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State Street SPDR Bloomberg High Yield Bond ETF

575 hedge funds and large institutions have $7.56B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 233 increasing their positions, 158 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 54

47% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 158

4% more funds holding

Funds holding: 552575 (+23)

4.07% more ownership

Funds ownership: 94.52%98.58% (+4.1%)

2% less capital invested

Capital invested by funds: $7.71B → $7.56B (-$148M)

4% less funds holding in top 10

Funds holding in top 10: 2726 (-1)

33% less call options, than puts

Call options by funds: $4.85M | Put options by funds: $7.26M

Holders
575
Holders Change
+23
Holders Change %
+4.17%
% of All Funds
7.57%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.34%
New
87
Increased
233
Reduced
158
Closed
54
Calls
$4.85M
Puts
$7.26M
Net Calls
-$2.42M
Net Calls Change
-$6.31M
Name Holding Trade Value Shares
Change
Change in
Stake
LWMI
101
Landmark Wealth Management (Illinois)
Illinois
$6.19M +$4.11M +42,623 +192%
QWP
102
Quotient Wealth Partners
Texas
$6.14M +$35.7K +370 +0.6%
DWM
103
Dynasty Wealth Management
Florida
$6.13M +$6.19M +64,178 New
KWM
104
Kingsview Wealth Management
Oregon
$6.12M +$370K +3,838 +6%
EI
105
Ellevest Inc
New York
$6.11M +$310K +3,207 +5%
AWS
106
Atria Wealth Solutions
New York
$6.08M +$2.16M +22,355 +54%
Marshall Wace
107
Marshall Wace
United Kingdom
$6.01M +$6.08M +63,000 New
Nomura Asset Management
108
Nomura Asset Management
Japan
$5.95M +$2.61M +27,000 +76%
IA
109
IFG Advisory
Georgia
$5.75M +$31.3K +324 +0.5%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$5.74M +$584K +6,049 +11%
Vontobel Holding
111
Vontobel Holding
Switzerland
$5.73M -$147K -1,519 -2%
Millennium Management
112
Millennium Management
New York
$5.64M -$16M -166,089 -74%
CIBC Asset Management
113
CIBC Asset Management
Ontario, Canada
$5.63M +$292K +3,025 +5%
PS
114
Principal Securities
Iowa
$5.49M +$822K +8,515 +17%
Cambridge Investment Research Advisors
115
Cambridge Investment Research Advisors
Iowa
$5.31M -$1.07M -11,136 -17%
KPWG
116
KFA Private Wealth Group
Virginia
$5.2M +$1.01M +10,475 +24%
Sumitomo Mitsui Trust Group
117
Sumitomo Mitsui Trust Group
Japan
$5.17M -$7.01M -72,599 -57%
Principal Financial Group
118
Principal Financial Group
Iowa
$5.05M +$3.6M +37,325 +239%
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$4.93M +$253K +2,626 +5%
WCM
120
Windsor Capital Management
Arizona
$4.91M -$88.5K -917 -2%
CA
121
CoreCap Advisors
Michigan
$4.84M -$1.77M -18,352 -27%
FTA
122
Financial & Tax Architects
Missouri
$4.79M +$4.84M +50,195 New
WANY
123
Wealthspire Advisors (New York)
New York
$4.78M -$1.18M -12,222 -20%
First Trust Advisors
124
First Trust Advisors
Illinois
$4.44M +$93.5K +969 +2%
SIA
125
Sovereign Investment Advisors
Arizona
$4.38M +$95.5K +989 +2%

JNK Hedge Fund Activity: Q4 2024 in Review

575 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q4 2024, worth a combined $7.56B — down 1.9% from $7.71B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new JNK positions and 54 closed out — a net gain of 33 holders — while 233 added to existing stakes and 158 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $66.4M. The largest seller was Toews Corporation, exiting entirely with an estimated $109M sold.

  • 575 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q4 2024, up from 552 in Q3 2024.
  • Funds reported $7.56B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q4 2024, down 1.9% quarter-over-quarter.
  • 87 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q4 2024 and 54 closed out, a net change of +33 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q4 2024 was Schroder Investment Management Group, an estimated $66.4M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q4 2024 was Toews Corporation, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2024.