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State Street SPDR Bloomberg High Yield Bond ETF

437 hedge funds and large institutions have $9.41B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2016 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 167 increasing their positions, 131 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 34

130% more call options, than puts

Call options by funds: $134M | Put options by funds: $58.3M

27% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 131

12% more funds holding in top 10

Funds holding in top 10: 4955 (+6)

10% more funds holding

Funds holding: 397437 (+40)

0.26% more ownership

Funds ownership: 25.98%26.24% (+0.26%)

2% less capital invested

Capital invested by funds: $9.56B → $9.41B (-$147M)

Holders
437
Holders Change
+40
Holders Change %
+10.08%
% of All Funds
10.93%
Holding in Top 10
55
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.24%
% of All Funds
1.38%
New
79
Increased
167
Reduced
131
Closed
34
Calls
$134M
Puts
$58.3M
Net Calls
+$75.6M
Net Calls Change
+$91.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
201
Towercrest Capital Management
Pennsylvania
$1.58M +$1.57M +14,452 New
PAS
202
Park Avenue Securities
New York
$1.56M +$277K +2,547 +22%
PWM
203
Perigon Wealth Management
California
$1.54M +$574K +5,268 +62%
SCA
204
Snowden Capital Advisors
New York
$1.51M +$190K +1,749 +14%
WC
205
Wexford Capital
Florida
$1.51M -$2.57M -23,585 -63%
SFS
206
Sowell Financial Services
Arkansas
$1.44M +$1.41M +12,956 New
BFEC
207
Benjamin F. Edwards & Company
Missouri
$1.39M +$53.5K +491 +4%
HIM
208
Hillsdale Investment Management
Ontario, Canada
$1.39M -$581K -5,333 -30%
US Bancorp
209
US Bancorp
Minnesota
$1.38M +$705K +6,472 +105%
CS
210
Comerica Securities
Michigan
$1.38M +$298K +2,739 +28%
ECM
211
ETrade Capital Management
Virginia
$1.37M -$89.6K -823 -6%
Jane Street
212
Jane Street
New York
$1.36M -$150M -1,375,572 -99%
BBA
213
BLB&B Advisors
Pennsylvania
$1.34M +$274K +2,517 +26%
FCBT
214
First Citizens Bank & Trust
North Carolina
$1.33M +$788K +7,242 +147%
WIA
215
Westbourne Investment Advisors
Maryland
$1.31M -$153K -1,402 -10%
IH
216
IFC Holdings
Florida
$1.26M +$260K +2,386 +26%
GAM
217
Gould Asset Management
California
$1.25M +$29.6K +272 +2%
BTS
218
BB&T Securities
Virginia
$1.25M
CIM
219
Cetera Investment Management
California
$1.22M -$325K -2,986 -21%
SI
220
Sentry Investments
Ontario, Canada
$1.21M +$1.21M +11,100 New
FWM
221
Frontier Wealth Management
Missouri
$1.21M -$506K -4,644 -30%
LP
222
LGL Partners
Pennsylvania
$1.15M -$140K -1,283 -11%
GKWIM
223
Gerber Kawasaki Wealth & Investment Management
California
$1.13M +$334K +3,070 +42%
AII
224
AGF Investments Inc
Ontario, Canada
$1.13M -$165K -1,517 -13%
NGA
225
Naples Global Advisors
Florida
$1.12M -$33.6K -309 -3%

JNK Hedge Fund Activity: Q4 2016 in Review

437 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q4 2016, worth a combined $9.41B — down 1.5% from $9.56B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new JNK positions and 34 closed out — a net gain of 45 holders — while 167 added to existing stakes and 131 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $276M. The largest seller was BlackRock Advisors, cutting an estimated $324M.

  • 437 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q4 2016, up from 397 in Q3 2016.
  • Funds reported $9.41B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q4 2016, down 1.5% quarter-over-quarter.
  • 79 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q4 2016 and 34 closed out, a net change of +45 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q4 2016 was Goldman Sachs, an estimated $276M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q4 2016 was BlackRock Advisors, an estimated $324M sold.

Based on aggregated 13F filings for Q4 2016.