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State Street SPDR Bloomberg High Yield Bond ETF

514 hedge funds and large institutions have $8.14B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 170 increasing their positions, 178 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 59

16% more capital invested

Capital invested by funds: $7.01B → $8.14B (+$1.13B)

1% more funds holding

Funds holding: 508514 (+6)

4% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 178

9.33% less ownership

Funds ownership: 107.45%98.12% (-9.3%)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

62% less call options, than puts

Call options by funds: $14.3M | Put options by funds: $37.2M

Holders
514
Holders Change
+6
Holders Change %
+1.18%
% of All Funds
8.07%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.31%
New
71
Increased
170
Reduced
178
Closed
59
Calls
$14.3M
Puts
$37.2M
Net Calls
-$22.9M
Net Calls Change
+$30M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
101
Ellevest Inc
New York
$4.48M +$160K +1,745 +4%
TF
102
TimeScale Financial
Massachusetts
$4.48M -$60.7K -663 -1%
SIS
103
Sound Income Strategies
Florida
$4.41M +$229K +2,496 +6%
RJA
104
Raymond James & Associates
Florida
$4.24M -$3.56M -38,936 -46%
CST
105
Charles Schwab Trust
Nevada
$4.2M +$88K +961 +2%
WTB
106
Washington Trust Bank
Washington
$4.08M +$3.57M +38,950 +721%
VWA
107
Visionary Wealth Advisors
Illinois
$3.96M +$96.8K +1,057 +3%
PAS
108
Park Avenue Securities
New York
$3.95M +$2.41M +26,318 +158%
AWS
109
Atria Wealth Solutions
New York
$3.93M +$1.34M +14,677 +52%
KWM
110
Kingsview Wealth Management
Oregon
$3.87M -$668K -7,297 -15%
SIA
111
Sovereign Investment Advisors
Arizona
$3.8M +$60.4K +660 +2%
Victory Capital Management
112
Victory Capital Management
Texas
$3.71M -$2.75M -30,000 -43%
Citigroup
113
Citigroup
New York
$3.62M -$4.48M -48,927 -55%
RWI
114
Red Wave Investments
Pennsylvania
$3.58M -$47K -513 -1%
TI
115
Tidal Investments
Wisconsin
$3.5M -$194K -2,123 -5%
FW
116
FirstPurpose Wealth
Utah
$3.46M -$99.5K -1,087 -3%
CCM
117
Canal Capital Management
Virginia
$3.4M +$658K +7,191 +24%
DFCM
118
Dark Forest Capital Management
Puerto Rico
$3.37M +$1.59M +17,370 +90%
TWP
119
Tempus Wealth Planning
California
$3.21M +$2.97M +32,442 +1,360%
RIA
120
Regal Investment Advisors
Michigan
$3.19M +$294K +3,206 +10%
AI
121
Atria Investments
North Carolina
$3.17M +$3.15M +34,461 New
OMC
122
Old Mission Capital
Illinois
$3.16M +$3.15M +34,356 New
NEAM
123
New England Asset Management
Connecticut
$3.13M
FIBT
124
First International Bank & Trust
North Dakota
$3.12M -$63.2K -690 -2%
PGFC
125
Peapack-Gladstone Financial Corp
New Jersey
$3.12M -$70.4K -769 -2%

JNK Hedge Fund Activity: Q2 2023 in Review

514 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q2 2023, worth a combined $8.14B — up 16% from $7.01B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new JNK positions and 59 closed out — a net gain of 12 holders — while 170 added to existing stakes and 178 trimmed.

The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $724M. The largest seller was Jane Street, cutting an estimated $338M.

  • 514 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q2 2023, up from 508 in Q1 2023.
  • Funds reported $8.14B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q2 2023, up 16% quarter-over-quarter.
  • 71 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q2 2023 and 59 closed out, a net change of +12 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q2 2023 was Clark Capital Management Group, an estimated $724M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q2 2023 was Jane Street, an estimated $338M sold.

Based on aggregated 13F filings for Q2 2023.