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State Street SPDR Bloomberg High Yield Bond ETF

508 hedge funds and large institutions have $7.39B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 166 increasing their positions, 180 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding in top 10

Funds holding in top 10: 2023 (+3)

6.47% more ownership

Funds ownership: 98.12%104.59% (+6.5%)

2% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 57

8% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 180

1% less funds holding

Funds holding: 514508 (-6)

9% less capital invested

Capital invested by funds: $8.14B → $7.39B (-$745M)

52% less call options, than puts

Call options by funds: $15.2M | Put options by funds: $31.6M

Holders
508
Holders Change
-6
Holders Change %
-1.17%
% of All Funds
8.06%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
58
Increased
166
Reduced
180
Closed
57
Calls
$15.2M
Puts
$31.6M
Net Calls
-$16.3M
Net Calls Change
+$6.52M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
76
Stifel Financial
Missouri
$8.46M +$430K +4,699 +5%
CA
77
CoreCap Advisors
Michigan
$8.34M -$1.91M -20,897 -18%
GKWIM
78
Gerber Kawasaki Wealth & Investment Management
California
$8.26M +$1.55M +16,973 +23%
MIFH
79
Migdal Insurance & Financial Holdings
Israel
$7.94M -$2.21M -24,118 -22%
PFO
80
Pathstone Family Office
New Jersey
$7.7M +$7.8M +85,142 New
KWM
81
Kingsview Wealth Management
Oregon
$7.51M +$3.75M +40,985 +97%
SA
82
Shilanski & Associates
Alaska
$7.17M +$545K +5,954 +8%
DFCM
83
Dark Forest Capital Management
Puerto Rico
$7.14M +$3.88M +42,312 +116%
EH
84
Equitable Holdings
New York
$7.12M -$564K -6,161 -7%
MFIMFI
85
Mesirow Financial Investment Management - Fixed Income
Illinois
$6.78M +$6.87M +75,000 New
MWM
86
Merriman Wealth Management
Washington
$6.7M -$340K -3,716 -5%
Truist Financial
87
Truist Financial
North Carolina
$6.41M +$142K +1,550 +2%
Rafferty Asset Management
88
Rafferty Asset Management
New York
$6.39M -$179K -1,950 -3%
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$6.27M -$41.4M -451,863 -87%
IA
90
IFG Advisory
Georgia
$5.87M +$5.94M +64,894 New
KAS
91
Kestra Advisory Services
Texas
$5.81M +$745K +8,133 +14%
Vontobel Holding
92
Vontobel Holding
Switzerland
$5.69M -$201K -2,198 -3%
APC
93
Aristotle Pacific Capital
California
$5.66M -$1.21M -13,252 -17%
JWM
94
Jessup Wealth Management
Ohio
$5.48M +$207K +2,258 +4%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$5.46M +$344K +3,755 +7%
Cetera Investment Advisers
96
Cetera Investment Advisers
Illinois
$5.36M +$274K +2,994 +5%
Mirae Asset Global Investments
97
Mirae Asset Global Investments
South Korea
$5.24M +$550K +6,000 +12%
WCM
98
Windsor Capital Management
Arizona
$5.03M -$172K -1,880 -3%
RAM
99
Riggs Asset Management
Pennsylvania
$4.99M +$5.05M +55,154 +167,133%
CAS
100
Coppell Advisory Solutions
Texas
$4.92M +$4.4M +48,035 +723%

JNK Hedge Fund Activity: Q3 2023 in Review

508 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q3 2023, worth a combined $7.39B — down 9.2% from $8.14B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new JNK positions and 57 closed out — a net gain of 1 holder — while 166 added to existing stakes and 180 trimmed.

The largest buyer was Jane Street, adding an estimated $109M. The largest seller was Clark Capital Management Group, cutting an estimated $385M.

  • 508 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q3 2023, down from 514 in Q2 2023.
  • Funds reported $7.39B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q3 2023, down 9.2% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q3 2023 and 57 closed out, a net change of +1 holder.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q3 2023 was Jane Street, an estimated $109M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q3 2023 was Clark Capital Management Group, an estimated $385M sold.

Based on aggregated 13F filings for Q3 2023.