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State Street SPDR Bloomberg High Yield Bond ETF

552 hedge funds and large institutions have $7.71B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 171 increasing their positions, 216 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 45

25% more call options, than puts

Call options by funds: $19.5M | Put options by funds: $15.6M

2% more funds holding

Funds holding: 539552 (+13)

5% less capital invested

Capital invested by funds: $8.11B → $7.71B (-$403M)

3.36% less ownership

Funds ownership: 97.88%94.52% (-3.4%)

7% less funds holding in top 10

Funds holding in top 10: 2927 (-2)

21% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 216

Holders
552
Holders Change
+13
Holders Change %
+2.41%
% of All Funds
7.93%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.39%
New
63
Increased
171
Reduced
216
Closed
45
Calls
$19.5M
Puts
$15.6M
Net Calls
+$3.89M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
101
Old Mission Capital
Illinois
$6.14M +$6.02M +62,757 New
WANY
102
Wealthspire Advisors (New York)
New York
$6.09M +$5.41M +56,339 +951%
DF
103
Donoghue Forlines
Massachusetts
$6.03M -$152K -1,588 -3%
MWM
104
Merriman Wealth Management
Washington
$6.02M -$482K -5,021 -8%
SIS
105
Sound Income Strategies
Florida
$6.02M -$1.9M -19,820 -24%
Vontobel Holding
106
Vontobel Holding
Switzerland
$6.01M -$225K -2,343 -4%
EI
107
Ellevest Inc
New York
$5.94M +$327K +3,404 +6%
KWM
108
Kingsview Wealth Management
Oregon
$5.89M -$2.56M -26,678 -31%
IA
109
IFG Advisory
Georgia
$5.86M -$2.29M -23,820 -28%
CIBC Asset Management
110
CIBC Asset Management
Ontario, Canada
$5.48M -$1.43M -14,954 -21%
HWP
111
Hibernia Wealth Partners
Louisiana
$5.34M +$165K +1,715 +3%
BAAM
112
Baker Avenue Asset Management
California
$5.3M +$341K +3,553 +7%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$5.29M +$427K +4,449 +9%
WCM
114
Windsor Capital Management
Arizona
$5.12M -$54.6K -569 -1%
Betterment LLC
115
Betterment LLC
New York
$5.07M -$1.59M -16,536 -24%
NA
116
NewEdge Advisors
Louisiana
$4.89M +$1.83M +19,052 +62%
PS
117
Principal Securities
Iowa
$4.79M +$965K +10,054 +26%
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$4.79M +$327K +3,404 +7%
Charles Schwab
119
Charles Schwab
California
$4.7M -$2.01M -20,943 -30%
SA
120
Sanctuary Advisors
Indiana
$4.66M +$642K +6,693 +16%
SP
121
Symmetry Partners
Connecticut
$4.64M -$16.8M -174,685 -79%
First Trust Advisors
122
First Trust Advisors
Illinois
$4.45M -$1.36M -14,212 -24%
SIA
123
Sovereign Investment Advisors
Arizona
$4.39M +$187K +1,954 +5%
KPWG
124
KFA Private Wealth Group
Virginia
$4.3M +$2.24M +23,318 +113%
AFS
125
Axiom Financial Strategies
Indiana
$4.3M +$3.3M +34,351 +357%

JNK Hedge Fund Activity: Q3 2024 in Review

552 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q3 2024, worth a combined $7.71B — down 5% from $8.11B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new JNK positions and 45 closed out — a net gain of 18 holders — while 171 added to existing stakes and 216 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $154M. The largest seller was Goldman Sachs, cutting an estimated $484M.

  • 552 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q3 2024, up from 539 in Q2 2024.
  • Funds reported $7.71B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q3 2024, down 5% quarter-over-quarter.
  • 63 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q3 2024 and 45 closed out, a net change of +18 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $154M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q3 2024 was Goldman Sachs, an estimated $484M sold.

Based on aggregated 13F filings for Q3 2024.