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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

134 hedge funds and large institutions have $362M invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 45 increasing their positions, 33 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more capital invested

Capital invested by funds: $234M → $362M (+$128M)

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

36% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 33

17.85% more ownership

Funds ownership: 87.95%105.8% (+18%)

7% more funds holding

Funds holding: 125134 (+9)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
134
Holders Change
+9
Holders Change %
+7.2%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
31
Increased
45
Reduced
33
Closed
21
Calls
$213K
Puts
Net Calls
+$213K
Net Calls Change
+$213K
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
26
BB&T Securities
Virginia
$2.16M +$75.9K +2,730 +4%
Stifel Financial
27
Stifel Financial
Missouri
$2.15M +$1.79M +64,312 +527%
TC
28
Trilogy Capital
California
$1.95M +$1.94M +69,660 New
BFG
29
Barber Financial Group
Kansas
$1.78M +$457K +16,438 +35%
AFC
30
AFT Forsyth & Company
Florida
$1.75M +$72.3K +2,600 +4%
ML
31
McAdam LLC
Pennsylvania
$1.74M +$196K +7,062 +13%
Citigroup
32
Citigroup
New York
$1.52M -$8.34K -300 -0.6%
ACM
33
Aviance Capital Management
Florida
$1.49M -$459K -16,508 -24%
CCA
34
Clearwater Capital Advisors
Illinois
$1.43M +$156K +5,614 +12%
LA
35
LexAurum Advisors
Kansas
$1.41M +$54.8K +1,970 +4%
PI
36
Parkside Investments
Illinois
$1.4M +$100K +3,600 +8%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$1.39M +$1.14M +41,078 +482%
MSAM
38
Moloney Securities Asset Management
Missouri
$1.2M +$80.1K +2,880 +7%
SWRP
39
Summit Wealth & Retirement Planning
California
$1.18M +$1.17M +42,200 New
PAG
40
Private Advisor Group
New Jersey
$1.01M +$206K +7,414 +26%
PMG
41
ProVise Management Group
Florida
$929K +$167K +6,004 +22%
HighTower Advisors
42
HighTower Advisors
Illinois
$917K -$727K -26,146 -44%
FWP
43
FAS Wealth Partners
Kansas
$915K -$309K -11,122 -25%
KL
44
KWMG LLC
Kansas
$859K +$134K +4,826 +19%
RCA
45
Reitz Capital Advisors
Michigan
$853K +$846K +30,416 New
LNC
46
Lincoln National Corp
Pennsylvania
$851K -$18.7K -674 -2%
JIP
47
Jaffetilchin Investment Partners
Florida
$806K +$800K +28,760 New
FA
48
FC Advisory
Pennsylvania
$725K -$240K -8,620 -25%
TC
49
TownSquare Capital
Utah
$696K +$695K +24,998 New
FAM
50
Foothills Asset Management
Arizona
$671K +$666K +23,936 New

HYMB Hedge Fund Activity: Q4 2018 in Review

134 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q4 2018, worth a combined $362M — up 55% from $234M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new HYMB positions and 21 closed out — a net gain of 10 holders — while 45 added to existing stakes and 33 trimmed.

The largest buyer was Bank of America, adding an estimated $43.1M. The largest seller was Jane Street, exiting entirely with an estimated $5.89M sold.

  • 134 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q4 2018, up from 125 in Q3 2018.
  • Funds reported $362M of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q4 2018, up 55% quarter-over-quarter.
  • 31 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q4 2018 and 21 closed out, a net change of +10 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q4 2018 was Bank of America, an estimated $43.1M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q4 2018 was Jane Street, an estimated $5.89M sold.

Based on aggregated 13F filings for Q4 2018.