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State Street SPDR Bloomberg High Yield Bond ETF

459 hedge funds and large institutions have $7.97B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2018 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 142 increasing their positions, 194 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 2836 (+8)

0% more capital invested

Capital invested by funds: $7.95B → $7.97B (+$13.3M)

3% less funds holding

Funds holding: 471459 (-12)

2.67% less ownership

Funds ownership: 30.17%27.5% (-2.7%)

16% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 55

27% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 194

82% less call options, than puts

Call options by funds: $23.4M | Put options by funds: $130M

Holders
459
Holders Change
-12
Holders Change %
-2.55%
% of All Funds
10.51%
Holding in Top 10
36
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+28.57%
% of All Funds
0.82%
New
46
Increased
142
Reduced
194
Closed
55
Calls
$23.4M
Puts
$130M
Net Calls
-$106M
Net Calls Change
+$3.48M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$644M -$9.5M -88,456 -1%
UBS Group
2
UBS Group
Switzerland
$601M +$60.6M +564,265 +11%
Bank of America
3
Bank of America
North Carolina
$589M +$27.2M +253,191 +5%
BAM
4
BTS Asset Management
Massachusetts
$471M +$474M +4,414,877 New
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$406M -$35.9M -334,195 -8%
Goldman Sachs
6
Goldman Sachs
New York
$336M -$106M -985,326 -24%
Wells Fargo
7
Wells Fargo
California
$290M -$152M -1,413,996 -34%
AssetMark Inc
8
AssetMark Inc
California
$243M +$7.94M +73,949 +3%
TAIM
9
TD Ameritrade Investment Management
Nebraska
$205M +$7.31M +68,095 +4%
JP Morgan Chase
10
JP Morgan Chase
New York
$185M +$176M +1,634,181 +1,622%
NSLI
11
Nan Shan Life Insurance
Taiwan
$178M -$23.3M -216,982 -12%
Jane Street
12
Jane Street
New York
$156M +$3.84M +35,772 +2%
PCA
13
Personal Capital Advisors
California
$155M +$16.1M +149,682 +11%
Morgan Stanley
14
Morgan Stanley
New York
$145M -$142K -1,319 -0.1%
LPL Financial
15
LPL Financial
California
$140M -$136M -1,267,186 -49%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$122M -$117M -1,090,341 -49%
Mitsubishi UFJ Trust & Banking
17
Mitsubishi UFJ Trust & Banking
Japan
$121M +$57.3M +533,333 +89%
USAA
18
United Services Automobile Association
Texas
$119M +$52.7M +490,713 +78%
Mackenzie Financial
19
Mackenzie Financial
Ontario, Canada
$105M +$25.1M +233,811 +31%
SEI Investments
20
SEI Investments
Pennsylvania
$98.3M -$2.25M -20,982 -2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$97.2M +$2.53M +23,578 +3%
MFM
22
MD Financial Management
Ontario, Canada
$96.6M +$19.7M +182,982 +25%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$95.9M -$79.5M -740,424 -45%
CCMG
24
Clark Capital Management Group
Pennsylvania
$92.8M +$7.91M +73,673 +9%
Ameriprise
25
Ameriprise
Minnesota
$86.9M +$6.65M +61,947 +8%

JNK Hedge Fund Activity: Q2 2018 in Review

459 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q2 2018, worth a combined $7.97B — up 0.17% from $7.95B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of JNK and 46 opened new positions — a net loss of 9 holders — while 194 trimmed existing stakes and 142 added.

The largest buyer was JP Morgan Chase, adding an estimated $176M. The largest seller was Wells Fargo, cutting an estimated $152M.

  • 459 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q2 2018, down from 471 in Q1 2018.
  • Funds reported $7.97B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q2 2018, up 0.17% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q2 2018 and 55 closed out, a net change of -9 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q2 2018 was JP Morgan Chase, an estimated $176M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q2 2018 was Wells Fargo, an estimated $152M sold.

Based on aggregated 13F filings for Q2 2018.