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State Street SPDR Bloomberg High Yield Bond ETF

476 hedge funds and large institutions have $7.88B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2019 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 176 increasing their positions, 159 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more funds holding in top 10

Funds holding in top 10: 2638 (+12)

31% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 59

23% more capital invested

Capital invested by funds: $6.41B → $7.88B (+$1.47B)

11% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 159

3% more funds holding

Funds holding: 461476 (+15)

2.69% less ownership

Funds ownership: 30.84%28.14% (-2.7%)

95% less call options, than puts

Call options by funds: $4.61M | Put options by funds: $91.7M

Holders
476
Holders Change
+15
Holders Change %
+3.25%
% of All Funds
10.3%
Holding in Top 10
38
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+46.15%
% of All Funds
0.82%
New
77
Increased
176
Reduced
159
Closed
59
Calls
$4.61M
Puts
$91.7M
Net Calls
-$87.1M
Net Calls Change
+$309M
Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
126
Loomis, Sayles & Company
Massachusetts
$4.04M
TC
127
Trilogy Capital
California
$4.04M +$3.97M +37,474 New
Mirae Asset Global Investments
128
Mirae Asset Global Investments
South Korea
$4.03M +$3.17M +29,992 +410%
RJT
129
Raymond James Trust
Florida
$3.98M -$13.5K -128 -0.3%
DF
130
Donoghue Forlines
Massachusetts
$3.86M +$3.78M +35,734 New
ZB
131
Zions Bancorporation
Utah
$3.82M -$890K -8,409 -19%
AWM
132
AE Wealth Management
Kansas
$3.66M +$1.07M +10,071 +42%
WT
133
Whittier Trust
California
$3.62M +$71.6K +676 +2%
HH
134
Hilltop Holdings
Texas
$3.62M +$3.17M +29,983 +850%
NFG
135
Next Financial Group
Texas
$3.61M +$3.23M +30,474 +1,011%
NFH
136
NEXT Financial Holdings
Texas
$3.61M +$3.54M +33,489 New
SS
137
Simplicity Solutions
Minnesota
$3.6M +$830K +7,838 +31%
UCMOK
138
United Capital Management of KS
Kansas
$3.57M +$81.8K +773 +2%
GP
139
Girard Partners
Pennsylvania
$3.37M -$374K -3,535 -10%
BFEC
140
Benjamin F. Edwards & Company
Missouri
$3.33M -$248K -2,346 -7%
IA
141
IndexIQ Advisors
New York
$3.29M -$1.93M -18,272 -37%
Cambridge Investment Research Advisors
142
Cambridge Investment Research Advisors
Iowa
$3.27M -$1.36M -12,808 -30%
FGAM
143
Financial Gravity Asset Management
Texas
$3.22M +$3.17M +29,916 New
CI
144
Cavalier Investments
Georgia
$3.08M +$3.02M +28,573 New
MWA
145
Martel Wealth Advisors
Washington
$2.94M +$1.28M +12,138 +80%
FAAS
146
First Allied Advisory Services
California
$2.94M +$761K +7,189 +36%
MNG
147
Manning & Napier Group
New York
$2.74M
LFG
148
LifePlan Financial Group
Ohio
$2.49M -$142K -1,345 -6%
DADC
149
D.A. Davidson & Co
Montana
$2.47M +$264K +2,492 +12%
PCG
150
Private Capital Group
Connecticut
$2.42M +$432K +4,082 +22%

JNK Hedge Fund Activity: Q1 2019 in Review

476 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q1 2019, worth a combined $7.88B — up 23% from $6.41B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new JNK positions and 59 closed out — a net gain of 18 holders — while 176 added to existing stakes and 159 trimmed.

The largest buyer was Jefferies Group, adding an estimated $169M. The largest seller was Bank of America, cutting an estimated $361M.

  • 476 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q1 2019, up from 461 in Q4 2018.
  • Funds reported $7.88B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q1 2019, up 23% quarter-over-quarter.
  • 77 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q1 2019 and 59 closed out, a net change of +18 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q1 2019 was Jefferies Group, an estimated $169M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q1 2019 was Bank of America, an estimated $361M sold.

Based on aggregated 13F filings for Q1 2019.