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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
KWM
51
Kingsview Wealth Management
Oregon
$23.6M +$8.12M +74,498 +53%
RJA
52
Raymond James & Associates
Florida
$21.1M +$1.25M +11,458 +6%
Mitsubishi UFJ Asset Management
53
Mitsubishi UFJ Asset Management
Japan
$19.7M +$4.88M +44,723 +33%
SFS
54
Sowell Financial Services
Arkansas
$18.8M +$1.5M +13,792 +9%
AP
55
Advisors Preferred
Maryland
$18.3M +$6.05M +55,460 +50%
Victory Capital Management
56
Victory Capital Management
Texas
$18.2M -$4.99M -45,769 -22%
SIS
57
Sound Income Strategies
Florida
$18.1M +$11.7M +106,946 +187%
Marshall Wace
58
Marshall Wace
United Kingdom
$18M -$53.8M -493,054 -75%
DIP
59
DT Investment Partners
Pennsylvania
$17.8M +$760K +6,969 +4%
APC
60
Aristotle Pacific Capital
California
$17.6M +$1.02M +9,388 +6%
CCM
61
Crabel Capital Management
California
$17.4M -$1.39M -12,715 -7%
AllianceBernstein
62
AllianceBernstein
Tennessee
$17.3M +$504K +4,626 +3%
ATPW
63
Ashton Thomas Private Wealth
Arizona
$16.9M +$2.92M +26,764 +21%
PPFA
64
Provida Pension Fund Administrator
Chile
$16.5M -$9.16M -84,000 -36%
CAM
65
Chandler Asset Management
California
$15.7M +$403K +3,695 +3%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.4M -$2.58M -23,644 -15%
Schroder Investment Management Group
67
Schroder Investment Management Group
United Kingdom
$14.3M +$7.09M +65,000 +100%
EH
68
Equitable Holdings
New York
$13.9M +$598K +5,481 +5%
CCA
69
Checchi Capital Advisers
California
$13.7M +$2.57M +23,600 +23%
Sumitomo Mitsui Trust Group
70
Sumitomo Mitsui Trust Group
Japan
$13.4M +$7.68M +70,434 +136%
OMC
71
Old Mission Capital
Illinois
$13.4M +$13.3M +121,989 New
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$13.4M +$606K +5,559 +5%
HIM
73
Hanlon Investment Management
New Jersey
$13.3M -$16.2K -149 -0.1%
EF
74
Empowered Funds
Pennsylvania
$13.2M +$9.43M +86,460 +252%
Millennium Management
75
Millennium Management
New York
$13M +$4.16M +38,162 +48%

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.