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State Street SPDR Bloomberg High Yield Bond ETF

518 hedge funds and large institutions have $10.5B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 199 increasing their positions, 178 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

19.55% more ownership

Funds ownership: 85.56%105.12% (+20%)

16% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 50

12% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 178

0% more funds holding

Funds holding: 518518 (0)

0% more funds holding in top 10

Funds holding in top 10: 3939 (0)

2% less capital invested

Capital invested by funds: $10.7B → $10.5B (-$211M)

92% less call options, than puts

Call options by funds: $27.7M | Put options by funds: $326M

Holders
518
Holders Change
Holders Change %
0%
% of All Funds
9.1%
Holding in Top 10
39
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.68%
New
58
Increased
199
Reduced
178
Closed
50
Calls
$27.7M
Puts
$326M
Net Calls
-$298M
Net Calls Change
-$70.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CST
126
Charles Schwab Trust
Nevada
$5.82M +$2.13M +19,602 +58%
Sumitomo Mitsui Trust Group
127
Sumitomo Mitsui Trust Group
Japan
$5.63M -$4.31M -39,674 -43%
FIM
128
Freedom Investment Management
Connecticut
$5.63M +$5.62M +51,709 New
FSA
129
Financial Services Advisory
Maryland
$5.47M -$11.6M -106,952 -68%
PFM
130
Phillips Financial Management
Indiana
$5.42M +$77.7K +715 +1%
Cambridge Investment Research Advisors
131
Cambridge Investment Research Advisors
Iowa
$5.23M +$2.14M +19,746 +70%
DRS
132
Deane Retirement Strategies
Louisiana
$5.2M +$5.2M +47,866 New
FF
133
Friedenthal Financial
New Jersey
$5.08M +$5.07M +46,680 New
US Bancorp
134
US Bancorp
Minnesota
$5M -$11.8M -108,376 -70%
Truist Financial
135
Truist Financial
North Carolina
$4.79M -$5.06M -46,572 -51%
DWM
136
Darwin Wealth Management
Florida
$4.78M +$1.21M +11,134 +34%
CAG
137
Csenge Advisory Group
Florida
$4.68M +$256K +2,361 +6%
SPC
138
Sigma Planning Corp
Michigan
$4.36M +$86.2K +794 +2%
NWM
139
Nicola Wealth Management
British Columbia, Canada
$4.35M
NAS
140
Nicolet Advisory Services
Wisconsin
$4.34M +$1.13M +10,438 +35%
GP
141
Girard Partners
Pennsylvania
$4.33M -$210K -1,933 -5%
First Trust Advisors
142
First Trust Advisors
Illinois
$4.17M -$46.4K -427 -1%
TWP
143
Tempus Wealth Planning
California
$4.06M +$4.05M +37,284 New
ACM
144
Anfield Capital Management
California
$4.03M +$4.02M +37,054 New
VCM
145
Virtue Capital Management
Tennessee
$3.99M -$881K -8,108 -18%
SIA
146
Sovereign Investment Advisors
Arizona
$3.99M +$29.3K +270 +0.7%
WPA
147
Winning Points Advisors
Florida
$3.94M
WAS
148
Wealth Advisory Solutions
Indiana
$3.94M +$3.2M +29,469 +438%
WT
149
Whittier Trust
California
$3.92M -$28K -258 -0.7%
MLM
150
Mount Lucas Management
Pennsylvania
$3.84M +$11K +101 +0.3%

JNK Hedge Fund Activity: Q1 2021 in Review

518 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q1 2021, worth a combined $10.5B — down 2% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new JNK positions and 50 closed out — a net gain of 8 holders — while 199 added to existing stakes and 178 trimmed.

The largest buyer was Jane Street, adding an estimated $561M. The largest seller was BlackRock, cutting an estimated $808M.

  • 518 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $10.5B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q1 2021, down 2% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q1 2021 and 50 closed out, a net change of +8 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q1 2021 was Jane Street, an estimated $561M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q1 2021 was BlackRock, an estimated $808M sold.

Based on aggregated 13F filings for Q1 2021.