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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
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$472M -$98.9M -3,750,000 -18%
Wells Fargo
2
Wells Fargo
California
$239M +$4.83M +183,023 +2%
AIA
3
Angeles Investment Advisors
California
$171M +$133M +5,036,980 +382%
BlackRock
4
BlackRock
New York
$147M
Ameriprise
5
Ameriprise
Minnesota
$85.9M +$12.7M +482,934 +18%
Bank of America
6
Bank of America
North Carolina
$80M +$11M +418,282 +16%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$75.7M +$13.7M +519,009 +23%
Qube Research & Technologies (QRT)
8
Qube Research & Technologies (QRT)
United Kingdom
$65.6M +$64.2M +2,433,514 New
State of Tennessee, Department of Treasury
9
State of Tennessee, Department of Treasury
Tennessee
$64.5M +$38.8M +1,470,899 +159%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$54M +$754K +28,582 +1%
CCMG
11
Clark Capital Management Group
Pennsylvania
$45.8M +$1.31M +49,829 +3%
AssetMark Inc
12
AssetMark Inc
California
$42.5M -$56.8K -2,152 -0.1%
EWM
13
Empirical Wealth Management
Washington
$39.9M +$2.66M +100,924 +7%
UBS Group
14
UBS Group
Switzerland
$39.2M +$2.5M +94,565 +7%
Morgan Stanley
15
Morgan Stanley
New York
$35.3M -$383K -14,508 -1%
FRBONY
16
Federal Reserve Bank of New York
New York
$32.9M +$32.2M +1,220,506 New
SIC
17
Sigma Investment Counselors
Michigan
$31.7M +$16M +607,375 +107%
SG Americas Securities
18
SG Americas Securities
New York
$31.4M +$30.7M +1,162,637 +29,811%
ACM
19
Advisors Capital Management
New Jersey
$30.2M +$15.2M +574,255 +105%
LPL Financial
20
LPL Financial
California
$28.8M +$4.12M +156,280 +17%
CFIA
21
Cantor Fitzgerald Investment Advisors
New York
$26.2M -$227K -8,596 -0.9%
Deutsche Bank
22
Deutsche Bank
Germany
$25.2M +$14.6M +555,000 +146%
Jane Street
23
Jane Street
New York
$24.7M -$10.8M -408,286 -31%
BMM
24
Berkshire Money Management
Massachusetts
$23.4M +$22.9M +869,503 New
QI
25
QS Investors
New York
$23.1M -$1.5M -56,813 -6%

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.