We are live on ! Find out more
JNK icon

State Street SPDR Bloomberg High Yield Bond ETF

347 hedge funds and large institutions have $5.87B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2014 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 145 increasing their positions, 122 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 122

18% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 28

7% more capital invested

Capital invested by funds: $5.48B → $5.87B (+$390M)

1.2% more ownership

Funds ownership: 18.71%19.9% (+1.2%)

1% more funds holding

Funds holding: 345347 (+2)

0% more funds holding in top 10

Funds holding in top 10: 4141 (0)

99% less call options, than puts

Call options by funds: $198K | Put options by funds: $28.2M

Holders
347
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
9.97%
Holding in Top 10
41
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.18%
New
33
Increased
145
Reduced
122
Closed
28
Calls
$198K
Puts
$28.2M
Net Calls
-$28M
Net Calls Change
-$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ICAS
151
Investors Capital Advisory Services
Massachusetts
$2.13M +$63.8K +514 +3%
AIP
152
Ameritas Investment Partners
Nebraska
$2.12M -$1.48M -11,900 -41%
SI
153
SII Investments
Wisconsin
$2.02M +$1.24M +10,023 +164%
HNB
154
Huntington National Bank
Ohio
$2M
UCFA
155
United Capital Financial Advisors
Texas
$1.89M -$95.9K -772 -5%
OIA
156
Optimum Investment Advisors
Illinois
$1.84M +$121K +972 +7%
MCM
157
Munder Capital Management
Michigan
$1.84M +$12.2K +98 +0.7%
ECM
158
ETrade Capital Management
Virginia
$1.81M +$28.1K +226 +2%
SG
159
Somerset Group
Minnesota
$1.79M -$45.5K -366 -2%
IT
160
Investors Trust
Texas
$1.75M +$1.74M +14,006 New
WA
161
Winfield Associates
Ohio
$1.75M +$20.7K +167 +1%
NGA
162
Naples Global Advisors
Florida
$1.73M +$47.1K +379 +3%
DAM
163
Deltec Asset Management
New York
$1.71M
Charles Schwab
164
Charles Schwab
California
$1.68M +$212K +1,710 +15%
CIA
165
Capital Investment Advisors
Georgia
$1.61M -$64.1K -516 -4%
X
166
Xponance
Pennsylvania
$1.61M -$3.01M -24,200 -65%
MMLI
167
Massachusetts Mutual Life Insurance
Massachusetts
$1.56M +$93.5K +753 +6%
BUB
168
BBVA USA Bancshares
Texas
$1.56M +$191K +1,540 +14%
AG
169
Appleton Group
Wisconsin
$1.55M +$109K +881 +8%
Janney Montgomery Scott
170
Janney Montgomery Scott
Pennsylvania
$1.54M -$155K -1,245 -9%
FA
171
FCG Advisors
New Jersey
$1.51M -$544K -4,377 -27%
EMA
172
Efficient Market Advisors
California
$1.47M +$26.6K +214 +2%
AI
173
Atria Investments
North Carolina
$1.47M -$1.62M -13,019 -53%
VKH
174
Virtu KCG Holdings
New York
$1.46M +$1.45M +11,675 New
Fisher Asset Management
175
Fisher Asset Management
Washington
$1.45M +$293K +2,358 +25%

JNK Hedge Fund Activity: Q2 2014 in Review

347 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q2 2014, worth a combined $5.87B — up 7.1% from $5.48B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new JNK positions and 28 closed out — a net gain of 5 holders — while 145 added to existing stakes and 122 trimmed.

The largest buyer was BlackRock Advisors, adding an estimated $81.4M. The largest seller was Schroder Investment Management Group, cutting an estimated $72.3M.

  • 347 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q2 2014, up from 345 in Q1 2014.
  • Funds reported $5.87B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q2 2014, up 7.1% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q2 2014 and 28 closed out, a net change of +5 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q2 2014 was BlackRock Advisors, an estimated $81.4M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q2 2014 was Schroder Investment Management Group, an estimated $72.3M sold.

Based on aggregated 13F filings for Q2 2014.