State Street SPDR Bloomberg High Yield Bond ETF
478 hedge funds and large institutions have $10.4B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 190 increasing their positions, 149 reducing their positions, and 58 closing their positions.
28% more repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 149
25% more capital invested
Capital invested by funds: $8.26B → $10.4B (+$2.09B)
16.19% more ownership
Funds ownership: 70.8% → 86.99% (+16%)
5% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 58
0% more funds holding
Funds holding: 478 → 478 (0)
3% less funds holding in top 10
Funds holding in top 10: 29 → 28 (-1)
88% less call options, than puts
Call options by funds: $16.9M | Put options by funds: $136M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.25B |
| 2 |
Jane Street
New York
|
+$413M |
| 3 |
State Street
Boston,
Massachusetts
|
+$297M |
| 4 |
AssetMark Inc
Concord,
California
|
+$165M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$147M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
-$276M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$199M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$187M |
| 4 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$150M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$66.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MPWT
526
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$52K | -514 | Closed |
|
|
PA
527
Procyon Advisors
Shelton,
Connecticut
| – | -$22K | -220 | Closed |
|
|
BAM
528
Barrett Asset Management
New York
| – | -$20K | -194 | Closed |
|
|
SWM
529
Selective Wealth Management
Forest,
Virginia
| – | -$18K | -175 | Closed |
|
530
ClearBridge Investments
New York
| – | -$16K | -157 | Closed |
|
|
SFFS
531
Stonehage Fleming Financial Services
St. Helier,
Jersey
| – | -$15K | -150 | Closed |
|
|
GEA
532
Glen Eagle Advisors
Kingston,
New Jersey
| – | -$3.74K | -37 | Closed |
|
|
KPW
533
Kore Private Wealth
New York
| – | -$2K | -23 | Closed |
|
|
ACA
534
Atlas Capital Advisors
Jackson,
Wyoming
| – | -$1.62K | -16 | Closed |
|
|
PFBT
535
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$1K | -12 | Closed |
|
|
PIMG
536
Patriot Investment Management Group
Knoxville,
Tennessee
| – | -$404 | -4 | Closed |
|
JNK Hedge Fund Activity: Q3 2020 in Review
478 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q3 2020, worth a combined $10.4B — up 25% from $8.26B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new JNK positions and 58 closed out — a net gain of 3 holders — while 190 added to existing stakes and 149 trimmed.
The largest buyer was BlackRock, adding an estimated $1.25B. The largest seller was SEI Investments, exiting entirely with an estimated $276M sold.
- 478 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q3 2020, unchanged from Q2 2020.
- Funds reported $10.4B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q3 2020, up 25% quarter-over-quarter.
- 61 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q3 2020 and 58 closed out, a net change of +3 holders.
- The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q3 2020 was BlackRock, an estimated $1.25B added.
- The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q3 2020 was SEI Investments, an estimated $276M sold.
Based on aggregated 13F filings for Q3 2020.