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State Street SPDR Bloomberg High Yield Bond ETF

458 hedge funds and large institutions have $8.49B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2018 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 165 increasing their positions, 168 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $7.97B → $8.49B (+$524M)

0.61% more ownership

Funds ownership: 27.5%28.11% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 3636 (0)

0% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 46

0% less funds holding

Funds holding: 459458 (-1)

2% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 168

96% less call options, than puts

Call options by funds: $3.64M | Put options by funds: $90.3M

Holders
458
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
10.47%
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.82%
New
46
Increased
165
Reduced
168
Closed
46
Calls
$3.64M
Puts
$90.3M
Net Calls
-$86.7M
Net Calls Change
+$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
151
Tiedemann Advisors
New York
$2.15M -$120K -1,118 -5%
WCG
152
Wall Capital Group
Arizona
$2.12M +$103K +955 +5%
GAM
153
Gould Asset Management
California
$2.05M +$58.7K +546 +3%
AG
154
Appleton Group
Wisconsin
$2.04M -$372K -3,461 -16%
DADC
155
D.A. Davidson & Co
Montana
$1.98M -$6.02K -56 -0.3%
BAS
156
Brown Advisory Securities
Maryland
$1.96M +$107 +1 +0%
KWM
157
Kingsview Wealth Management
Oregon
$1.93M -$14.4K -134 -0.7%
MRC
158
Millburn Ridgefield Corp
New York
$1.86M +$131K +1,222 +8%
IWC
159
Integrated Wealth Concepts
Massachusetts
$1.85M -$160K -1,490 -8%
FAIM
160
Financial Advocates Investment Management
Washington
$1.83M +$867K +8,067 +91%
SI
161
Stephens Inc
Arkansas
$1.8M -$437K -4,061 -20%
Wellington Management Group
162
Wellington Management Group
Massachusetts
$1.74M
CT
163
Coastline Trust
Rhode Island
$1.71M +$99.2K +923 +6%
TSS
164
Two Sigma Securities
New York
$1.67M +$1.65M +15,391 New
NEAM
165
New England Asset Management
Connecticut
$1.66M +$34.9K +325 +2%
MWA
166
Martel Wealth Advisors
Washington
$1.65M +$1.64M +15,292 New
SWP
167
Stratos Wealth Partners
Ohio
$1.63M -$343K -3,193 -17%
CAG
168
Csenge Advisory Group
Florida
$1.6M -$114K -1,060 -6%
MC
169
Miles Capital
Iowa
$1.57M -$20.3M -189,302 -93%
KL
170
KWMG LLC
Kansas
$1.49M -$107 -1 -0%
AP
171
Appleton Partners
Massachusetts
$1.46M +$174K +1,615 +14%
APA
172
American Portfolios Advisors
New York
$1.45M +$82.8K +770 +6%
SC
173
Slow Capital
California
$1.42M -$16K -149 -1%
Creative Planning
174
Creative Planning
Kansas
$1.41M -$182K -1,694 -11%
HH
175
Hilltop Holdings
Texas
$1.39M -$546K -5,076 -28%

JNK Hedge Fund Activity: Q3 2018 in Review

458 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q3 2018, worth a combined $8.49B — up 6.6% from $7.97B a quarter earlier.

Fund positioning in JNK was balanced in Q3 2018: 46 funds opened new positions, 46 closed out, 165 added to existing stakes and 168 trimmed.

The largest buyer was State Street, adding an estimated $268M. The largest seller was Personal Capital Advisors, cutting an estimated $154M.

  • 458 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q3 2018, down from 459 in Q2 2018.
  • Funds reported $8.49B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q3 2018, up 6.6% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q3 2018 and 46 closed out, a net change of 0 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q3 2018 was State Street, an estimated $268M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q3 2018 was Personal Capital Advisors, an estimated $154M sold.

Based on aggregated 13F filings for Q3 2018.