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State Street SPDR Bloomberg High Yield Bond ETF

347 hedge funds and large institutions have $5.87B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2014 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 145 increasing their positions, 122 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 122

18% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 28

7% more capital invested

Capital invested by funds: $5.48B → $5.87B (+$390M)

1.2% more ownership

Funds ownership: 18.71%19.9% (+1.2%)

1% more funds holding

Funds holding: 345347 (+2)

0% more funds holding in top 10

Funds holding in top 10: 4141 (0)

99% less call options, than puts

Call options by funds: $198K | Put options by funds: $28.2M

Holders
347
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
9.97%
Holding in Top 10
41
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.18%
New
33
Increased
145
Reduced
122
Closed
28
Calls
$198K
Puts
$28.2M
Net Calls
-$28M
Net Calls Change
-$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
201
SignalPoint Asset Management
Missouri
$851K -$10.6K -85 -1%
KFS
202
KMS Financial Services
Washington
$849K +$44.3K +357 +6%
LNC
203
Lincoln National Corp
Pennsylvania
$843K +$217K +1,751 +35%
BCMIO
204
Beacon Capital Management Inc (Ohio)
Ohio
$842K -$23.1K -186 -3%
PWM
205
Perigon Wealth Management
California
$824K +$818K +6,585 New
MA
206
MUFG Americas
New York
$783K -$745K -6,002 -49%
BHB
207
Bank Hapoalim BM
Israel
$776K
CAN
208
Cetera Advisor Networks
California
$768K +$58.7K +473 +8%
WB
209
Webster Bank
Connecticut
$760K +$29.2K +235 +4%
AWA
210
AmeriServ Wealth Advisors
Pennsylvania
$746K -$3.97K -32 -0.5%
WPW
211
Waldron Private Wealth
Pennsylvania
$745K -$63.7K -513 -8%
FFC
212
First Financial Corp
Indiana
$741K -$3.48K -28 -0.5%
CFMC
213
Curbstone Financial Management Corp
New Hampshire
$734K
VIA
214
Virtus Investment Advisers
Connecticut
$729K -$488K -3,928 -40%
Jane Street
215
Jane Street
New York
$718K +$712K +5,735 New
AIM
216
Assured Investment Management
New York
$701K +$696K +5,602 New
RFC
217
Regions Financial Corp
Alabama
$681K +$11.1K +89 +2%
RCAG
218
Rehmann Capital Advisory Group
Michigan
$672K +$193K +1,550 +41%
OC
219
Oarsman Capital
Wisconsin
$670K +$8.82K +71 +1%
SIC
220
Sigma Investment Counselors
Michigan
$645K +$38.5K +310 +6%
PVH
221
Psagot Value Holdings
Israel
$644K -$74.9K -603 -10%
CCT
222
Capital City Trust
Florida
$644K
PBT
223
Pictet Bank & Trust
Bahamas
$634K
RJFSA
224
Raymond James Financial Services Advisors
Florida
$631K -$2.14M -17,205 -77%
HighTower Advisors
225
HighTower Advisors
Illinois
$631K +$33.5K +270 +6%

JNK Hedge Fund Activity: Q2 2014 in Review

347 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q2 2014, worth a combined $5.87B — up 7.1% from $5.48B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new JNK positions and 28 closed out — a net gain of 5 holders — while 145 added to existing stakes and 122 trimmed.

The largest buyer was BlackRock Advisors, adding an estimated $81.4M. The largest seller was Schroder Investment Management Group, cutting an estimated $72.3M.

  • 347 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q2 2014, up from 345 in Q1 2014.
  • Funds reported $5.87B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q2 2014, up 7.1% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q2 2014 and 28 closed out, a net change of +5 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q2 2014 was BlackRock Advisors, an estimated $81.4M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q2 2014 was Schroder Investment Management Group, an estimated $72.3M sold.

Based on aggregated 13F filings for Q2 2014.