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State Street SPDR Bloomberg High Yield Bond ETF

458 hedge funds and large institutions have $8.49B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2018 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 165 increasing their positions, 168 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $7.97B → $8.49B (+$524M)

0.61% more ownership

Funds ownership: 27.5%28.11% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 3636 (0)

0% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 46

0% less funds holding

Funds holding: 459458 (-1)

2% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 168

96% less call options, than puts

Call options by funds: $3.64M | Put options by funds: $90.3M

Holders
458
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
10.47%
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.82%
New
46
Increased
165
Reduced
168
Closed
46
Calls
$3.64M
Puts
$90.3M
Net Calls
-$86.7M
Net Calls Change
+$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$924M +$268M +2,496,486 +41%
UBS Group
2
UBS Group
Switzerland
$624M +$12.9M +120,298 +2%
Bank of America
3
Bank of America
North Carolina
$600M +$2.04M +19,006 +0.3%
Goldman Sachs
4
Goldman Sachs
New York
$506M +$163M +1,518,128 +48%
BAM
5
BTS Asset Management
Massachusetts
$438M -$38.9M -361,564 -8%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$358M -$54.2M -503,750 -13%
Wells Fargo
7
Wells Fargo
California
$323M +$28.6M +266,245 +10%
AssetMark Inc
8
AssetMark Inc
California
$269M +$22.8M +212,416 +9%
JP Morgan Chase
9
JP Morgan Chase
New York
$221M +$33.6M +312,853 +18%
TAIM
10
TD Ameritrade Investment Management
Nebraska
$208M +$92K +856 +0%
BlackRock
11
BlackRock
New York
$199M +$148M +1,380,141 +299%
NSLI
12
Nan Shan Life Insurance
Taiwan
$181M
USAA
13
United Services Automobile Association
Texas
$174M +$52.9M +492,347 +44%
LPL Financial
14
LPL Financial
California
$147M +$4.9M +45,599 +3%
Ameriprise
15
Ameriprise
Minnesota
$142M +$444K +4,128 +0.5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$142M +$17.7M +164,742 +14%
TC
17
Toews Corporation
New Jersey
$126M +$62.1M +577,400 +98%
MFM
18
MD Financial Management
Ontario, Canada
$108M +$9.28M +86,359 +10%
Morgan Stanley
19
Morgan Stanley
New York
$101M -$45.6M -423,733 -31%
CCMG
20
Clark Capital Management Group
Pennsylvania
$101M +$6.22M +57,886 +7%
SEI Investments
21
SEI Investments
Pennsylvania
$97.5M -$2.67M -24,824 -3%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$95.1M -$3.59M -33,401 -4%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$94.9M -$2.53M -23,535 -3%
Rafferty Asset Management
24
Rafferty Asset Management
New York
$86.1M
PCM
25
Price Capital Management
Louisiana
$73.1M +$72.7M +675,971 New

JNK Hedge Fund Activity: Q3 2018 in Review

458 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q3 2018, worth a combined $8.49B — up 6.6% from $7.97B a quarter earlier.

Fund positioning in JNK was balanced in Q3 2018: 46 funds opened new positions, 46 closed out, 165 added to existing stakes and 168 trimmed.

The largest buyer was State Street, adding an estimated $268M. The largest seller was Personal Capital Advisors, cutting an estimated $154M.

  • 458 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q3 2018, down from 459 in Q2 2018.
  • Funds reported $8.49B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q3 2018, up 6.6% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q3 2018 and 46 closed out, a net change of 0 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q3 2018 was State Street, an estimated $268M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q3 2018 was Personal Capital Advisors, an estimated $154M sold.

Based on aggregated 13F filings for Q3 2018.