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State Street SPDR Bloomberg High Yield Bond ETF

519 hedge funds and large institutions have $9.46B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2019 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 190 increasing their positions, 137 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 55

39% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 137

22% more funds holding in top 10

Funds holding in top 10: 3644 (+8)

11% more funds holding

Funds holding: 468519 (+51)

5% more capital invested

Capital invested by funds: $8.98B → $9.46B (+$474M)

1.12% more ownership

Funds ownership: 88.94%90.06% (+1.1%)

90% less call options, than puts

Call options by funds: $15.4M | Put options by funds: $150M

Holders
519
Holders Change
+51
Holders Change %
+10.9%
% of All Funds
10.23%
Holding in Top 10
44
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+22.22%
% of All Funds
0.87%
New
112
Increased
190
Reduced
137
Closed
55
Calls
$15.4M
Puts
$150M
Net Calls
-$135M
Net Calls Change
+$71.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PCWA
151
Pacific Capital Wealth Advisors
California
$3.45M +$3.42M +31,500 New
KWM
152
Kingsview Wealth Management
Oregon
$3.33M +$296K +2,734 +10%
CAG
153
Csenge Advisory Group
Florida
$3.29M +$132K +1,215 +4%
US Bancorp
154
US Bancorp
Minnesota
$3.27M +$162K +1,491 +5%
CI Investments Inc
155
CI Investments Inc
Ontario, Canada
$3.27M +$657K +6,058 +26%
TC
156
TownSquare Capital
Utah
$3.24M +$418K +3,854 +15%
DF
157
Donoghue Forlines
Massachusetts
$3.21M -$387K -3,571 -11%
EAM
158
Eagle Asset Management
Florida
$2.89M
SS
159
Simplicity Solutions
Minnesota
$2.86M +$503K +4,635 +22%
WHG
160
Westwood Holdings Group
Texas
$2.85M -$54.6K -504 -2%
Janney Montgomery Scott
161
Janney Montgomery Scott
Pennsylvania
$2.8M +$795K +7,333 +40%
SB
162
Simmons Bank
Arkansas
$2.79M +$362K +3,340 +15%
SAM
163
Sompo Asset Management
Japan
$2.75M +$1.34M +12,351 +97%
PSUF
164
People's United Financial
Connecticut
$2.73M -$346K -3,193 -11%
ECM
165
ExodusPoint Capital Management
New York
$2.72M +$2.7M +24,866 New
PCG
166
Private Capital Group
Connecticut
$2.72M +$168K +1,548 +7%
AIP
167
Ameritas Investment Partners
Nebraska
$2.68M +$86.6K +799 +3%
DADC
168
D.A. Davidson & Co
Montana
$2.59M -$29.1K -268 -1%
RIA
169
Regal Investment Advisors
Michigan
$2.53M +$92.5K +853 +4%
AP
170
Agilis Partners
Massachusetts
$2.41M
FCIM
171
Fairview Capital Investment Management
California
$2.38M -$51.5K -475 -2%
CCM
172
Canal Capital Management
Virginia
$2.36M +$2.33M +21,514 New
Prudential Financial
173
Prudential Financial
New Jersey
$2.35M +$755K +6,961 +48%
MWPCG
174
Measured Wealth Private Client Group
New Hampshire
$2.32M +$209K +1,924 +10%
HB
175
Homrich & Berg
Georgia
$2.31M +$1.75M +16,115 +322%

JNK Hedge Fund Activity: Q4 2019 in Review

519 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q4 2019, worth a combined $9.46B — up 5.3% from $8.98B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new JNK positions and 55 closed out — a net gain of 57 holders — while 190 added to existing stakes and 137 trimmed.

The largest buyer was BTS Asset Management, adding an estimated $719M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $212M.

  • 519 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q4 2019, up from 468 in Q3 2019.
  • Funds reported $9.46B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q4 2019, up 5.3% quarter-over-quarter.
  • 112 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q4 2019 and 55 closed out, a net change of +57 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q4 2019 was BTS Asset Management, an estimated $719M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q4 2019 was Manulife (Manufacturers Life Insurance), an estimated $212M sold.

Based on aggregated 13F filings for Q4 2019.