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State Street SPDR Bloomberg High Yield Bond ETF

525 hedge funds and large institutions have $8.17B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 209 increasing their positions, 169 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 47

24% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 169

1% more funds holding

Funds holding: 518525 (+7)

5% less funds holding in top 10

Funds holding in top 10: 3937 (-2)

17.84% less ownership

Funds ownership: 105.12%87.28% (-18%)

22% less capital invested

Capital invested by funds: $10.5B → $8.17B (-$2.34B)

96% less call options, than puts

Call options by funds: $8.65M | Put options by funds: $219M

Holders
525
Holders Change
+7
Holders Change %
+1.35%
% of All Funds
9.14%
Holding in Top 10
37
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.13%
% of All Funds
0.64%
New
61
Increased
209
Reduced
169
Closed
47
Calls
$8.65M
Puts
$219M
Net Calls
-$210M
Net Calls Change
+$88.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
201
Slow Capital
California
$1.85M +$64.9K +595 +4%
PAS
202
Park Avenue Securities
New York
$1.81M -$1.51M -13,887 -46%
GWM
203
Geneos Wealth Management
Colorado
$1.81M +$55.8K +512 +3%
CCG
204
Chatham Capital Group
Georgia
$1.78M
IA
205
IFP Advisors
Florida
$1.76M +$1.08M +9,925 +164%
AWE
206
Avidian Wealth Enterprises
Texas
$1.74M +$160K +1,464 +10%
CCFCSB
207
Cape Cod Five Cents Savings Bank
Massachusetts
$1.73M -$92.5K -848 -5%
Capstone Investment Advisors
208
Capstone Investment Advisors
New York
$1.73M -$5.16M -47,300 -75%
RIM
209
Rockbridge Investment Management
New York
$1.72M +$26.3K +241 +2%
HH
210
Hilltop Holdings
Texas
$1.7M +$1.69M +15,501 New
NL
211
NWAM LLC
Washington
$1.63M +$57.2K +525 +4%
V
212
Veritable
Delaware
$1.61M +$147K +1,351 +10%
Fisher Asset Management
213
Fisher Asset Management
Washington
$1.6M -$11.1M -101,500 -87%
NAM
214
Newfleet Asset Management
Connecticut
$1.56M -$791K -7,258 -34%
CWA
215
Centennial Wealth Advisory
Michigan
$1.53M -$159K -1,456 -9%
FTS
216
Fifth Third Securities
Ohio
$1.52M +$257K +2,358 +21%
CCA
217
Column Capital Advisors
Indiana
$1.48M -$472K -4,329 -24%
Mariner
218
Mariner
Kansas
$1.47M -$329K -3,014 -18%
NCM
219
Noesis Capital Mangement
Florida
$1.42M
PCS
220
Personal CFO Solutions
New Jersey
$1.41M +$83.8K +769 +6%
CSIA
221
Charles Schwab Investment Advisory
California
$1.41M -$6.43K -59 -0.5%
AWM
222
Apollon Wealth Management
South Carolina
$1.4M -$120K -1,103 -8%
MHS
223
M Holdings Securities
Oregon
$1.4M +$4.25K +39 +0.3%
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$1.38M -$13.6K -125 -1%
MFG
225
MidWestOne Financial Group
Iowa
$1.36M -$8.72K -80 -0.6%

JNK Hedge Fund Activity: Q2 2021 in Review

525 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q2 2021, worth a combined $8.17B — down 22% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new JNK positions and 47 closed out — a net gain of 14 holders — while 209 added to existing stakes and 169 trimmed.

The largest buyer was Man Group, adding an estimated $60.9M. The largest seller was Federal Reserve Bank of New York, exiting entirely with an estimated $575M sold.

  • 525 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q2 2021, up from 518 in Q1 2021.
  • Funds reported $8.17B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q2 2021, down 22% quarter-over-quarter.
  • 61 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q2 2021 and 47 closed out, a net change of +14 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q2 2021 was Man Group, an estimated $60.9M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q2 2021 was Federal Reserve Bank of New York, an estimated $575M sold.

Based on aggregated 13F filings for Q2 2021.