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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
LSWM
201
Lorne Steinberg Wealth Management
Canada
$1.35M -$20.1K -220 -1%
MNG
202
Manning & Napier Group
New York
$1.33M
PA
203
Pinnacle Associates
New York
$1.29M -$69.7K -761 -5%
AFP
204
Ausdal Financial Partners
Iowa
$1.29M +$226K +2,469 +21%
FIM
205
Freedom Investment Management
Connecticut
$1.28M -$781K -8,532 -38%
SPP
206
Single Point Partners
Massachusetts
$1.28M +$196K +2,135 +18%
CB
207
Commerce Bank
Missouri
$1.24M -$70.9K -774 -5%
MFG
208
Merit Financial Group
Georgia
$1.23M -$155K -1,689 -11%
NL
209
NWAM LLC
Washington
$1.22M +$53.7K +586 +5%
MLM
210
Mount Lucas Management
Pennsylvania
$1.21M +$36.3K +396 +3%
GM
211
GeoWealth Management
Illinois
$1.21M +$119K +1,300 +11%
PMA
212
Prudent Man Advisors
Illinois
$1.17M -$3.48K -38 -0.3%
WWG
213
West Wealth Group
California
$1.15M -$56.5K -617 -5%
EW
214
Evoke Wealth
California
$1.12M +$1.14M +12,439 New
CP
215
Covenant Partners
Tennessee
$1.1M +$31.5K +344 +3%
VFA
216
Valeo Financial Advisors
Indiana
$1.07M +$84.1K +918 +8%
Susquehanna International Group
217
Susquehanna International Group
Pennsylvania
$1.07M +$1.08M +11,825 New
FFA
218
Farther Finance Advisors
California
$1.06M +$654K +7,137 +155%
Mercer Global Advisors
219
Mercer Global Advisors
Colorado
$1.03M -$60.4K -660 -5%
HI
220
Harbour Investments
Wisconsin
$1.03M -$272K -2,972 -21%
SI
221
Stephens Inc
Arkansas
$1.03M -$6.87K -75 -0.7%
RWPA
222
Richard W. Paul & Associates
Michigan
$1.01M -$59.5K -650 -6%
BAM
223
Belpointe Asset Management
Nevada
$997K +$1.01M +11,024 New
RCM
224
Raleigh Capital Management
North Carolina
$996K +$116K +1,268 +13%
FTS
225
Fifth Third Securities
Ohio
$992K +$210K +2,293 +26%

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.