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State Street SPDR Bloomberg High Yield Bond ETF

478 hedge funds and large institutions have $10.4B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 190 increasing their positions, 149 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 149

25% more capital invested

Capital invested by funds: $8.26B → $10.4B (+$2.09B)

16.19% more ownership

Funds ownership: 70.8%86.99% (+16%)

5% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 58

0% more funds holding

Funds holding: 478478 (0)

3% less funds holding in top 10

Funds holding in top 10: 2928 (-1)

88% less call options, than puts

Call options by funds: $16.9M | Put options by funds: $136M

Holders
478
Holders Change
Holders Change %
0%
% of All Funds
9.64%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.56%
New
61
Increased
190
Reduced
149
Closed
58
Calls
$16.9M
Puts
$136M
Net Calls
-$119M
Net Calls Change
+$6.18M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.47B +$1.25B +11,928,125 +554%
State Street
2
State Street
Massachusetts
$1.25B +$297M +2,840,073 +31%
Wells Fargo
3
Wells Fargo
California
$825M +$120M +1,148,220 +17%
Goldman Sachs
4
Goldman Sachs
New York
$441M -$64.7M -618,541 -13%
Jane Street
5
Jane Street
New York
$428M +$413M +3,949,857 +2,549%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$382M -$66.1M -632,803 -15%
Bank of America
7
Bank of America
North Carolina
$305M -$187M -1,791,966 -38%
AssetMark Inc
8
AssetMark Inc
California
$295M +$165M +1,575,839 +125%
AC
9
Allstate Corporation
Illinois
$260M +$62.7M +600,000 +32%
JP Morgan Chase
10
JP Morgan Chase
New York
$256M +$98.7M +944,529 +62%
EVM
11
Eaton Vance Management
Massachusetts
$231M -$645K -6,175 -0.3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$183M +$94.4M +902,791 +106%
HSBC Holdings
13
HSBC Holdings
United Kingdom
$168M +$37.3M +357,129 +28%
Franklin Resources
14
Franklin Resources
California
$161M -$14.3M -137,099 -8%
ACI
15
AMP Capital Investors
Australia
$158M -$14.4M -137,582 -8%
Prudential Financial
16
Prudential Financial
New Jersey
$149M -$199M -1,900,935 -57%
CCMG
17
Clark Capital Management Group
Pennsylvania
$148M +$147M +1,410,692 +19,346%
Citigroup
18
Citigroup
New York
$140M +$9.14M +87,432 +7%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$138M +$50.5M +483,106 +58%
NSLI
20
Nan Shan Life Insurance
Taiwan
$134M
Bank of Nova Scotia
21
Bank of Nova Scotia
Ontario, Canada
$120M +$41.8M +400,000 +53%
NMIMC
22
Northwestern Mutual Investment Management Company
Wisconsin
$112M
NA
23
NextCapital Advisers
Illinois
$107M +$16.1M +154,003 +17%
Morgan Stanley
24
Morgan Stanley
New York
$94.3M -$9.1M -87,064 -9%
UBS Group
25
UBS Group
Switzerland
$80.9M +$8.06M +77,077 +11%

JNK Hedge Fund Activity: Q3 2020 in Review

478 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q3 2020, worth a combined $10.4B — up 25% from $8.26B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new JNK positions and 58 closed out — a net gain of 3 holders — while 190 added to existing stakes and 149 trimmed.

The largest buyer was BlackRock, adding an estimated $1.25B. The largest seller was SEI Investments, exiting entirely with an estimated $276M sold.

  • 478 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $10.4B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q3 2020, up 25% quarter-over-quarter.
  • 61 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q3 2020 and 58 closed out, a net change of +3 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q3 2020 was BlackRock, an estimated $1.25B added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q3 2020 was SEI Investments, an estimated $276M sold.

Based on aggregated 13F filings for Q3 2020.