an estimated $338M sold.

Based on aggregated 13F filings for Q2 2023.