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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
CCG
176
Chatham Capital Group
Georgia
$2.26M
CI
177
Cavalier Investments
Georgia
$2.25M -$1.92M -17,678 -46%
EI
178
Ellevest Inc
New York
$2.24M +$501K +4,620 +29%
MNG
179
Manning & Napier Group
New York
$2.24M
V
180
Veritable
Delaware
$2.1M +$245K +2,261 +13%
PIMG
181
Patriot Investment Management Group
Tennessee
$2.06M
PAS
182
Park Avenue Securities
New York
$2.05M +$377K +3,478 +23%
APA
183
American Portfolios Advisors
New York
$2.05M +$900K +8,303 +80%
BHWM
184
Bay Harbor Wealth Management
Maryland
$2.03M +$223K +2,059 +12%
HH
185
Hilltop Holdings
Texas
$2.02M +$689K +6,351 +52%
TA
186
Tiedemann Advisors
New York
$2.02M
LFG
187
LifePlan Financial Group
Ohio
$1.95M -$214K -1,976 -10%
AG
188
Appleton Group
Wisconsin
$1.93M -$8.57K -79 -0.4%
CT
189
Coastline Trust
Rhode Island
$1.92M +$105K +970 +6%
BWA
190
BDO Wealth Advisors
Florida
$1.91M +$1.32M +12,203 +234%
IAA
191
Independent Advisor Alliance
North Carolina
$1.88M +$1.6M +14,743 +604%
LSPW
192
Lake Street Private Wealth
Illinois
$1.87M +$84.1K +776 +5%
AP
193
Appleton Partners
Massachusetts
$1.86M +$70.9K +654 +4%
MLFP
194
MPS Loria Financial Planners
Illinois
$1.84M +$1.42M +13,055 +349%
RA
195
Riversedge Advisors
Delaware
$1.67M +$200K +1,843 +14%
AFP
196
Ausdal Financial Partners
Iowa
$1.65M -$183K -1,690 -10%
BRWA
197
B. Riley Wealth Advisors
Florida
$1.64M +$158K +1,454 +11%
Sumitomo Mitsui Trust Group
198
Sumitomo Mitsui Trust Group
Japan
$1.62M +$1.6M +14,800 New
NCM
199
Noesis Capital Mangement
Florida
$1.59M +$819K +7,555 +108%
NAS
200
Nicolet Advisory Services
Wisconsin
$1.55M +$347K +3,203 +29%

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.