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State Street SPDR Bloomberg High Yield Bond ETF

459 hedge funds and large institutions have $7.97B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2018 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 142 increasing their positions, 194 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 2836 (+8)

0% more capital invested

Capital invested by funds: $7.95B → $7.97B (+$13.3M)

3% less funds holding

Funds holding: 471459 (-12)

2.67% less ownership

Funds ownership: 30.17%27.5% (-2.7%)

16% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 55

27% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 194

82% less call options, than puts

Call options by funds: $23.4M | Put options by funds: $130M

Holders
459
Holders Change
-12
Holders Change %
-2.55%
% of All Funds
10.51%
Holding in Top 10
36
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+28.57%
% of All Funds
0.82%
New
46
Increased
142
Reduced
194
Closed
55
Calls
$23.4M
Puts
$130M
Net Calls
-$106M
Net Calls Change
+$3.48M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
126
Oxford Asset Management
United Kingdom
$3.6M +$3.63M +33,752 New
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$3.57M +$2.19M +20,348 +155%
PA
128
Probity Advisors
Texas
$3.56M -$311K -2,894 -8%
OIWM
129
OptiFour Integrated Wealth Management
Virginia
$3.54M -$42.5K -396 -1%
WT
130
Whittier Trust
California
$3.53M -$196K -1,828 -5%
Marshall Wace
131
Marshall Wace
United Kingdom
$3.33M +$1.43M +13,275 +74%
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$3.22M +$806K +7,500 +33%
GP
133
Girard Partners
Pennsylvania
$3.17M -$517K -4,818 -14%
TNBTD
134
Trustmark National Bank Trust Department
Mississippi
$3.1M +$3.13M +29,141 New
BBA
135
BLB&B Advisors
Pennsylvania
$2.83M +$303K +2,819 +12%
IA
136
IFP Advisors
Florida
$2.83M -$2.42M -22,488 -46%
US Bancorp
137
US Bancorp
Minnesota
$2.82M -$1.21M -11,293 -30%
LFG
138
LifePlan Financial Group
Ohio
$2.77M -$97K -903 -3%
OAM
139
Occidental Asset Management
California
$2.5M +$13.5K +126 +0.5%
TCM
140
Towercrest Capital Management
Pennsylvania
$2.46M +$177K +1,644 +8%
AIP
141
Ameritas Investment Partners
Nebraska
$2.39M +$161K +1,503 +7%
AG
142
Appleton Group
Wisconsin
$2.37M +$46.9K +437 +2%
SA
143
Sunesis Advisors
Kansas
$2.34M +$2.36M +21,933 New
TA
144
Tiedemann Advisors
New York
$2.23M -$120K -1,121 -5%
SI
145
Stephens Inc
Arkansas
$2.21M +$2.22M +20,711 New
SB
146
Simmons Bank
Arkansas
$2.2M +$2.22M +20,696 New
HighTower Advisors
147
HighTower Advisors
Illinois
$2.14M +$94.9K +884 +5%
AFP
148
Ausdal Financial Partners
Iowa
$1.99M -$100K -932 -5%
WCG
149
Wall Capital Group
Arizona
$1.99M +$236K +2,199 +13%
IWC
150
Integrated Wealth Concepts
Massachusetts
$1.98M -$2.38M -22,126 -54%

JNK Hedge Fund Activity: Q2 2018 in Review

459 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q2 2018, worth a combined $7.97B — up 0.17% from $7.95B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of JNK and 46 opened new positions — a net loss of 9 holders — while 194 trimmed existing stakes and 142 added.

The largest buyer was JP Morgan Chase, adding an estimated $176M. The largest seller was Wells Fargo, cutting an estimated $152M.

  • 459 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q2 2018, down from 471 in Q1 2018.
  • Funds reported $7.97B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q2 2018, up 0.17% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q2 2018 and 55 closed out, a net change of -9 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q2 2018 was JP Morgan Chase, an estimated $176M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q2 2018 was Wells Fargo, an estimated $152M sold.

Based on aggregated 13F filings for Q2 2018.