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State Street SPDR Bloomberg Short Term High Yield Bond ETF

239 hedge funds and large institutions have $1.79B invested in State Street SPDR Bloomberg Short Term High Yield Bond ETF in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 72 increasing their positions, 111 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.94% more ownership

Funds ownership: 69.94%70.89% (+0.94%)

15% less funds holding

Funds holding: 280239 (-41)

24% less capital invested

Capital invested by funds: $2.36B → $1.79B (-$574M)

35% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 111

39% less funds holding in top 10

Funds holding in top 10: 1811 (-7)

61% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 61

72% less call options, than puts

Call options by funds: $226K | Put options by funds: $799K

Holders
239
Holders Change
-41
Holders Change %
-14.64%
% of All Funds
5.27%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.24%
New
24
Increased
72
Reduced
111
Closed
61
Calls
$226K
Puts
$799K
Net Calls
-$573K
Net Calls Change
-$334K
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
226
Liberty Wealth Management
California
$3K -$1.22K -47 -43%
EWM
227
EPG Wealth Management
Georgia
$3K
FCM
228
Firestone Capital Management
Florida
$3K
SWA
229
Sutton Wealth Advisors
Florida
$2.4K
FGAM
230
Financial Gravity Asset Management
Texas
$2.15K -$211K -8,119 -52%
LPWM
231
Lake Point Wealth Management
Texas
$2K
CAAS
232
Capital Asset Advisory Services
Michigan
$1K +$441 +17 +38%
LSA
233
Lion Street Advisors
Texas
$1K +$571 +22 New
BlackRock
234
BlackRock
New York
-$94.3M -3,500,000 Closed
VM
235
Value Monitoring
California
-$32.2M -1,195,992 Closed
BMM
236
Berkshire Money Management
Massachusetts
-$25.8M -959,166 Closed
Qube Research & Technologies (QRT)
237
Qube Research & Technologies (QRT)
United Kingdom
-$18M -668,531 Closed
Renaissance Technologies
238
Renaissance Technologies
New York
-$14.1M -521,697 Closed
Capstone Investment Advisors
239
Capstone Investment Advisors
New York
-$11M -408,207 Closed
IF
240
IRON Financial
Illinois
-$9.99M -370,868 Closed
LA
241
LVW Advisors
New York
-$6.94M -257,495 Closed
CCM
242
Crabel Capital Management
California
-$6.71M -249,100 Closed
BCI
243
Brinker Capital Investments
Pennsylvania
-$5.85M -216,984 Closed
N
244
Nuveen
North Carolina
-$4.98M -185,000 Closed
HAC
245
Harbor Advisory Corp
New Hampshire
-$3.63M -134,925 Closed
CCP
246
Cardan Capital Partners
Colorado
-$3.59M -133,229 Closed
IUHSA
247
Itau Unibanco Holding S.A.
Brazil
-$2.5M -92,693 Closed
RIA
248
Regal Investment Advisors
Michigan
-$2.29M -84,881 Closed
Kovitz Investment Group Partners
249
Kovitz Investment Group Partners
Illinois
-$1.29M -48,067 Closed
VWM
250
Vigilare Wealth Management
Arizona
-$1.27M -47,451 Closed

SJNK Hedge Fund Activity: Q1 2020 in Review

239 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) for Q1 2020, worth a combined $1.79B — down 24% from $2.36B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of SJNK and 24 opened new positions — a net loss of 37 holders — while 111 trimmed existing stakes and 72 added.

The largest buyer was AE Wealth Management, adding an estimated $36.2M. The largest seller was BlackRock, exiting entirely with an estimated $94.3M sold.

  • 239 institutional investors held State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) as of Q1 2020, down from 280 in Q4 2019.
  • Funds reported $1.79B of State Street SPDR Bloomberg Short Term High Yield Bond ETF stock for Q1 2020, down 24% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Bloomberg Short Term High Yield Bond ETF positions in Q1 2020 and 61 closed out, a net change of -37 holders.
  • The largest State Street SPDR Bloomberg Short Term High Yield Bond ETF buyer in Q1 2020 was AE Wealth Management, an estimated $36.2M added.
  • The largest State Street SPDR Bloomberg Short Term High Yield Bond ETF seller in Q1 2020 was BlackRock, an estimated $94.3M sold.

Based on aggregated 13F filings for Q1 2020.