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State Street SPDR Bloomberg High Yield Bond ETF

347 hedge funds and large institutions have $5.87B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2014 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 145 increasing their positions, 122 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 122

18% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 28

7% more capital invested

Capital invested by funds: $5.48B → $5.87B (+$390M)

1.2% more ownership

Funds ownership: 18.71%19.9% (+1.2%)

1% more funds holding

Funds holding: 345347 (+2)

0% more funds holding in top 10

Funds holding in top 10: 4141 (0)

99% less call options, than puts

Call options by funds: $198K | Put options by funds: $28.2M

Holders
347
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
9.97%
Holding in Top 10
41
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.18%
New
33
Increased
145
Reduced
122
Closed
28
Calls
$198K
Puts
$28.2M
Net Calls
-$28M
Net Calls Change
-$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
126
Confluence Investment Management
Missouri
$3.44M -$2.49M -20,055 -42%
AIG
127
American International Group
New York
$3.43M +$102K +821 +3%
MFS
128
MSI Financial Services
Massachusetts
$3.35M +$53.8K +433 +2%
BFEC
129
Benjamin F. Edwards & Company
Missouri
$3.25M -$1.91M -15,388 -37%
PAG
130
Private Advisor Group
New Jersey
$3.25M +$24.6K +198 +0.8%
NPC
131
National Planning Corporation
California
$3.19M -$88.2K -710 -3%
NC
132
NewSquare Capital
Pennsylvania
$3.19M +$778K +6,264 +33%
FAM
133
Foothills Asset Management
Arizona
$3.12M +$151K +1,215 +5%
LS
134
Lattice Strategies
Pennsylvania
$2.99M -$197K -1,589 -6%
FAAS
135
First Allied Advisory Services
California
$2.98M +$468K +3,766 +19%
RTIM
136
Round Table Investment Management
North Carolina
$2.92M
PCM
137
Palouse Capital Management
Washington
$2.91M -$96.3K -775 -3%
VFS
138
VSR Financial Services
Kansas
$2.87M -$345K -2,778 -11%
NAM
139
Nichols Asset Management
Massachusetts
$2.83M
SG Americas Securities
140
SG Americas Securities
New York
$2.66M +$2.28M +18,349 +640%
HFS
141
HL Financial Services
Kentucky
$2.64M -$740K -5,956 -22%
UAS
142
United Asset Strategies
New York
$2.46M +$2.44M +19,607 New
CA
143
Cetera Advisors
Colorado
$2.44M +$400K +3,217 +20%
BPBT
144
Boston Private Bank & Trust
Massachusetts
$2.44M -$275K -2,215 -10%
DSC
145
Duncker Streett & Co
Missouri
$2.4M -$25.8K -208 -1%
PA
146
Pinnacle Associates
New York
$2.38M -$1.86K -15 -0.1%
B
147
Baird
Wisconsin
$2.35M -$140K -1,128 -6%
IA
148
Ibbotson Associates
Illinois
$2.34M +$534K +4,296 +30%
PFS
149
Prospera Financial Services
Texas
$2.23M +$296K +2,381 +15%
SCA
150
Salient Capital Advisors
Texas
$2.19M +$335K +2,698 +18%

JNK Hedge Fund Activity: Q2 2014 in Review

347 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q2 2014, worth a combined $5.87B — up 7.1% from $5.48B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new JNK positions and 28 closed out — a net gain of 5 holders — while 145 added to existing stakes and 122 trimmed.

The largest buyer was BlackRock Advisors, adding an estimated $81.4M. The largest seller was Schroder Investment Management Group, cutting an estimated $72.3M.

  • 347 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q2 2014, up from 345 in Q1 2014.
  • Funds reported $5.87B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q2 2014, up 7.1% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q2 2014 and 28 closed out, a net change of +5 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q2 2014 was BlackRock Advisors, an estimated $81.4M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q2 2014 was Schroder Investment Management Group, an estimated $72.3M sold.

Based on aggregated 13F filings for Q2 2014.