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State Street SPDR Bloomberg High Yield Bond ETF

508 hedge funds and large institutions have $7.39B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 166 increasing their positions, 180 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding in top 10

Funds holding in top 10: 2023 (+3)

6.47% more ownership

Funds ownership: 98.12%104.59% (+6.5%)

2% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 57

8% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 180

1% less funds holding

Funds holding: 514508 (-6)

9% less capital invested

Capital invested by funds: $8.14B → $7.39B (-$745M)

52% less call options, than puts

Call options by funds: $15.2M | Put options by funds: $31.6M

Holders
508
Holders Change
-6
Holders Change %
-1.17%
% of All Funds
8.06%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
58
Increased
166
Reduced
180
Closed
57
Calls
$15.2M
Puts
$31.6M
Net Calls
-$16.3M
Net Calls Change
+$6.52M
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
151
Raymond James Trust
Florida
$2.45M
CWA
152
Clearview Wealth Advisors
Oregon
$2.36M +$2.38M +26,029 +33,804%
SWP
153
Stratos Wealth Partners
Ohio
$2.36M +$51.8K +566 +2%
Walleye Trading
154
Walleye Trading
New York
$2.35M +$346K +3,776 +17%
AI
155
Atria Investments
North Carolina
$2.34M -$787K -8,588 -25%
CCM
156
Canal Capital Management
Virginia
$2.29M -$1.06M -11,618 -31%
AWM
157
Alterna Wealth Management
Texas
$2.28M -$21.2K -231 -0.9%
AP
158
Appleton Partners
Massachusetts
$2.19M -$2.66K -29 -0.1%
CA
159
Continuum Advisory
Idaho
$2.19M -$916 -10 -0%
BRWA
160
B. Riley Wealth Advisors
Florida
$2.19M +$369K +4,025 +20%
CA
161
Cetera Advisors
Colorado
$2.17M +$374K +4,082 +21%
ACM
162
Anfield Capital Management
California
$2.16M -$2.85M -31,074 -56%
AP
163
Agilis Partners
Massachusetts
$2.15M
OIA
164
OneDigital Investment Advisors
Kansas
$2.12M -$2.52M -27,470 -54%
Allspring Global Investments
165
Allspring Global Investments
North Carolina
$2.11M -$909K -9,930 -30%
Wealth Enhancement Advisory Services
166
Wealth Enhancement Advisory Services
Minnesota
$2.03M +$2.06M +22,472 New
PWM
167
Perigon Wealth Management
California
$2.03M +$86.3K +942 +4%
WT
168
Whittier Trust
California
$2.02M -$339K -3,706 -14%
EP
169
Edgestream Partners
New Jersey
$2M +$305K +3,328 +18%
BWM
170
Brown Wealth Management
Illinois
$1.99M -$115K -1,255 -5%
CCA
171
Column Capital Advisors
Indiana
$1.95M +$72.3K +789 +4%
CBC
172
Coombe, Bender & Co
New York
$1.94M +$171K +1,868 +10%
Lido Advisors
173
Lido Advisors
California
$1.89M -$312K -3,412 -14%
BTWM
174
Baker Tilly Wealth Management
Wisconsin
$1.88M +$87.3K +953 +5%
CCM
175
Crabel Capital Management
California
$1.88M -$6.16M -67,221 -76%

JNK Hedge Fund Activity: Q3 2023 in Review

508 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q3 2023, worth a combined $7.39B — down 9.2% from $8.14B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new JNK positions and 57 closed out — a net gain of 1 holder — while 166 added to existing stakes and 180 trimmed.

The largest buyer was Jane Street, adding an estimated $109M. The largest seller was Clark Capital Management Group, cutting an estimated $385M.

  • 508 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q3 2023, down from 514 in Q2 2023.
  • Funds reported $7.39B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q3 2023, down 9.2% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q3 2023 and 57 closed out, a net change of +1 holder.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q3 2023 was Jane Street, an estimated $109M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q3 2023 was Clark Capital Management Group, an estimated $385M sold.

Based on aggregated 13F filings for Q3 2023.