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State Street SPDR Bloomberg High Yield Bond ETF

514 hedge funds and large institutions have $8.14B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 170 increasing their positions, 178 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 59

16% more capital invested

Capital invested by funds: $7.01B → $8.14B (+$1.13B)

1% more funds holding

Funds holding: 508514 (+6)

4% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 178

9.33% less ownership

Funds ownership: 107.45%98.12% (-9.3%)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

62% less call options, than puts

Call options by funds: $14.3M | Put options by funds: $37.2M

Holders
514
Holders Change
+6
Holders Change %
+1.18%
% of All Funds
8.07%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.31%
New
71
Increased
170
Reduced
178
Closed
59
Calls
$14.3M
Puts
$37.2M
Net Calls
-$22.9M
Net Calls Change
+$30M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
126
D.A. Davidson & Co
Montana
$3.08M +$487K +5,324 +19%
Allspring Global Investments
127
Allspring Global Investments
North Carolina
$3.06M +$20.2K +221 +0.7%
APC
128
Aspire Private Capital
North Carolina
$3.04M +$1.92M +21,012 +175%
DBT
129
Dubuque Bank & Trust
Iowa
$3.04M -$211K -2,305 -7%
AWM
130
Apollon Wealth Management
South Carolina
$3.03M +$800K +8,741 +36%
PAG
131
Private Advisor Group
New Jersey
$3.03M -$287K -3,139 -9%
BFEC
132
Benjamin F. Edwards & Company
Missouri
$2.96M +$124K +1,355 +4%
GP
133
Girard Partners
Pennsylvania
$2.81M +$20.8K +227 +0.7%
Mariner
134
Mariner
Kansas
$2.8M +$871K +9,510 +45%
IWC
135
Integrated Wealth Concepts
Massachusetts
$2.8M -$100K -1,093 -3%
CAM
136
Crestone Asset Management
Colorado
$2.74M +$177K +1,932 +7%
AWM
137
Aprio Wealth Management
Georgia
$2.7M +$224K +2,451 +9%
IC
138
IEQ Capital
California
$2.68M +$43.9K +479 +2%
SFS
139
Sowell Financial Services
Arkansas
$2.68M -$29K -317 -1%
ITB
140
Idaho Trust Bank
Idaho
$2.6M +$2.59M +28,296 New
PWG
141
Portside Wealth Group
Utah
$2.59M +$2.58M +28,135 New
PFS
142
Prospera Financial Services
Texas
$2.58M -$365K -3,992 -12%
PFM
143
Phillips Financial Management
Indiana
$2.57M +$11.9K +130 +0.5%
BCM
144
BlueCrest Capital Management
Jersey
$2.56M +$920K +10,047 +57%
VCM
145
Virtue Capital Management
Tennessee
$2.55M +$1.31M +14,297 +105%
FIA
146
Foundations Investment Advisors
Arizona
$2.54M +$660K +7,209 +35%
Cambridge Investment Research Advisors
147
Cambridge Investment Research Advisors
Iowa
$2.53M -$16.6M -181,155 -87%
IA
148
IFP Advisors
Florida
$2.52M +$2.56K +28 +0.1%
RJT
149
Raymond James Trust
Florida
$2.5M
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$2.49M -$117K -1,280 -5%

JNK Hedge Fund Activity: Q2 2023 in Review

514 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q2 2023, worth a combined $8.14B — up 16% from $7.01B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new JNK positions and 59 closed out — a net gain of 12 holders — while 170 added to existing stakes and 178 trimmed.

The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $724M. The largest seller was Jane Street, cutting an estimated $338M.

  • 514 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q2 2023, up from 508 in Q1 2023.
  • Funds reported $8.14B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q2 2023, up 16% quarter-over-quarter.
  • 71 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q2 2023 and 59 closed out, a net change of +12 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q2 2023 was Clark Capital Management Group, an estimated $724M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q2 2023 was Jane Street, an estimated $338M sold.

Based on aggregated 13F filings for Q2 2023.