State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
190 hedge funds and large institutions have $2.28B invested in State Street SPDR Bloomberg Short Term High Yield Bond ETF in 2014 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 80 increasing their positions, 64 reducing their positions, and 15 closing their positions.
67% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 15
25% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 64
4% more funds holding
Funds holding: 182 → 190 (+8)
0.45% more ownership
Funds ownership: 57.65% → 58.1% (+0.45%)
9% less capital invested
Capital invested by funds: $2.51B → $2.28B (-$232M)
27% less funds holding in top 10
Funds holding in top 10: 30 → 22 (-8)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.14M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$19.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$18.5M |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$18.1M |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$16.7M |
| 5 |
Citigroup
New York
|
+$16.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$163M |
| 2 |
WCM
Weatherstone Capital Management
Denver,
Colorado
|
-$27.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$24.9M |
| 4 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
-$20.5M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$18.6M |
SJNK Hedge Fund Activity: Q3 2014 in Review
190 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) for Q3 2014, worth a combined $2.28B — down 9.2% from $2.51B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new SJNK positions and 15 closed out — a net gain of 10 holders — while 80 added to existing stakes and 64 trimmed.
The largest buyer was Creative Planning, adding an estimated $19.1M. The largest seller was Aviance Capital Management, cutting an estimated $163M.
- 190 institutional investors held State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) as of Q3 2014, up from 182 in Q2 2014.
- Funds reported $2.28B of State Street SPDR Bloomberg Short Term High Yield Bond ETF stock for Q3 2014, down 9.2% quarter-over-quarter.
- 25 funds opened new State Street SPDR Bloomberg Short Term High Yield Bond ETF positions in Q3 2014 and 15 closed out, a net change of +10 holders.
- The largest State Street SPDR Bloomberg Short Term High Yield Bond ETF buyer in Q3 2014 was Creative Planning, an estimated $19.1M added.
- The largest State Street SPDR Bloomberg Short Term High Yield Bond ETF seller in Q3 2014 was Aviance Capital Management, an estimated $163M sold.
Based on aggregated 13F filings for Q3 2014.