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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

127 hedge funds and large institutions have $215M invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

1% more funds holding

Funds holding: 126127 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.96% less ownership

Funds ownership: 92.67%87.72% (-5%)

13% less capital invested

Capital invested by funds: $249M → $215M (-$33.4M)

16% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 43

Holders
127
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
2.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
36
Reduced
43
Closed
16
Calls
$212K
Puts
Net Calls
+$212K
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
26
Clearwater Capital Advisors
Illinois
$1.2M -$69.4K -2,500 -5%
AWE
27
Avidian Wealth Enterprises
Texas
$1.16M -$449K -16,168 -28%
FWP
28
FAS Wealth Partners
Kansas
$1.15M +$2.11K +76 +0.2%
ML
29
McAdam LLC
Pennsylvania
$1.09M +$635K +22,900 +140%
VCM
30
Vigilant Capital Management
Maine
$1.08M -$10.6M -381,874 -91%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.06M +$482K +17,370 +84%
FA
32
FC Advisory
Pennsylvania
$1.02M +$12.4K +448 +1%
CCM
33
Coldstream Capital Management
Washington
$971K -$367K -13,218 -28%
LA
34
LexAurum Advisors
Kansas
$862K +$152K +5,478 +22%
LNC
35
Lincoln National Corp
Pennsylvania
$848K -$834K -30,062 -50%
NEIRG
36
New England Investment & Retirement Group
Massachusetts
$799K
SFG
37
Sage Financial Group
Pennsylvania
$794K +$17.8K +640 +2%
Creative Planning
38
Creative Planning
Kansas
$735K -$34.7K -1,250 -5%
KL
39
KWMG LLC
Kansas
$721K +$267K +9,636 +59%
WWMSC
40
Wagner Wealth Management (South Carolina)
South Carolina
$669K +$341K +12,296 +105%
BFG
41
Barber Financial Group
Kansas
$581K +$578K +20,846 New
GCA
42
Gradient Capital Advisors
California
$547K
Renaissance Technologies
43
Renaissance Technologies
New York
$538K -$85.8K -3,092 -14%
AG
44
Advisor Group
Arizona
$529K +$260K +9,388 +98%
First Trust Advisors
45
First Trust Advisors
Illinois
$494K +$67K +2,416 +16%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$493K -$5.09M -183,640 -91%
CB
47
Chemical Bank
Michigan
$488K +$50.8K +1,830 +12%
Stifel Financial
48
Stifel Financial
Missouri
$484K
OAM
49
Occidental Asset Management
California
$481K
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$466K -$213K -7,690 -32%

HYMB Hedge Fund Activity: Q1 2018 in Review

127 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q1 2018, worth a combined $215M — down 13% from $249M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HYMB positions and 16 closed out — a net gain of 1 holder — while 36 added to existing stakes and 43 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $4.14M. The largest seller was Bank of America, cutting an estimated $15.3M.

  • 127 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q1 2018, up from 126 in Q4 2017.
  • Funds reported $215M of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q1 2018, down 13% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q1 2018 and 16 closed out, a net change of +1 holder.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q1 2018 was Fidelity Investments, an estimated $4.14M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q1 2018 was Bank of America, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2018.