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State Street SPDR Bloomberg High Yield Bond ETF

552 hedge funds and large institutions have $7.71B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 171 increasing their positions, 216 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 45

25% more call options, than puts

Call options by funds: $19.5M | Put options by funds: $15.6M

2% more funds holding

Funds holding: 539552 (+13)

5% less capital invested

Capital invested by funds: $8.11B → $7.71B (-$403M)

3.36% less ownership

Funds ownership: 97.88%94.52% (-3.4%)

7% less funds holding in top 10

Funds holding in top 10: 2927 (-2)

21% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 216

Holders
552
Holders Change
+13
Holders Change %
+2.41%
% of All Funds
7.93%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.39%
New
63
Increased
171
Reduced
216
Closed
45
Calls
$19.5M
Puts
$15.6M
Net Calls
+$3.89M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
201
Caldwell Trust
Florida
$1.56M +$138K +1,434 +10%
TGAM
202
TBH Global Asset Management
Tennessee
$1.55M +$1.52M +15,883 New
CCC
203
Chesapeake Capital Corp
Florida
$1.55M +$331K +3,452 +28%
TI
204
Tidal Investments
Wisconsin
$1.54M +$331K +3,452 +28%
Principal Financial Group
205
Principal Financial Group
Iowa
$1.53M +$82.4K +859 +6%
HCP
206
Holt Capital Partners
Texas
$1.5M +$454K +4,733 +44%
DFCM
207
Dark Forest Capital Management
Puerto Rico
$1.49M -$1.13M -11,725 -43%
SAS
208
Sage Advisory Services
Texas
$1.45M
CW
209
CreativeOne Wealth
Kansas
$1.43M -$156K -1,627 -10%
GWM
210
Geneos Wealth Management
Colorado
$1.41M +$173K +1,798 +14%
SAG
211
SageView Advisory Group
California
$1.4M +$1.38M +14,344 New
GAM
212
Gotham Asset Management
New York
$1.38M +$17.7K +184 +1%
BRWA
213
B. Riley Wealth Advisors
Florida
$1.38M +$53.8K +561 +4%
PA
214
Pinnacle Associates
New York
$1.35M +$18.1K +189 +1%
CSPIA
215
Cary Street Partners Investment Advisory
Virginia
$1.33M +$1.07M +11,153 +454%
CIA
216
Concurrent Investment Advisors
Florida
$1.33M -$211K -2,195 -14%
P
217
&Partners
Tennessee
$1.32M +$791K +8,243 +158%
TPA
218
Trivium Point Advisory
Connecticut
$1.3M +$172K +1,789 +15%
MFG
219
MidWestOne Financial Group
Iowa
$1.28M +$197K +2,050 +19%
TRCT
220
Tower Research Capital (TRC)
New York
$1.27M +$1.07M +11,152 +609%
WCFA
221
Walkner Condon Financial Advisors
Wisconsin
$1.26M -$1.17M -12,156 -48%
PFA
222
Pure Financial Advisors
California
$1.25M -$9.12K -95 -0.7%
PWM
223
Perigon Wealth Management
California
$1.24M -$891K -9,287 -42%
JF
224
Jump Financial
Illinois
$1.24M -$7.39M -76,976 -86%
LSWM
225
Lorne Steinberg Wealth Management
Canada
$1.24M

JNK Hedge Fund Activity: Q3 2024 in Review

552 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q3 2024, worth a combined $7.71B — down 5% from $8.11B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new JNK positions and 45 closed out — a net gain of 18 holders — while 171 added to existing stakes and 216 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $154M. The largest seller was Goldman Sachs, cutting an estimated $484M.

  • 552 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q3 2024, up from 539 in Q2 2024.
  • Funds reported $7.71B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q3 2024, down 5% quarter-over-quarter.
  • 63 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q3 2024 and 45 closed out, a net change of +18 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $154M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q3 2024 was Goldman Sachs, an estimated $484M sold.

Based on aggregated 13F filings for Q3 2024.