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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
CAPTRUST Financial Advisors
551
CAPTRUST Financial Advisors
North Carolina
-$118K -1,090 Closed
SWP
552
Strategic Wealth Partners
Ohio
-$84 -783 Closed
TFA
553
Toth Financial Advisory
Virginia
-$77K -711 Closed
NIC
554
Northwest Investment Counselors
Oregon
-$75K -693 Closed
CPA
555
Clear Perspective Advisors
Illinois
-$64K -589 Closed
GWAG
556
Garrett Wealth Advisory Group
Texas
-$57.2K -526 Closed
CB
557
Community Bank
New York
-$45K -418 Closed
MAM
558
Marquette Asset Management
Minnesota
-$36K -332 Closed
BRC
559
Bell Rock Capital
Delaware
-$35K -326 Closed
SCA
560
Stonebridge Capital Advisors
Minnesota
-$28K -256 Closed
EW
561
Evoke Wealth
California
-$22.8K -210 Closed
TW
562
Towerpoint Wealth
California
-$19K -175 Closed
SB
563
Strategic Blueprint
Georgia
-$19K -172 Closed
GSWM
564
Golden State Wealth Management
California
-$16K -146 Closed
HI
565
Hudock Inc
Pennsylvania
-$11K -107 Closed
FCA
566
FinTrust Capital Advisors
South Carolina
-$9K -83 Closed
SIAS
567
Shine Investment Advisory Services
Colorado
-$7K -64 Closed
KTC
568
Kistler-Tiffany Companies
Pennsylvania
-$6K -51 Closed
RCA
569
Rowland Carmichael Advisors
Arizona
-$5K -50 Closed
1IA
570
1834 Investment Advisors
Wisconsin
-$4K -39 Closed
PFO
571
Pathstone Family Office
New Jersey
-$2K -22 Closed
ACA
572
Atlas Capital Advisors
Wyoming
-$1.74K -16 Closed
KWA
573
KCS Wealth Advisory
California
-$1.3K -12 Closed
TA
574
TFG Advisers
Michigan
+$108 +1 New
TPWA
575
TRUE Private Wealth Advisors
Oregon
+$108 +1 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.