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State Street SPDR Bloomberg High Yield Bond ETF

536 hedge funds and large institutions have $10.7B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2022 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 166 increasing their positions, 151 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 67

77% more capital invested

Capital invested by funds: $6.05B → $10.7B (+$4.67B)

42% more funds holding in top 10

Funds holding in top 10: 1927 (+8)

15% more funds holding

Funds holding: 466536 (+70)

10% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 151

27.34% less ownership

Funds ownership: 129.27%101.93% (-27%)

87% less call options, than puts

Call options by funds: $19.8M | Put options by funds: $157M

Holders
536
Holders Change
+70
Holders Change %
+15.02%
% of All Funds
8.62%
Holding in Top 10
27
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+42.11%
% of All Funds
0.43%
New
143
Increased
166
Reduced
151
Closed
67
Calls
$19.8M
Puts
$157M
Net Calls
-$137M
Net Calls Change
-$99.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$1.48B +$989K +10,950 +198%
Jane Street
2
Jane Street
New York
$995M -$233M -2,575,044 -19%
CCMG
3
Clark Capital Management Group
Pennsylvania
$973M +$976M +10,806,661 New
State Street
4
State Street
Massachusetts
$673M +$27.1M +299,486 +4%
Goldman Sachs
5
Goldman Sachs
New York
$504M +$85M +940,664 +20%
OPAM
6
Ocean Park Asset Management
California
$501M +$503M +5,562,700 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$395M +$148M +1,642,368 +60%
Wells Fargo
8
Wells Fargo
California
$366M -$16.7M -184,519 -4%
State of New Jersey Common Pension Fund D
9
State of New Jersey Common Pension Fund D
New Jersey
$327M -$16M -177,000 -5%
BlackRock
10
BlackRock
New York
$324M +$97.7M +1,081,863 +43%
AssetMark Inc
11
AssetMark Inc
California
$317M +$220M +2,439,050 +226%
Mitsubishi UFJ Asset Management
12
Mitsubishi UFJ Asset Management
Japan
$257M +$21M +232,319 +9%
EIM
13
Elliott Investment Management
Florida
$230M +$231M +2,560,000 New
UCFA
14
United Capital Financial Advisors
Texas
$223M +$14.5M +160,063 +7%
Bank of America
15
Bank of America
North Carolina
$207M +$86.2M +953,773 +71%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$206M +$77.4M +856,627 +60%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$171M +$21.1M +233,475 +14%
CM
18
Cercano Management
Washington
$166M +$167M +1,848,940 New
Morgan Stanley
19
Morgan Stanley
New York
$108M +$17.1M +189,553 +19%
HSBC Holdings
20
HSBC Holdings
United Kingdom
$104M +$51.8M +573,847 +98%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$96.2M +$26.5M +292,878 +38%
Osaic Holdings
22
Osaic Holdings
Arizona
$77.1M +$64.3M +711,440 +489%
JP Morgan Chase
23
JP Morgan Chase
New York
$71.4M +$55.6M +615,346 +346%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$69.6M +$5.56M +61,587 +9%
LPL Financial
25
LPL Financial
California
$67M +$4.39M +48,595 +7%

JNK Hedge Fund Activity: Q4 2022 in Review

536 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q4 2022, worth a combined $10.7B — up 77% from $6.05B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new JNK positions and 67 closed out — a net gain of 76 holders — while 166 added to existing stakes and 151 trimmed.

The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $976M. The largest seller was Jane Street, cutting an estimated $233M.

  • 536 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q4 2022, up from 466 in Q3 2022.
  • Funds reported $10.7B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q4 2022, up 77% quarter-over-quarter.
  • 143 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q4 2022 and 67 closed out, a net change of +76 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q4 2022 was Clark Capital Management Group, an estimated $976M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q4 2022 was Jane Street, an estimated $233M sold.

Based on aggregated 13F filings for Q4 2022.