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State Street SPDR Bloomberg High Yield Bond ETF

518 hedge funds and large institutions have $10.7B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2020 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 200 increasing their positions, 154 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 44

39% more funds holding in top 10

Funds holding in top 10: 2839 (+11)

30% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 154

8% more funds holding

Funds holding: 478518 (+40)

4% more capital invested

Capital invested by funds: $10.4B → $10.7B (+$370M)

1.43% less ownership

Funds ownership: 86.99%85.56% (-1.4%)

93% less call options, than puts

Call options by funds: $17.5M | Put options by funds: $245M

Holders
518
Holders Change
+40
Holders Change %
+8.37%
% of All Funds
9.17%
Holding in Top 10
39
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+39.29%
% of All Funds
0.69%
New
92
Increased
200
Reduced
154
Closed
44
Calls
$17.5M
Puts
$245M
Net Calls
-$228M
Net Calls Change
-$109M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.55B +$18.8M +176,198 +1%
State Street
2
State Street
Massachusetts
$962M -$332M -3,118,491 -26%
Wells Fargo
3
Wells Fargo
California
$692M -$167M -1,561,934 -20%
FRBONY
4
Federal Reserve Bank of New York
New York
$576M +$563M +5,285,048 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$295M -$102M -955,405 -26%
AssetMark Inc
6
AssetMark Inc
California
$294M -$14.2M -133,229 -5%
Jane Street
7
Jane Street
New York
$280M -$164M -1,537,355 -37%
Goldman Sachs
8
Goldman Sachs
New York
$272M -$185M -1,738,643 -41%
Franklin Resources
9
Franklin Resources
California
$252M +$81.6M +765,004 +50%
ACI
10
AMP Capital Investors
Australia
$249M +$81.5M +764,504 +50%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$244M +$51.8M +485,484 +28%
Morgan Stanley
12
Morgan Stanley
New York
$221M +$120M +1,123,893 +124%
EVM
13
Eaton Vance Management
Massachusetts
$194M -$46.8M -439,088 -20%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$183M +$38.4M +360,270 +27%
HSBC Holdings
15
HSBC Holdings
United Kingdom
$167M -$8.04M -75,442 -5%
AC
16
Allstate Corporation
Illinois
$166M -$103M -962,461 -39%
Prudential Financial
17
Prudential Financial
New Jersey
$159M +$4.13M +38,772 +3%
CCMG
18
Clark Capital Management Group
Pennsylvania
$159M +$4.57M +42,870 +3%
NSLI
19
Nan Shan Life Insurance
Taiwan
$140M
TC
20
Toews Corporation
New Jersey
$131M +$128M +1,198,600 New
JP Morgan Chase
21
JP Morgan Chase
New York
$122M -$144M -1,350,498 -55%
BAM
22
BTS Asset Management
Massachusetts
$119M +$117M +1,095,128 New
Ameriprise
23
Ameriprise
Minnesota
$117M +$60.5M +567,923 +113%
State of New Jersey Common Pension Fund D
24
State of New Jersey Common Pension Fund D
New Jersey
$112M +$91.4M +857,000 +490%
Bank of America
25
Bank of America
North Carolina
$108M -$206M -1,935,980 -66%

JNK Hedge Fund Activity: Q4 2020 in Review

518 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q4 2020, worth a combined $10.7B — up 3.6% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new JNK positions and 44 closed out — a net gain of 48 holders — while 200 added to existing stakes and 154 trimmed.

The largest buyer was Toews Corporation, opening a new position worth an estimated $128M. The largest seller was State Street, cutting an estimated $332M.

  • 518 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q4 2020, up from 478 in Q3 2020.
  • Funds reported $10.7B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q4 2020, up 3.6% quarter-over-quarter.
  • 92 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q4 2020 and 44 closed out, a net change of +48 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q4 2020 was Toews Corporation, an estimated $128M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q4 2020 was State Street, an estimated $332M sold.

Based on aggregated 13F filings for Q4 2020.