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State Street SPDR Bloomberg High Yield Bond ETF

468 hedge funds and large institutions have $8.98B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2019 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 164 increasing their positions, 155 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 46

7% more capital invested

Capital invested by funds: $8.39B → $8.98B (+$592M)

5% more funds holding

Funds holding: 446468 (+22)

3% more funds holding in top 10

Funds holding in top 10: 3536 (+1)

6% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 155

1.58% less ownership

Funds ownership: 90.51%88.94% (-1.6%)

88% less call options, than puts

Call options by funds: $28M | Put options by funds: $234M

Holders
468
Holders Change
+22
Holders Change %
+4.93%
% of All Funds
10.26%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.79%
New
70
Increased
164
Reduced
155
Closed
46
Calls
$28M
Puts
$234M
Net Calls
-$206M
Net Calls Change
+$883M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$1.07B -$114M -1,052,935 -10%
Wells Fargo
2
Wells Fargo
California
$706M +$369M +3,399,837 +110%
Goldman Sachs
3
Goldman Sachs
New York
$485M +$195M +1,798,100 +67%
Bank of America
4
Bank of America
North Carolina
$444M +$134M +1,235,456 +43%
Citigroup
5
Citigroup
New York
$361M +$91.9M +847,443 +34%
BAM
6
BTS Asset Management
Massachusetts
$360M +$361M +3,329,849 New
AssetMark Inc
7
AssetMark Inc
California
$308M +$126M +1,158,948 +69%
SEI Investments
8
SEI Investments
Pennsylvania
$275M +$91.4M +843,018 +50%
AC
9
Allstate Corporation
Illinois
$266M +$59.6M +550,000 +29%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$255M +$9.04M +83,405 +4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$233M +$137M +1,265,493 +144%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$223M +$39.8M +366,953 +22%
Franklin Resources
13
Franklin Resources
California
$211M +$4.24M +39,094 +2%
ACI
14
AMP Capital Investors
Australia
$206M
TAIM
15
TD Ameritrade Investment Management
Nebraska
$195M -$12.3M -113,866 -6%
BlackRock
16
BlackRock
New York
$192M +$56.2M +518,440 +41%
Morgan Stanley
17
Morgan Stanley
New York
$157M +$93.3M +860,469 +147%
NSLI
18
Nan Shan Life Insurance
Taiwan
$140M +$4.98M +45,913 +4%
HSBC Holdings
19
HSBC Holdings
United Kingdom
$125M -$76.8M -708,308 -38%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$109M +$52.6M +484,997 +93%
JP Morgan Chase
21
JP Morgan Chase
New York
$104M -$355M -3,278,285 -77%
TC
22
Toews Corporation
New Jersey
$99.1M -$175M -1,610,400 -64%
CCMG
23
Clark Capital Management Group
Pennsylvania
$98.9M +$95.8M +883,470 +3,348%
Man Group
24
Man Group
United Kingdom
$94.3M +$23.8M +219,733 +34%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$91.2M +$56.4M +520,139 +163%

JNK Hedge Fund Activity: Q3 2019 in Review

468 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q3 2019, worth a combined $8.98B — up 7.1% from $8.39B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new JNK positions and 46 closed out — a net gain of 24 holders — while 164 added to existing stakes and 155 trimmed.

The largest buyer was Wells Fargo, adding an estimated $369M. The largest seller was JP Morgan Chase, cutting an estimated $355M.

  • 468 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q3 2019, up from 446 in Q2 2019.
  • Funds reported $8.98B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q3 2019, up 7.1% quarter-over-quarter.
  • 70 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q3 2019 and 46 closed out, a net change of +24 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q3 2019 was Wells Fargo, an estimated $369M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q3 2019 was JP Morgan Chase, an estimated $355M sold.

Based on aggregated 13F filings for Q3 2019.