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State Street SPDR Bloomberg High Yield Bond ETF

446 hedge funds and large institutions have $9.87B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 206 increasing their positions, 130 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 130

52% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 33

13% more capital invested

Capital invested by funds: $8.74B → $9.87B (+$1.13B)

3% more funds holding

Funds holding: 432446 (+14)

2% more funds holding in top 10

Funds holding in top 10: 4546 (+1)

0.95% more ownership

Funds ownership: 24.98%25.93% (+0.95%)

40% less call options, than puts

Call options by funds: $85.6M | Put options by funds: $144M

Holders
446
Holders Change
+14
Holders Change %
+3.24%
% of All Funds
11.12%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
1.15%
New
50
Increased
206
Reduced
130
Closed
33
Calls
$85.6M
Puts
$144M
Net Calls
-$58.1M
Net Calls Change
-$21.2M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$736M +$32.2M +288,842 +5%
Wells Fargo
2
Wells Fargo
California
$586M +$27M +242,434 +5%
Bank of America
3
Bank of America
North Carolina
$584M +$304M +2,727,776 +110%
UBS Group
4
UBS Group
Switzerland
$543M +$5.19M +46,598 +1%
BlackRock
5
BlackRock
New York
$541M +$307M +2,760,113 +133%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$519M +$4.07M +36,545 +0.8%
BAM
7
BTS Asset Management
Massachusetts
$405M +$43.4M +389,579 +12%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$366M +$42.6M +382,909 +13%
AssetMark Inc
9
AssetMark Inc
California
$302M +$44.8M +402,649 +18%
NSLI
10
Nan Shan Life Insurance
Taiwan
$237M +$91.4M +821,126 +63%
LPL Financial
11
LPL Financial
California
$235M +$21.1M +189,232 +10%
Mitsubishi UFJ Trust & Banking
12
Mitsubishi UFJ Trust & Banking
Japan
$224M +$223M +2,000,000 New
SEI Investments
13
SEI Investments
Pennsylvania
$194M +$62.5M +561,432 +48%
TAIM
14
TD Ameritrade Investment Management
Nebraska
$189M +$3.31M +29,696 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$151M +$11.6M +103,935 +8%
GFPC
16
Global Financial Private Capital
Florida
$150M +$14.7M +131,974 +11%
CCMG
17
Clark Capital Management Group
Pennsylvania
$145M +$18.3M +163,932 +15%
TC
18
Toews Corporation
New Jersey
$139M +$95.8M +860,147 +227%
Ameriprise
19
Ameriprise
Minnesota
$138M +$13.6M +122,374 +11%
RJA
20
Raymond James & Associates
Florida
$133M +$12.7M +114,446 +11%
Morgan Stanley
21
Morgan Stanley
New York
$131M -$25.5M -228,782 -16%
FA
22
FDx Advisors
Illinois
$120M +$7.15M +64,227 +6%
PCA
23
Personal Capital Advisors
California
$111M +$10.5M +94,104 +10%
Rafferty Asset Management
24
Rafferty Asset Management
New York
$110M -$141K -1,266 -0.1%
Goldman Sachs
25
Goldman Sachs
New York
$107M -$126M -1,128,222 -54%

JNK Hedge Fund Activity: Q3 2017 in Review

446 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q3 2017, worth a combined $9.87B — up 13% from $8.74B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new JNK positions and 33 closed out — a net gain of 17 holders — while 206 added to existing stakes and 130 trimmed.

The largest buyer was BlackRock, adding an estimated $307M. The largest seller was JP Morgan Chase, cutting an estimated $259M.

  • 446 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q3 2017, up from 432 in Q2 2017.
  • Funds reported $9.87B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q3 2017, up 13% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q3 2017 and 33 closed out, a net change of +17 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q3 2017 was BlackRock, an estimated $307M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q3 2017 was JP Morgan Chase, an estimated $259M sold.

Based on aggregated 13F filings for Q3 2017.