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State Street SPDR Bloomberg High Yield Bond ETF

525 hedge funds and large institutions have $8.17B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 209 increasing their positions, 169 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 47

24% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 169

1% more funds holding

Funds holding: 518525 (+7)

5% less funds holding in top 10

Funds holding in top 10: 3937 (-2)

17.84% less ownership

Funds ownership: 105.12%87.28% (-18%)

22% less capital invested

Capital invested by funds: $10.5B → $8.17B (-$2.34B)

96% less call options, than puts

Call options by funds: $8.65M | Put options by funds: $219M

Holders
525
Holders Change
+7
Holders Change %
+1.35%
% of All Funds
9.14%
Holding in Top 10
37
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.13%
% of All Funds
0.64%
New
61
Increased
209
Reduced
169
Closed
47
Calls
$8.65M
Puts
$219M
Net Calls
-$210M
Net Calls Change
+$88.2M
Name Holding Trade Value Shares
Change
Change in
Stake
NCG
151
Newport Capital Group
New Jersey
$3.79M +$470K +4,307 +14%
ACM
152
Anfield Capital Management
California
$3.79M -$286K -2,620 -7%
AIM
153
Astor Investment Management
Illinois
$3.66M -$2.45M -22,493 -40%
FAT
154
First American Trust
California
$3.63M -$129K -1,180 -3%
EI
155
Ellevest Inc
New York
$3.63M +$357K +3,271 +11%
CAN
156
Cetera Advisor Networks
California
$3.61M +$3.01M +27,574 +522%
AG
157
Appleton Group
Wisconsin
$3.56M +$3.25M +29,847 +1,177%
RJT
158
Raymond James Trust
Florida
$3.54M +$15.6K +143 +0.4%
PFM
159
Phillips Financial Management
Indiana
$3.47M -$1.98M -18,202 -37%
VCM
160
Virtue Capital Management
Tennessee
$3.42M -$605K -5,550 -15%
Janney Montgomery Scott
161
Janney Montgomery Scott
Pennsylvania
$3.39M +$2.65M +24,338 +376%
NEAM
162
New England Asset Management
Connecticut
$3.32M +$22.4K +205 +0.7%
PCWA
163
Pacific Capital Wealth Advisors
California
$3.32M +$313K +2,873 +11%
TWP
164
Tempus Wealth Planning
California
$3.23M -$862K -7,908 -21%
HI
165
Harbour Investments
Wisconsin
$3.17M +$200K +1,831 +7%
PFS
166
Prospera Financial Services
Texas
$3.14M +$261K +2,395 +9%
RH
167
RFG Holdings
Texas
$3.02M -$179K -1,639 -6%
SBL
168
Sargent Bickham Lagudis
Colorado
$3M +$27.8K +255 +0.9%
PCG
169
Private Capital Group
Connecticut
$2.99M +$89.8K +824 +3%
ARC
170
Advisor Resource Council
Texas
$2.97M +$2.94M +26,981 New
IC
171
IEQ Capital
California
$2.96M -$69.2K -635 -2%
BRWA
172
B. Riley Wealth Advisors
Florida
$2.94M +$206K +1,885 +8%
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
$2.93M -$11.7M -106,893 -80%
DBT
174
Dubuque Bank & Trust
Iowa
$2.92M +$272K +2,497 +10%
BAM
175
Blueshift Asset Management
New Jersey
$2.82M -$13.4M -122,758 -83%

JNK Hedge Fund Activity: Q2 2021 in Review

525 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q2 2021, worth a combined $8.17B — down 22% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new JNK positions and 47 closed out — a net gain of 14 holders — while 209 added to existing stakes and 169 trimmed.

The largest buyer was Man Group, adding an estimated $60.9M. The largest seller was Federal Reserve Bank of New York, exiting entirely with an estimated $575M sold.

  • 525 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q2 2021, up from 518 in Q1 2021.
  • Funds reported $8.17B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q2 2021, down 22% quarter-over-quarter.
  • 61 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q2 2021 and 47 closed out, a net change of +14 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q2 2021 was Man Group, an estimated $60.9M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q2 2021 was Federal Reserve Bank of New York, an estimated $575M sold.

Based on aggregated 13F filings for Q2 2021.