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State Street SPDR Bloomberg High Yield Bond ETF

397 hedge funds and large institutions have $9.56B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2016 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 180 increasing their positions, 113 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 30

59% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 113

11% more funds holding in top 10

Funds holding in top 10: 4449 (+5)

8% more capital invested

Capital invested by funds: $8.82B → $9.56B (+$744M)

4% more funds holding

Funds holding: 381397 (+16)

1.56% more ownership

Funds ownership: 24.42%25.98% (+1.6%)

33% less call options, than puts

Call options by funds: $32.6M | Put options by funds: $48.6M

Holders
397
Holders Change
+16
Holders Change %
+4.2%
% of All Funds
10.59%
Holding in Top 10
49
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.36%
% of All Funds
1.31%
New
49
Increased
180
Reduced
113
Closed
30
Calls
$32.6M
Puts
$48.6M
Net Calls
-$16M
Net Calls Change
-$452M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
151
LifePlan Financial Group
Ohio
$3.03M -$72.5K -666 -2%
BC
152
Brookfield Corp
Ontario, Canada
$2.96M
PAMU
153
Pictet Asset Management (UK)
United Kingdom
$2.86M +$1.24M +11,368 +78%
Renaissance Technologies
154
Renaissance Technologies
New York
$2.67M +$1.77M +16,300 +205%
KL
155
KWMG LLC
Kansas
$2.67M -$25K -230 -0.9%
PA
156
Pinnacle Associates
New York
$2.63M +$179K +1,644 +7%
AIA
157
Allegis Investment Advisors
Idaho
$2.6M +$2.12M +19,495 +471%
AIS
158
Accurate Investment Solutions
Pennsylvania
$2.5M +$2.46M +22,647 +62,908%
AA
159
Advisory Alpha
Michigan
$2.49M -$235K -2,164 -9%
EVM
160
Eaton Vance Management
Massachusetts
$2.28M -$6M -55,138 -73%
SIC
161
Shoker Investment Counsel
Ohio
$2.16M +$21.9K +201 +1%
M&T Bank
162
M&T Bank
New York
$2.13M -$109K -1,005 -5%
IA
163
IndexIQ Advisors
New York
$2.08M +$1.28M +11,776 +166%
OFG
164
OTA Financial Group
New York
$1.99M +$774K +7,113 +65%
HIM
165
Hillsdale Investment Management
Ontario, Canada
$1.98M -$255K -2,343 -12%
AG
166
Appleton Group
Wisconsin
$1.96M +$8.6K +79 +0.4%
SAM
167
SignalPoint Asset Management
Missouri
$1.9M +$1M +9,226 +116%
FT
168
Fiduciary Trust
Massachusetts
$1.8M +$1.78M +16,339 New
FWM
169
Frontier Wealth Management
Missouri
$1.73M -$98.2K -903 -5%
FMT
170
First Mercantile Trust
Tennessee
$1.69M -$887K -8,149 -35%
Federated Hermes
171
Federated Hermes
Pennsylvania
$1.67M -$109K -1,000 -6%
FHA
172
First Horizon Advisors
Tennessee
$1.66M -$680K -6,248 -29%
SB
173
Simmons Bank
Arkansas
$1.63M -$149K -1,365 -8%
Wellington Management Group
174
Wellington Management Group
Massachusetts
$1.6M
V
175
Veritable
Delaware
$1.6M +$101K +930 +7%

JNK Hedge Fund Activity: Q3 2016 in Review

397 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q3 2016, worth a combined $9.56B — up 8.4% from $8.82B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new JNK positions and 30 closed out — a net gain of 19 holders — while 180 added to existing stakes and 113 trimmed.

The largest buyer was BlackRock Advisors, adding an estimated $281M. The largest seller was British Columbia Investment Management, cutting an estimated $197M.

  • 397 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q3 2016, up from 381 in Q2 2016.
  • Funds reported $9.56B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q3 2016, up 8.4% quarter-over-quarter.
  • 49 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q3 2016 and 30 closed out, a net change of +19 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q3 2016 was BlackRock Advisors, an estimated $281M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q3 2016 was British Columbia Investment Management, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2016.