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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
VWM
76
Venturi Wealth Management
Texas
$13.8M +$5.67M +52,254 +71%
CS
77
Credit Suisse
Switzerland
$13.6M -$8.31M -76,620 -38%
AP
78
Advisors Preferred
Maryland
$13.1M +$7.75M +71,463 +149%
CRC
79
Curi RMB Capital
Illinois
$12.9M +$750K +6,913 +6%
EH
80
Equitable Holdings
New York
$12.4M +$12.3M +113,077 New
FSA
81
Financial Services Advisory
Maryland
$11.9M +$317K +2,928 +3%
CAM
82
Chandler Asset Management
California
$10.9M +$358K +3,300 +3%
WCM
83
Windsor Capital Management
Arizona
$10.8M -$152K -1,406 -1%
NEI
84
Northwest & Ethical Investments
Ontario, Canada
$10.6M -$5.75M -52,999 -35%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$10.5M +$80.7K +744 +0.8%
FI
86
FormulaFolio Investments
Michigan
$10.5M -$129K -1,189 -1%
GC
87
Guggenheim Capital
Illinois
$10.4M +$392K +3,619 +4%
Stifel Financial
88
Stifel Financial
Missouri
$10.3M +$352K +3,249 +4%
FIG
89
FundX Investment Group
California
$10.2M +$10.1M +92,717 New
MML Investors Services
90
MML Investors Services
Massachusetts
$10M +$253K +2,335 +3%
CAS
91
Cascadia Advisory Services
Oregon
$9.86M +$9.76M +90,001 New
AT
92
Arden Trust
Delaware
$9.65M +$3.08M +28,367 +48%
BCM
93
Brookstone Capital Management
Illinois
$9.62M -$2.53M -23,318 -21%
QI
94
QS Investors
New York
$8.77M +$2.73M +25,190 +46%
HCP
95
Holt Capital Partners
Texas
$8.4M +$113K +1,043 +1%
APC
96
Aspire Private Capital
North Carolina
$8.2M +$1.62M +14,911 +25%
MWM
97
Merriman Wealth Management
Washington
$8.19M -$105K -965 -1%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$8.12M +$124K +1,147 +2%
PWG
99
Private Wealth Group
Florida
$7.9M +$5.67M +52,303 +264%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$7.86M -$1.16M -10,727 -13%

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.