We are live on ! Find out more
HYMB icon

State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

74 hedge funds and large institutions have $229M invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 22

9% more funds holding

Funds holding: 6874 (+6)

6% more capital invested

Capital invested by funds: $217M → $229M (+$12.5M)

0.95% less ownership

Funds ownership: 105.61%104.66% (-0.95%)

Holders
74
Holders Change
+6
Holders Change %
+8.82%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
16
Increased
25
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AL
26
Aspiriant LLC
California
$700K +$388K +13,570 +127%
SFG
27
Sage Financial Group
Pennsylvania
$690K -$62.6K -2,192 -8%
KL
28
KWMG LLC
Kansas
$644K +$35.7K +1,250 +6%
NPC
29
National Planning Corporation
California
$620K +$206K +7,216 +51%
First Trust Advisors
30
First Trust Advisors
Illinois
$491K -$23.9K -836 -5%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$490K -$33.9K -1,186 -7%
AIS
32
Accurate Investment Solutions
Pennsylvania
$459K +$455K +15,926 New
FF
33
Friedenthal Financial
New Jersey
$446K
AWM
34
Arbor Wealth Management
Florida
$444K
WS
35
Wedbush Securities
California
$410K +$136K +4,750 +50%
CIBC World Market
36
CIBC World Market
Ontario, Canada
$388K +$385K +13,460 New
OC
37
Oarsman Capital
Wisconsin
$381K -$8.51K -298 -2%
PAG
38
Private Advisor Group
New Jersey
$379K +$173K +6,066 +86%
RIA
39
Regal Investment Advisors
Michigan
$365K +$686 +24 +0.2%
FA
40
FDx Advisors
Illinois
$335K +$332K +11,612 New
AI
41
Atria Investments
North Carolina
$332K +$328K +11,496 New
TFO
42
Tarbox Family Office
California
$330K +$327K +11,444 New
TC
43
Trust Company
Kansas
$328K +$290K +10,140 +828%
Wells Fargo
44
Wells Fargo
California
$319K +$5.88K +206 +2%
SSWM
45
Sheets Smith Wealth Management
North Carolina
$309K +$629 +22 +0.2%
BTS
46
BB&T Securities
Virginia
$297K -$66.9K -2,342 -19%
M&T Bank
47
M&T Bank
New York
$295K -$5.94K -208 -2%
PAM
48
Peak Asset Management
Colorado
$280K +$65.6K +2,296 +31%
Goldman Sachs
49
Goldman Sachs
New York
$262K -$500K -17,490 -66%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$252K +$249K +8,730 New

HYMB Hedge Fund Activity: Q1 2016 in Review

74 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q1 2016, worth a combined $229M — up 5.8% from $217M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HYMB positions and 10 closed out — a net gain of 6 holders — while 25 added to existing stakes and 22 trimmed.

The largest buyer was Piershale Financial Group, adding an estimated $29.1M. The largest seller was Hanlon Investment Management, exiting entirely with an estimated $41.5M sold.

  • 74 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q1 2016, up from 68 in Q4 2015.
  • Funds reported $229M of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q1 2016, up 5.8% quarter-over-quarter.
  • 16 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q1 2016 and 10 closed out, a net change of +6 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q1 2016 was Piershale Financial Group, an estimated $29.1M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q1 2016 was Hanlon Investment Management, an estimated $41.5M sold.

Based on aggregated 13F filings for Q1 2016.