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State Street SPDR Bloomberg Short Term High Yield Bond ETF

288 hedge funds and large institutions have $2.46B invested in State Street SPDR Bloomberg Short Term High Yield Bond ETF in 2020 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 86 increasing their positions, 92 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 28

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

14% more funds holding

Funds holding: 253288 (+35)

11% more capital invested

Capital invested by funds: $2.22B → $2.46B (+$244M)

0.8% less ownership

Funds ownership: 67.57%66.77% (-0.8%)

7% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 92

Holders
288
Holders Change
+35
Holders Change %
+13.83%
% of All Funds
5.1%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.25%
New
67
Increased
86
Reduced
92
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TNBTD
51
Trustmark National Bank Trust Department
Mississippi
$5.42M +$360K +13,644 +7%
FCIM
52
Fairview Capital Investment Management
California
$5.37M +$44.9K +1,700 +0.9%
ATPW
53
Ashton Thomas Private Wealth
Arizona
$5.26M +$1.06M +40,154 +26%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$5.25M +$296K +11,215 +6%
WWM
55
WT Wealth Management
Arizona
$4.91M +$1.35M +51,310 +39%
AIM
56
Arcadia Investment Management
Michigan
$4.88M -$430K -16,300 -8%
SPIA
57
Steward Partners Investment Advisory
New York
$4.82M -$18K -681 -0.4%
AW
58
ACG Wealth
Georgia
$4.81M -$1.7M -64,580 -27%
CBB
59
Citizens Business Bank
California
$4.77M +$4.67M +177,000 New
Creative Planning
60
Creative Planning
Kansas
$4.72M +$414K +15,703 +10%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$4.49M -$872K -33,038 -17%
American Century Companies
62
American Century Companies
Missouri
$4.11M +$4.02M +152,528 New
SB
63
Simmons Bank
Arkansas
$4.11M -$206K -7,800 -5%
GWAM
64
Guardian Wealth Advisors (Minnesota)
Minnesota
$4.11M +$4.02M +152,350 New
SP
65
Symmetry Partners
Connecticut
$4.03M +$366K +13,857 +10%
EF
66
Empowered Funds
Pennsylvania
$3.74M +$3.66M +138,845 New
OAM
67
Oppenheimer Asset Management
New York
$3.47M +$133K +5,048 +4%
JP Morgan Chase
68
JP Morgan Chase
New York
$3.44M -$476K -18,023 -12%
CT
69
Caldwell Trust
Florida
$3.22M -$74.9K -2,837 -2%
RIA
70
Regal Investment Advisors
Michigan
$3.17M +$3.11M +117,785 New
TA
71
TrueWealth Advisors
Alabama
$3.14M +$3.08M +116,823 New
SFG
72
StrategIQ Financial Group
Indiana
$3.05M +$545K +20,664 +22%
DI
73
Disciplined Investments
Oklahoma
$3.05M +$499K +18,919 +20%
HH
74
Hilltop Holdings
Texas
$2.84M +$15.1K +572 +0.5%
LIM
75
Longfellow Investment Management
Massachusetts
$2.78M

SJNK Hedge Fund Activity: Q4 2020 in Review

288 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) for Q4 2020, worth a combined $2.46B — up 11% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SJNK positions and 28 closed out — a net gain of 39 holders — while 86 added to existing stakes and 92 trimmed.

The largest buyer was Angeles Investment Advisors, adding an estimated $133M. The largest seller was Royal Bank of Canada, cutting an estimated $112M.

  • 288 institutional investors held State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) as of Q4 2020, up from 253 in Q3 2020.
  • Funds reported $2.46B of State Street SPDR Bloomberg Short Term High Yield Bond ETF stock for Q4 2020, up 11% quarter-over-quarter.
  • 67 funds opened new State Street SPDR Bloomberg Short Term High Yield Bond ETF positions in Q4 2020 and 28 closed out, a net change of +39 holders.
  • The largest State Street SPDR Bloomberg Short Term High Yield Bond ETF buyer in Q4 2020 was Angeles Investment Advisors, an estimated $133M added.
  • The largest State Street SPDR Bloomberg Short Term High Yield Bond ETF seller in Q4 2020 was Royal Bank of Canada, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2020.