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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
PAS
101
Park Avenue Securities
New York
$4.7M +$823K +8,981 +21%
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$4.63M -$170K -1,856 -3%
NAS
103
Nicolet Advisory Services
Wisconsin
$4.57M -$58.2K -635 -1%
SIS
104
Sound Income Strategies
Florida
$4.55M +$229K +2,504 +5%
EI
105
Ellevest Inc
New York
$4.49M +$91.6K +1,000 +2%
CST
106
Charles Schwab Trust
Nevada
$4.46M +$283K +3,093 +7%
JF
107
Jump Financial
Illinois
$4.17M -$1.5M -16,333 -26%
RJA
108
Raymond James & Associates
Florida
$4.15M -$11K -120 -0.3%
JFG
109
Jefferies Financial Group
New York
$4.06M -$11.2M -122,257 -73%
BAAM
110
Baker Avenue Asset Management
California
$4.06M +$4.1M +44,730 +25,560%
EWMCB
111
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.96M -$2.16M -23,588 -35%
TSS
112
Two Sigma Securities
New York
$3.94M -$3.89M -42,499 -49%
Citigroup
113
Citigroup
New York
$3.91M +$360K +3,932 +10%
AWM
114
Apollon Wealth Management
South Carolina
$3.88M +$908K +9,913 +30%
SIA
115
Sovereign Investment Advisors
Arizona
$3.8M +$63.5K +693 +2%
First Trust Advisors
116
First Trust Advisors
Illinois
$3.77M +$1.53M +16,669 +67%
VWA
117
Visionary Wealth Advisors
Illinois
$3.67M -$215K -2,344 -5%
TPWA
118
TRUE Private Wealth Advisors
Oregon
$3.64M +$3.69M +40,319 New
Victory Capital Management
119
Victory Capital Management
Texas
$3.64M
MA
120
MYDA Advisors
New York
$3.62M +$3.66M +40,000 New
RWI
121
Red Wave Investments
Pennsylvania
$3.41M -$105K -1,149 -3%
CWM
122
Congress Wealth Management
Massachusetts
$3.4M +$2.96M +32,298 +608%
Comerica Bank
123
Comerica Bank
Texas
$3.35M +$3.39M +37,006 New
FW
124
FirstPurpose Wealth
Utah
$3.31M -$91.2K -996 -3%
RIA
125
Regal Investment Advisors
Michigan
$3.28M +$155K +1,693 +5%

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.