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State Street SPDR Bloomberg High Yield Bond ETF

525 hedge funds and large institutions have $8.17B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 209 increasing their positions, 169 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 47

24% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 169

1% more funds holding

Funds holding: 518525 (+7)

5% less funds holding in top 10

Funds holding in top 10: 3937 (-2)

17.84% less ownership

Funds ownership: 105.12%87.28% (-18%)

22% less capital invested

Capital invested by funds: $10.5B → $8.17B (-$2.34B)

96% less call options, than puts

Call options by funds: $8.65M | Put options by funds: $219M

Holders
525
Holders Change
+7
Holders Change %
+1.35%
% of All Funds
9.14%
Holding in Top 10
37
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.13%
% of All Funds
0.64%
New
61
Increased
209
Reduced
169
Closed
47
Calls
$8.65M
Puts
$219M
Net Calls
-$210M
Net Calls Change
+$88.2M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
126
IndexIQ Advisors
New York
$5.86M +$5.4M +49,526 +1,299%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$5.66M +$3.78M +34,642 +206%
FSA
128
Financial Services Advisory
Maryland
$5.44M -$83.5K -766 -2%
FIM
129
Freedom Investment Management
Connecticut
$5.44M -$245K -2,248 -4%
FTA
130
Financial & Tax Architects
Missouri
$5.4M -$2.17M -19,874 -29%
DRS
131
Deane Retirement Strategies
Louisiana
$5.35M +$88.6K +813 +2%
US Bancorp
132
US Bancorp
Minnesota
$5.22M +$170K +1,559 +3%
RC
133
Rovin Capital
Arizona
$5.22M +$1.93M +17,695 +59%
HighTower Advisors
134
HighTower Advisors
Illinois
$4.81M +$2.54M +23,260 +114%
NAS
135
Nicolet Advisory Services
Wisconsin
$4.71M +$317K +2,910 +7%
Truist Financial
136
Truist Financial
North Carolina
$4.71M -$131K -1,198 -3%
CAG
137
Csenge Advisory Group
Florida
$4.55M -$171K -1,564 -4%
DADC
138
D.A. Davidson & Co
Montana
$4.44M +$1.71M +15,665 +63%
SPC
139
Sigma Planning Corp
Michigan
$4.42M +$10.8K +99 +0.2%
GP
140
Girard Partners
Pennsylvania
$4.41M +$28.2K +259 +0.7%
Cetera Investment Advisers
141
Cetera Investment Advisers
Illinois
$4.26M +$1.03M +9,401 +32%
SIA
142
Sovereign Investment Advisors
Arizona
$4.07M +$42.3K +388 +1%
First Trust Advisors
143
First Trust Advisors
Illinois
$4.04M -$172K -1,578 -4%
RIA
144
Regal Investment Advisors
Michigan
$4.03M +$1.69M +15,499 +73%
MLM
145
Mount Lucas Management
Pennsylvania
$4.02M +$138K +1,262 +4%
BCM
146
Brookstone Capital Management
Illinois
$3.99M +$3.66M +33,553 +1,200%
WPA
147
Winning Points Advisors
Florida
$3.98M
AIP
148
Ameritas Investment Partners
Nebraska
$3.95M +$401K +3,679 +11%
AFS
149
Axiom Financial Strategies
Indiana
$3.94M +$64K +587 +2%
WT
150
Whittier Trust
California
$3.85M -$121K -1,111 -3%

JNK Hedge Fund Activity: Q2 2021 in Review

525 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q2 2021, worth a combined $8.17B — down 22% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new JNK positions and 47 closed out — a net gain of 14 holders — while 209 added to existing stakes and 169 trimmed.

The largest buyer was Man Group, adding an estimated $60.9M. The largest seller was Federal Reserve Bank of New York, exiting entirely with an estimated $575M sold.

  • 525 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q2 2021, up from 518 in Q1 2021.
  • Funds reported $8.17B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q2 2021, down 22% quarter-over-quarter.
  • 61 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q2 2021 and 47 closed out, a net change of +14 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q2 2021 was Man Group, an estimated $60.9M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q2 2021 was Federal Reserve Bank of New York, an estimated $575M sold.

Based on aggregated 13F filings for Q2 2021.