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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
CAM
101
Crestone Asset Management
Colorado
$8.96M +$890K +8,161 +11%
Bank Julius Baer & Co
102
Bank Julius Baer & Co
Switzerland
$8.88M +$1.41M +12,957 +19%
Deutsche Bank
103
Deutsche Bank
Germany
$8.67M +$516K +4,730 +6%
IWC
104
Integrated Wealth Concepts
Massachusetts
$8.35M +$5.4M +49,518 +188%
MWM
105
Merriman Wealth Management
Washington
$8M -$60.2K -552 -0.8%
HHAM
106
HITE Hedge Asset Management
Massachusetts
$7.96M +$174K +1,600 +2%
BFEC
107
Benjamin F. Edwards & Company
Missouri
$7.88M -$290K -2,660 -4%
AWM
108
AE Wealth Management
Kansas
$7.8M -$8.61K -79 -0.1%
TF
109
Trek Financial
Arizona
$7.43M -$24.3M -222,677 -77%
ACM
110
Ascendant Capital Management
California
$7.26M +$654K +6,000 +10%
AFWM
111
AMJ Financial Wealth Management
Virginia
$7.16M +$380K +3,488 +6%
Nomura Asset Management
112
Nomura Asset Management
Japan
$7.12M -$220K -2,016 -3%
NEI
113
Northwest & Ethical Investments
Ontario, Canada
$6.95M +$6.89M +63,200 New
KAS
114
Kestra Advisory Services
Texas
$6.86M +$707K +6,484 +12%
HCP
115
Holt Capital Partners
Texas
$6.83M -$211K -1,933 -3%
FMC
116
First Merchants Corp
Indiana
$6.79M +$293K +2,684 +5%
RJFSA
117
Raymond James Financial Services Advisors
Florida
$6.78M +$150K +1,372 +2%
RWI
118
Red Wave Investments
Pennsylvania
$6.65M +$215K +1,971 +3%
Cambridge Investment Research Advisors
119
Cambridge Investment Research Advisors
Iowa
$6.58M +$1.28M +11,742 +24%
American Century Companies
120
American Century Companies
Missouri
$6.34M -$51.6M -473,314 -89%
EWMCB
121
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$6.31M +$270K +2,473 +5%
NW
122
NewEdge Wealth
Pennsylvania
$6.28M -$268K -2,462 -4%
SAM
123
Sompo Asset Management
Japan
$6.22M -$5.34K -49 -0.1%
CMF
124
Counterpoint Mutual Funds
California
$6.08M +$6.03M +55,270 New
CST
125
Charles Schwab Trust
Nevada
$5.94M +$53.9K +494 +0.9%

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.