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State Street SPDR Bloomberg High Yield Bond ETF

575 hedge funds and large institutions have $7.56B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 233 increasing their positions, 158 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 54

47% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 158

4% more funds holding

Funds holding: 552575 (+23)

4.07% more ownership

Funds ownership: 94.52%98.58% (+4.1%)

2% less capital invested

Capital invested by funds: $7.71B → $7.56B (-$148M)

4% less funds holding in top 10

Funds holding in top 10: 2726 (-1)

33% less call options, than puts

Call options by funds: $4.85M | Put options by funds: $7.26M

Holders
575
Holders Change
+23
Holders Change %
+4.17%
% of All Funds
7.57%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.34%
New
87
Increased
233
Reduced
158
Closed
54
Calls
$4.85M
Puts
$7.26M
Net Calls
-$2.42M
Net Calls Change
-$6.31M
Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
151
Walkner Condon Financial Advisors
Wisconsin
$3.08M +$1.86M +19,306 +150%
HH
152
Hilltop Holdings
Texas
$3M +$1.24M +12,852 +69%
WIA
153
World Investment Advisors
California
$2.99M +$768K +7,952 +34%
Betterment LLC
154
Betterment LLC
New York
$2.96M -$2.01M -20,805 -40%
BWA
155
BlueSky Wealth Advisors
North Carolina
$2.93M +$12.5K +129 +0.4%
DADC
156
D.A. Davidson & Co
Montana
$2.93M -$477K -4,940 -14%
BAAM
157
Baker Avenue Asset Management
California
$2.92M -$2.28M -23,646 -44%
UF
158
Univest Financial
Pennsylvania
$2.91M +$353K +3,662 +14%
CCM
159
Crabel Capital Management
California
$2.89M -$5.71M -59,159 -66%
CCM
160
Canal Capital Management
Virginia
$2.83M +$865K +8,959 +43%
BFC
161
Blue Fin Capital
Rhode Island
$2.79M -$540K -5,591 -16%
BCM
162
Brookstone Capital Management
Illinois
$2.77M +$1.21M +12,524 +76%
GWM
163
Gibbs Wealth Management
Georgia
$2.76M +$351K +3,635 +14%
AWM
164
Axxcess Wealth Management
California
$2.76M +$1.72M +17,794 +160%
HWP
165
Hibernia Wealth Partners
Louisiana
$2.74M -$2.5M -25,915 -47%
MNA
166
Manning & Napier Advisors
New York
$2.71M +$67.9K +703 +3%
MWM
167
Modera Wealth Management
New Jersey
$2.64M +$1.62M +16,834 +155%
PGFC
168
Peapack-Gladstone Financial Corp
New Jersey
$2.64M
CW
169
CreativeOne Wealth
Kansas
$2.57M +$1.19M +12,338 +85%
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$2.53M +$14.2K +147 +0.6%
AP
171
Agilis Partners
Massachusetts
$2.53M +$17.1K +177 +0.7%
RWI
172
Red Wave Investments
Pennsylvania
$2.45M -$128K -1,322 -5%
HTIM
173
Harbour Trust & Investment Management
Indiana
$2.38M -$971K -10,060 -29%
Cerity Partners
174
Cerity Partners
New York
$2.31M -$97.8K -1,013 -4%
Deutsche Bank
175
Deutsche Bank
Germany
$2.3M -$7.59M -78,627 -77%

JNK Hedge Fund Activity: Q4 2024 in Review

575 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q4 2024, worth a combined $7.56B — down 1.9% from $7.71B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new JNK positions and 54 closed out — a net gain of 33 holders — while 233 added to existing stakes and 158 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $66.4M. The largest seller was Toews Corporation, exiting entirely with an estimated $109M sold.

  • 575 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q4 2024, up from 552 in Q3 2024.
  • Funds reported $7.56B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q4 2024, down 1.9% quarter-over-quarter.
  • 87 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q4 2024 and 54 closed out, a net change of +33 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q4 2024 was Schroder Investment Management Group, an estimated $66.4M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q4 2024 was Toews Corporation, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2024.