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State Street SPDR Bloomberg High Yield Bond ETF

458 hedge funds and large institutions have $8.49B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2018 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 165 increasing their positions, 168 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $7.97B → $8.49B (+$524M)

0.61% more ownership

Funds ownership: 27.5%28.11% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 3636 (0)

0% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 46

0% less funds holding

Funds holding: 459458 (-1)

2% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 168

96% less call options, than puts

Call options by funds: $3.64M | Put options by funds: $90.3M

Holders
458
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
10.47%
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.82%
New
46
Increased
165
Reduced
168
Closed
46
Calls
$3.64M
Puts
$90.3M
Net Calls
-$86.7M
Net Calls Change
+$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
101
Winning Points Advisors
Florida
$6.55M +$1.01M +9,433 +18%
FIM
102
Freedom Investment Management
Connecticut
$6.49M -$5.38K -50 -0.1%
CG
103
Colony Group
Massachusetts
$6.25M -$300K -2,794 -5%
PFM
104
Phillips Financial Management
Indiana
$5.89M +$66.9K +622 +1%
MNG
105
Manning & Napier Group
New York
$5.88M
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$5.79M +$2.5M +23,283 +77%
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$5.79M -$2.9K -27 -0.1%
EWMCB
108
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$5.55M +$159K +1,483 +3%
CAM
109
Chandler Asset Management
California
$5.4M +$1.09M +10,159 +26%
SP
110
Symmetry Partners
Connecticut
$5.37M +$157K +1,460 +3%
CAM
111
Crestone Asset Management
Colorado
$5.21M -$73.9K -687 -1%
QI
112
QS Investors
New York
$5.2M -$18.8K -175 -0.4%
PCM
113
Palouse Capital Management
Washington
$5.15M +$745K +6,932 +17%
CI
114
Cavalier Investments
Georgia
$5.06M
RIM
115
Redwood Investment Management
Arizona
$4.99M +$443K +4,123 +10%
First Trust Advisors
116
First Trust Advisors
Illinois
$4.91M -$1.92M -17,881 -28%
CCA
117
Clearwater Capital Advisors
Illinois
$4.76M -$853K -7,931 -15%
FI
118
FormulaFolio Investments
Michigan
$4.57M -$784K -7,297 -15%
SB
119
Suntrust Banks
Georgia
$4.56M +$3.28M +30,550 +262%
FAAS
120
First Allied Advisory Services
California
$4.29M +$192K +1,785 +5%
CWM
121
Cornerstone Wealth Management
Missouri
$4.28M +$3.29M +30,628 +137%
RJT
122
Raymond James Trust
Florida
$4.07M +$52.9K +492 +1%
AWM
123
AE Wealth Management
Kansas
$3.7M +$1.95M +18,145 +113%
PPA
124
Parametric Portfolio Associates
Washington
$3.63M -$275K -2,561 -7%
OIWM
125
OptiFour Integrated Wealth Management
Virginia
$3.62M +$20.1K +187 +0.6%

JNK Hedge Fund Activity: Q3 2018 in Review

458 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q3 2018, worth a combined $8.49B — up 6.6% from $7.97B a quarter earlier.

Fund positioning in JNK was balanced in Q3 2018: 46 funds opened new positions, 46 closed out, 165 added to existing stakes and 168 trimmed.

The largest buyer was State Street, adding an estimated $268M. The largest seller was Personal Capital Advisors, cutting an estimated $154M.

  • 458 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q3 2018, down from 459 in Q2 2018.
  • Funds reported $8.49B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q3 2018, up 6.6% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q3 2018 and 46 closed out, a net change of 0 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q3 2018 was State Street, an estimated $268M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q3 2018 was Personal Capital Advisors, an estimated $154M sold.

Based on aggregated 13F filings for Q3 2018.