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State Street SPDR Bloomberg High Yield Bond ETF

446 hedge funds and large institutions have $9.87B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 206 increasing their positions, 130 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 130

52% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 33

13% more capital invested

Capital invested by funds: $8.74B → $9.87B (+$1.13B)

3% more funds holding

Funds holding: 432446 (+14)

2% more funds holding in top 10

Funds holding in top 10: 4546 (+1)

0.95% more ownership

Funds ownership: 24.98%25.93% (+0.95%)

40% less call options, than puts

Call options by funds: $85.6M | Put options by funds: $144M

Holders
446
Holders Change
+14
Holders Change %
+3.24%
% of All Funds
11.12%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
1.15%
New
50
Increased
206
Reduced
130
Closed
33
Calls
$85.6M
Puts
$144M
Net Calls
-$58.1M
Net Calls Change
-$21.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$3.56M +$277K +2,486 +8%
GP
152
Girard Partners
Pennsylvania
$3.5M +$265K +2,381 +8%
MNA
153
Manning & Napier Advisors
New York
$3.44M
VIA
154
Virtus Investment Advisers
Connecticut
$3.4M +$3.38M +30,350 New
SFS
155
Sowell Financial Services
Arkansas
$3.4M +$1.47M +13,213 +76%
WPA
156
Winning Points Advisors
Florida
$3.31M +$3.03M +27,167 +1,117%
AIA
157
Allegis Investment Advisors
Idaho
$3.14M +$1.08M +9,736 +53%
Citadel Advisors
158
Citadel Advisors
Florida
$3.14M +$3.12M +28,023 New
LFG
159
LifePlan Financial Group
Ohio
$3.08M +$75.2K +675 +3%
CAG
160
Csenge Advisory Group
Florida
$2.97M +$2.96M +26,543 New
CIM
161
Confluence Investment Management
Missouri
$2.83M +$180K +1,617 +7%
MRC
162
Millburn Ridgefield Corp
New York
$2.79M -$535K -4,800 -16%
GKWIM
163
Gerber Kawasaki Wealth & Investment Management
California
$2.77M +$240K +2,158 +10%
G
164
GenTrust
Florida
$2.72M +$715K +6,423 +36%
Baird Financial Group
165
Baird Financial Group
Wisconsin
$2.7M -$363K -3,259 -12%
PA
166
Pinnacle Associates
New York
$2.65M -$47.9K -430 -2%
RA
167
RFG Advisory
Alabama
$2.58M +$704K +6,325 +38%
DADC
168
D.A. Davidson & Co
Montana
$2.57M +$192K +1,726 +8%
AWM
169
AE Wealth Management
Kansas
$2.56M -$2.32M -20,850 -48%
Jane Street
170
Jane Street
New York
$2.48M +$2.47M +22,140 New
FAN
171
Financial Advisors Network
California
$2.48M +$63.5K +570 +3%
OAM
172
Occidental Asset Management
California
$2.45M +$256K +2,296 +12%
RWM
173
Ritholtz Wealth Management
New York
$2.4M +$80.8K +726 +4%
TCM
174
Towercrest Capital Management
Pennsylvania
$2.31M +$25.4K +228 +1%
SB
175
Simmons Bank
Arkansas
$2.25M +$626K +5,619 +39%

JNK Hedge Fund Activity: Q3 2017 in Review

446 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q3 2017, worth a combined $9.87B — up 13% from $8.74B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new JNK positions and 33 closed out — a net gain of 17 holders — while 206 added to existing stakes and 130 trimmed.

The largest buyer was BlackRock, adding an estimated $307M. The largest seller was JP Morgan Chase, cutting an estimated $259M.

  • 446 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q3 2017, up from 432 in Q2 2017.
  • Funds reported $9.87B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q3 2017, up 13% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q3 2017 and 33 closed out, a net change of +17 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q3 2017 was BlackRock, an estimated $307M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q3 2017 was JP Morgan Chase, an estimated $259M sold.

Based on aggregated 13F filings for Q3 2017.