We are live on ! Find out more
HYMB icon

State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

68 hedge funds and large institutions have $217M invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2015 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

53% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 17

29% more capital invested

Capital invested by funds: $168M → $217M (+$48.5M)

11% more funds holding

Funds holding: 6168 (+7)

11.16% more ownership

Funds ownership: 94.45%105.61% (+11%)

Holders
68
Holders Change
+7
Holders Change %
+11.48%
% of All Funds
1.78%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
15
Increased
26
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
26
Sage Financial Group
Pennsylvania
$745K -$88.5K -3,126 -11%
KL
27
KWMG LLC
Kansas
$601K +$342K +12,094 +135%
SB
28
Suntrust Banks
Georgia
$551K +$547K +19,332 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$518K +$31.7K +1,120 +7%
First Trust Advisors
30
First Trust Advisors
Illinois
$509K -$97.3K -3,438 -16%
FF
31
Friedenthal Financial
New Jersey
$446K -$11.9K -422 -3%
AWM
32
Arbor Wealth Management
Florida
$436K +$432K +15,250 New
SS
33
Simplicity Solutions
Minnesota
$415K +$412K +14,562 New
NPC
34
National Planning Corporation
California
$402K +$71.5K +2,524 +22%
OC
35
Oarsman Capital
Wisconsin
$385K +$7.3K +258 +2%
BTS
36
BB&T Securities
Virginia
$360K +$77.7K +2,746 +28%
RIA
37
Regal Investment Advisors
Michigan
$360K +$116K +4,114 +48%
Wells Fargo
38
Wells Fargo
California
$310K -$11.3K -400 -4%
AL
39
Aspiriant LLC
California
$305K
SSWM
40
Sheets Smith Wealth Management
North Carolina
$305K +$680 +24 +0.2%
M&T Bank
41
M&T Bank
New York
$298K +$23.2K +818 +8%
FAAS
42
First Allied Advisory Services
California
$284K +$47.4K +1,674 +20%
WS
43
Wedbush Securities
California
$270K +$268K +9,460 New
CS
44
Credit Suisse
Switzerland
$259K -$29.2K -1,032 -10%
LNC
45
Lincoln National Corp
Pennsylvania
$224K
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$220K -$34.6K -1,222 -14%
PAM
47
Peak Asset Management
Colorado
$212K -$10.2K -360 -5%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$211K -$9K -318 -4%
MFS
49
MSI Financial Services
Massachusetts
$211K +$146K +5,166 +233%
PAG
50
Private Advisor Group
New Jersey
$202K +$200K +7,080 New

HYMB Hedge Fund Activity: Q4 2015 in Review

68 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q4 2015, worth a combined $217M — up 29% from $168M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HYMB positions and 3 closed out — a net gain of 12 holders — while 26 added to existing stakes and 17 trimmed.

The largest buyer was Hanlon Investment Management, opening a new position worth an estimated $41.2M. The largest seller was Aviance Capital Management, cutting an estimated $6.31M.

  • 68 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q4 2015, up from 61 in Q3 2015.
  • Funds reported $217M of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q4 2015, up 29% quarter-over-quarter.
  • 15 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q4 2015 and 3 closed out, a net change of +12 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q4 2015 was Hanlon Investment Management, an estimated $41.2M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q4 2015 was Aviance Capital Management, an estimated $6.31M sold.

Based on aggregated 13F filings for Q4 2015.