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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
CLOS
176
Compagnie Lombard Odier SCmA
Switzerland
$1.86M -$446K -4,873 -19%
VC
177
Veery Capital
Delaware
$1.86M -$425K -4,643 -18%
PCS
178
Personal CFO Solutions
New Jersey
$1.85M -$163K -1,779 -8%
BWA
179
BlueSky Wealth Advisors
North Carolina
$1.82M +$19.1K +208 +1%
Rockefeller Capital Management
180
Rockefeller Capital Management
New York
$1.81M +$122K +1,334 +7%
PMG
181
ProVise Management Group
Florida
$1.74M +$904K +9,866 +105%
TT
182
TI-Trust
Illinois
$1.74M +$57.1K +623 +3%
AG
183
Ascent Group
Virginia
$1.69M -$547K -5,971 -24%
MA
184
Mutual Advisors
Nebraska
$1.69M +$1.71M +18,692 New
Deutsche Bank
185
Deutsche Bank
Germany
$1.68M
ONB
186
Old National Bancorp
Indiana
$1.67M -$28.4K -310 -2%
US Bancorp
187
US Bancorp
Minnesota
$1.66M -$355K -3,880 -17%
SFFS
188
Stonehage Fleming Financial Services
Jersey
$1.65M +$1.25M +13,647 +297%
Baird Financial Group
189
Baird Financial Group
Wisconsin
$1.61M +$115K +1,254 +8%
CMF
190
Counterpoint Mutual Funds
California
$1.61M -$700K -7,647 -30%
CFB
191
Cullen/Frost Bankers
Texas
$1.6M +$87.9K +960 +6%
GWM
192
Geneos Wealth Management
Colorado
$1.58M +$53.3K +582 +3%
Janney Montgomery Scott
193
Janney Montgomery Scott
Pennsylvania
$1.53M -$927K -10,122 -37%
WSTAM
194
Wilbanks Smith & Thomas Asset Management
Virginia
$1.52M +$25.2K +275 +2%
HCP
195
Holt Capital Partners
Texas
$1.51M -$50.3K -549 -3%
SA
196
Sunesis Advisors
Kansas
$1.48M +$1.5M +16,355 New
TA
197
TFB Advisors
Kansas
$1.45M +$23.3K +254 +2%
GTAM
198
Global Trust Asset Management
Florida
$1.44M -$23.1K -252 -2%
MWM
199
Meridian Wealth Management
Kentucky
$1.4M -$65.1K -711 -4%
WANY
200
Wealthspire Advisors (New York)
New York
$1.37M -$188K -2,054 -12%

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.