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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

125 hedge funds and large institutions have $234M invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 32

1.66% more ownership

Funds ownership: 86.29%87.95% (+1.7%)

4% more capital invested

Capital invested by funds: $224M → $234M (+$9.57M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 126125 (-1)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

Holders
125
Holders Change
-1
Holders Change %
-0.79%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
14
Increased
46
Reduced
32
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PRS
26
Pinkerton Retirement Specialists
Idaho
$1.56M -$3.78M -133,736 -71%
ML
27
McAdam LLC
Pennsylvania
$1.54M +$231K +8,158 +17%
Citigroup
28
Citigroup
New York
$1.53M -$88.1K -3,118 -5%
PFG
29
Piershale Financial Group
Illinois
$1.44M +$1.45M +51,182 New
Bank of New York Mellon
30
Bank of New York Mellon
New York
$1.37M +$1.38M +48,836 New
LA
31
LexAurum Advisors
Kansas
$1.36M +$501K +17,720 +58%
BFG
32
Barber Financial Group
Kansas
$1.32M +$317K +11,220 +31%
PI
33
Parkside Investments
Illinois
$1.3M
CCA
34
Clearwater Capital Advisors
Illinois
$1.27M +$65.6K +2,322 +5%
FWP
35
FAS Wealth Partners
Kansas
$1.23M -$48K -1,700 -4%
Renaissance Technologies
36
Renaissance Technologies
New York
$1.14M -$509K -18,000 -31%
MSAM
37
Moloney Securities Asset Management
Missouri
$1.13M +$207K +7,334 +22%
FA
38
FC Advisory
Pennsylvania
$970K +$1.13K +40 +0.1%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$894K +$7.57K +268 +0.9%
LNC
40
Lincoln National Corp
Pennsylvania
$872K +$8.03K +284 +0.9%
PAG
41
Private Advisor Group
New Jersey
$801K +$122K +4,304 +18%
SFG
42
Sage Financial Group
Pennsylvania
$792K
PMG
43
ProVise Management Group
Florida
$763K -$243K -8,610 -24%
KL
44
KWMG LLC
Kansas
$727K +$33.2K +1,176 +5%
WWMSC
45
Wagner Wealth Management (South Carolina)
South Carolina
$689K -$57.8K -2,044 -8%
RIA
46
Regal Investment Advisors
Michigan
$683K +$166K +5,860 +32%
Creative Planning
47
Creative Planning
Kansas
$656K -$55.8K -1,976 -8%
CWM
48
Cornerstone Wealth Management
Missouri
$655K -$162K -5,738 -7%
AFP
49
Ausdal Financial Partners
Iowa
$574K +$10.6K +376 +2%
NEIRG
50
New England Investment & Retirement Group
Massachusetts
$563K -$245K -8,686 -30%

HYMB Hedge Fund Activity: Q3 2018 in Review

125 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q3 2018, worth a combined $234M — up 4.3% from $224M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of HYMB and 14 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 46 added.

The largest buyer was Raymond James & Associates, adding an estimated $4.72M. The largest seller was Pinkerton Retirement Specialists, cutting an estimated $3.78M.

  • 125 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q3 2018, down from 126 in Q2 2018.
  • Funds reported $234M of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q3 2018, up 4.3% quarter-over-quarter.
  • 14 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q3 2018 and 15 closed out, a net change of -1 holder.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q3 2018 was Raymond James & Associates, an estimated $4.72M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q3 2018 was Pinkerton Retirement Specialists, an estimated $3.78M sold.

Based on aggregated 13F filings for Q3 2018.