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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB

126 hedge funds and large institutions have $249M invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

11% more funds holding

Funds holding: 114 → 126 (+12)

1.99% less ownership

Funds ownership: 94.66% → 92.67% (-2%)

16% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 45

16% less capital invested

Capital invested by funds: $297M → $249M (-$48.6M)

75% less funds holding in top 10

Funds holding in top 10: 4 → 1 (-3)

Holders
126
Holders Change
+12
Holders Change %
+10.53%
% of All Funds
2.86%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
24
Increased
38
Reduced
45
Closed
12
Calls
$223K
Puts
–
Net Calls
+$223K
Net Calls Change
+$446K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$10.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.78M
3
RJA
Raymond James & Associates
Florida
+$3.36M
4
AWE
Avidian Wealth Enterprises
Texas
+$1.61M
5
BTS
BB&T Securities
Virginia
+$1.17M

Top Sellers

1
GC
Grimes & Company
Massachusetts
-$31.4M
2
SEI Investments
SEI Investments
Pennsylvania
-$8.89M
3
SGCA
Steel Grove Capital Advisors
Tennessee
-$5.87M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$1.96M -$21.3K -764 -1%
LNC
27
Lincoln National Corp
Pennsylvania
$1.68M +$1.12M +40,042 +196%
SEI Investments
28
SEI Investments
Pennsylvania
$1.62M -$8.89M -318,922 -85%
BTS
29
BB&T Securities
Virginia
$1.42M +$1.17M +41,902 +456%
CCM
30
Coldstream Capital Management
Washington
$1.34M -$910K -32,650 -40%
AFC
31
AFT Forsyth & Company
Florida
$1.32M +$1.33M +47,550 New
CCA
32
Clearwater Capital Advisors
Illinois
$1.26M -$366K -13,136 -22%
FWP
33
FAS Wealth Partners
Kansas
$1.15M +$177K +6,360 +18%
FA
34
FC Advisory
Pennsylvania
$1.01M +$6.3K +226 +0.6%
SB
35
Suntrust Banks
Georgia
$885K -$30.9K -1,108 -3%
NEIRG
36
New England Investment & Retirement Group
Massachusetts
$798K – – –
PMG
37
ProVise Management Group
Florida
$796K -$393K -14,110 -33%
Citadel Advisors
38
Citadel Advisors
Florida
$787K +$482K +17,296 +157%
SFG
39
Sage Financial Group
Pennsylvania
$775K – – –
Creative Planning
40
Creative Planning
Kansas
$768K +$20.2K +726 +3%
LA
41
LexAurum Advisors
Kansas
$707K +$710K +25,460 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$679K +$179K +6,428 +36%
Renaissance Technologies
43
Renaissance Technologies
New York
$623K +$624K +22,400 New
PAG
44
Private Advisor Group
New Jersey
$587K -$89.3K -3,204 -13%
CPO
45
Cerity Partners OCIO
New York
$586K +$2.29K +82 +0.4%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$574K +$44.5K +1,596 +8%
GCA
47
Gradient Capital Advisors
California
$547K +$548K +19,640 New
HA
48
Harborview Advisors
Maine
$526K +$527K +18,902 New
Stifel Financial
49
Stifel Financial
Missouri
$483K – – –
OAM
50
Occidental Asset Management
California
$480K – – –
1
2
3 4 5

HYMB Hedge Fund Activity: Q4 2017 in Review

126 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q4 2017, worth a combined $249M — down 16% from $297M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HYMB positions and 12 closed out — a net gain of 12 holders — while 38 added to existing stakes and 45 trimmed.

The largest buyer was Bank of America, adding an estimated $10.6M. The largest seller was Grimes & Company, exiting entirely with an estimated $31.4M sold.

  • 126 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q4 2017, up from 114 in Q3 2017.
  • Funds reported $249M of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q4 2017, down 16% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q4 2017 and 12 closed out, a net change of +12 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q4 2017 was Bank of America, an estimated $10.6M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q4 2017 was Grimes & Company, an estimated $31.4M sold.

Based on aggregated 13F filings for Q4 2017.