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State Street SPDR Bloomberg High Yield Bond ETF

519 hedge funds and large institutions have $9.46B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2019 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 190 increasing their positions, 137 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 55

39% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 137

22% more funds holding in top 10

Funds holding in top 10: 3644 (+8)

11% more funds holding

Funds holding: 468519 (+51)

5% more capital invested

Capital invested by funds: $8.98B → $9.46B (+$474M)

1.12% more ownership

Funds ownership: 88.94%90.06% (+1.1%)

90% less call options, than puts

Call options by funds: $15.4M | Put options by funds: $150M

Holders
519
Holders Change
+51
Holders Change %
+10.9%
% of All Funds
10.23%
Holding in Top 10
44
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+22.22%
% of All Funds
0.87%
New
112
Increased
190
Reduced
137
Closed
55
Calls
$15.4M
Puts
$150M
Net Calls
-$135M
Net Calls Change
+$71.8M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$1.07B -$8.04M -74,179 -0.8%
Wells Fargo
2
Wells Fargo
California
$594M -$116M -1,070,316 -16%
Goldman Sachs
3
Goldman Sachs
New York
$444M -$44.6M -411,132 -9%
Citigroup
4
Citigroup
New York
$353M -$11.1M -102,495 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$351M +$347M +3,200,000 New
Bank of America
6
Bank of America
North Carolina
$326M -$119M -1,098,417 -27%
AssetMark Inc
7
AssetMark Inc
California
$315M +$4.22M +38,875 +1%
SEI Investments
8
SEI Investments
Pennsylvania
$305M +$28.3M +260,554 +10%
BAM
9
BTS Asset Management
Massachusetts
$286M +$719M +6,629,684 +199%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$280M +$54.9M +506,021 +25%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$219M -$16.1M -148,529 -7%
Franklin Resources
12
Franklin Resources
California
$216M +$3.26M +30,049 +2%
ACI
13
AMP Capital Investors
Australia
$207M
TAIM
14
TD Ameritrade Investment Management
Nebraska
$200M +$3.56M +32,879 +2%
BlackRock
15
BlackRock
New York
$194M +$433K +3,994 +0.2%
AC
16
Allstate Corporation
Illinois
$172M -$95.3M -879,000 -36%
Ameriprise
17
Ameriprise
Minnesota
$151M +$67M +618,105 +82%
TC
18
Toews Corporation
New Jersey
$148M +$47.7M +439,800 +48%
NSLI
19
Nan Shan Life Insurance
Taiwan
$141M
HSBC Holdings
20
HSBC Holdings
United Kingdom
$124M -$2.45M -22,632 -2%
Principal Financial Group
21
Principal Financial Group
Iowa
$117M +$114M +1,047,000 +5,817%
Bank of Nova Scotia
22
Bank of Nova Scotia
Ontario, Canada
$110M +$108M +1,000,000 New
Citadel Advisors
23
Citadel Advisors
Florida
$106M +$62.6M +577,340 +147%
CCMG
24
Clark Capital Management Group
Pennsylvania
$104M +$4.44M +40,920 +4%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$90.9M -$942K -8,689 -1%

JNK Hedge Fund Activity: Q4 2019 in Review

519 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q4 2019, worth a combined $9.46B — up 5.3% from $8.98B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new JNK positions and 55 closed out — a net gain of 57 holders — while 190 added to existing stakes and 137 trimmed.

The largest buyer was BTS Asset Management, adding an estimated $719M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $212M.

  • 519 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q4 2019, up from 468 in Q3 2019.
  • Funds reported $9.46B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q4 2019, up 5.3% quarter-over-quarter.
  • 112 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q4 2019 and 55 closed out, a net change of +57 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q4 2019 was BTS Asset Management, an estimated $719M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q4 2019 was Manulife (Manufacturers Life Insurance), an estimated $212M sold.

Based on aggregated 13F filings for Q4 2019.