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State Street SPDR Bloomberg High Yield Bond ETF

476 hedge funds and large institutions have $7.88B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2019 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 176 increasing their positions, 159 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more funds holding in top 10

Funds holding in top 10: 2638 (+12)

31% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 59

23% more capital invested

Capital invested by funds: $6.41B → $7.88B (+$1.47B)

11% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 159

3% more funds holding

Funds holding: 461476 (+15)

2.69% less ownership

Funds ownership: 30.84%28.14% (-2.7%)

95% less call options, than puts

Call options by funds: $4.61M | Put options by funds: $91.7M

Holders
476
Holders Change
+15
Holders Change %
+3.25%
% of All Funds
10.3%
Holding in Top 10
38
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+46.15%
% of All Funds
0.82%
New
77
Increased
176
Reduced
159
Closed
59
Calls
$4.61M
Puts
$91.7M
Net Calls
-$87.1M
Net Calls Change
+$309M
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
101
Marshall Wace
United Kingdom
$6.67M +$3.03M +28,626 +86%
FI
102
FormulaFolio Investments
Michigan
$6.62M +$2.02M +19,117 +45%
HCP
103
Holt Capital Partners
Texas
$6.54M -$1.43M -13,490 -18%
MBT
104
Monroe Bank & Trust
Michigan
$6.35M +$343K +3,242 +6%
WPA
105
Winning Points Advisors
Florida
$6.28M -$70.6K -667 -1%
CIM
106
Cambria Investment Management
California
$6.28M +$6.16M +58,174 New
SP
107
Symmetry Partners
Connecticut
$6.22M +$574K +5,420 +10%
APC
108
Aspire Private Capital
North Carolina
$5.92M +$1.61M +15,248 +38%
FSA
109
Financial Services Advisory
Maryland
$5.66M +$5.55M +52,446 New
EWMCB
110
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$5.66M +$145K +1,373 +3%
Mariner
111
Mariner
Kansas
$5.6M -$8.05M -76,041 -59%
CAM
112
Crestone Asset Management
Colorado
$5.13M -$1.72M -16,243 -25%
First Trust Advisors
113
First Trust Advisors
Illinois
$5.1M +$185K +1,749 +4%
CCFCSB
114
Cape Cod Five Cents Savings Bank
Massachusetts
$5.01M -$146K -1,383 -3%
TNBTD
115
Trustmark National Bank Trust Department
Mississippi
$4.88M +$4.05M +38,300 +555%
PCM
116
Palouse Capital Management
Washington
$4.84M +$108K +1,017 +2%
Allianz Asset Management
117
Allianz Asset Management
Germany
$4.8M +$4.71M +44,526 New
EAM
118
Eagle Asset Management
Florida
$4.8M -$3.18M -30,000 -40%
SB
119
Suntrust Banks
Georgia
$4.58M +$344K +3,246 +8%
Commonwealth Equity Services
120
Commonwealth Equity Services
Massachusetts
$4.5M -$2.31M -21,813 -34%
PFM
121
Phillips Financial Management
Indiana
$4.48M -$37.6K -355 -0.8%
Squarepoint
122
Squarepoint
New York
$4.41M -$3.53M -33,343 -45%
WAMC
123
Western Asset Management Company
California
$4.35M +$4.26M +40,289 New
CS
124
Credit Suisse
Switzerland
$4.24M +$4.16M +39,297 New
BBA
125
BLB&B Advisors
Pennsylvania
$4.15M +$665K +6,284 +20%

JNK Hedge Fund Activity: Q1 2019 in Review

476 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q1 2019, worth a combined $7.88B — up 23% from $6.41B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new JNK positions and 59 closed out — a net gain of 18 holders — while 176 added to existing stakes and 159 trimmed.

The largest buyer was Jefferies Group, adding an estimated $169M. The largest seller was Bank of America, cutting an estimated $361M.

  • 476 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q1 2019, up from 461 in Q4 2018.
  • Funds reported $7.88B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q1 2019, up 23% quarter-over-quarter.
  • 77 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q1 2019 and 59 closed out, a net change of +18 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q1 2019 was Jefferies Group, an estimated $169M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q1 2019 was Bank of America, an estimated $361M sold.

Based on aggregated 13F filings for Q1 2019.