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State Street SPDR Bloomberg High Yield Bond ETF

514 hedge funds and large institutions have $8.14B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 170 increasing their positions, 178 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 59

16% more capital invested

Capital invested by funds: $7.01B → $8.14B (+$1.13B)

1% more funds holding

Funds holding: 508514 (+6)

4% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 178

9.33% less ownership

Funds ownership: 107.45%98.12% (-9.3%)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

62% less call options, than puts

Call options by funds: $14.3M | Put options by funds: $37.2M

Holders
514
Holders Change
+6
Holders Change %
+1.18%
% of All Funds
8.07%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.31%
New
71
Increased
170
Reduced
178
Closed
59
Calls
$14.3M
Puts
$37.2M
Net Calls
-$22.9M
Net Calls Change
+$30M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$771M -$28.9M -315,251 -4%
CCMG
2
Clark Capital Management Group
Pennsylvania
$728M +$724M +7,905,128 New
BlackRock
3
BlackRock
New York
$501M +$255M +2,785,988 +105%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$438M +$131M +1,428,280 +43%
OPAM
5
Ocean Park Asset Management
California
$403M +$401M +4,379,808 New
Wells Fargo
6
Wells Fargo
California
$379M -$2.2M -24,028 -0.6%
JSTA
7
Japan Science & Technology Agency
Japan
$355M
Goldman Sachs
8
Goldman Sachs
New York
$353M -$69.3M -756,479 -16%
AssetMark Inc
9
AssetMark Inc
California
$321M +$223M +2,440,398 +233%
Mitsubishi UFJ Asset Management
10
Mitsubishi UFJ Asset Management
Japan
$274M -$16.8M -183,864 -6%
Jane Street
11
Jane Street
New York
$265M -$338M -3,688,065 -56%
UCFA
12
United Capital Financial Advisors
Texas
$248M +$11.6M +127,215 +5%
Morgan Stanley
13
Morgan Stanley
New York
$183M -$96.2M -1,050,852 -35%
TC
14
Toews Corporation
New Jersey
$170M +$11.6M +126,900 +7%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$152M -$22.3M -243,151 -13%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$149M -$28.7M -313,509 -16%
State of New Jersey Common Pension Fund D
17
State of New Jersey Common Pension Fund D
New Jersey
$136M
KAM
18
Kensington Asset Management
Texas
$112M +$112M +1,220,000 New
Osaic Holdings
19
Osaic Holdings
Arizona
$82.9M +$66.4M +725,540 +414%
Bank of America
20
Bank of America
North Carolina
$75.3M +$4.78M +52,176 +7%
1832 Asset Management
21
1832 Asset Management
Ontario, Canada
$68.6M +$321K +3,511 +0.5%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$67.4M -$3.33M -36,335 -5%
MD
23
Money Design
Japan
$65.1M +$1.95M +21,277 +0.8%
BAM
24
BTS Asset Management
Massachusetts
$64.9M +$64.5M +704,871 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$60.5M -$31.5M -343,638 -34%

JNK Hedge Fund Activity: Q2 2023 in Review

514 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q2 2023, worth a combined $8.14B — up 16% from $7.01B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new JNK positions and 59 closed out — a net gain of 12 holders — while 170 added to existing stakes and 178 trimmed.

The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $724M. The largest seller was Jane Street, cutting an estimated $338M.

  • 514 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q2 2023, up from 508 in Q1 2023.
  • Funds reported $8.14B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q2 2023, up 16% quarter-over-quarter.
  • 71 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q2 2023 and 59 closed out, a net change of +12 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q2 2023 was Clark Capital Management Group, an estimated $724M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q2 2023 was Jane Street, an estimated $338M sold.

Based on aggregated 13F filings for Q2 2023.