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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

173 hedge funds and large institutions have $498M invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 68 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 9

143% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 28

31% more capital invested

Capital invested by funds: $379M → $498M (+$118M)

24% more funds holding

Funds holding: 140173 (+33)

10.58% more ownership

Funds ownership: 85.19%95.77% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $472K

Holders
173
Holders Change
+33
Holders Change %
+23.57%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
44
Increased
68
Reduced
28
Closed
9
Calls
Puts
$472K
Net Calls
-$472K
Net Calls Change
-$223K
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
26
Macquarie Group
Australia
$4.12M +$4.13M +139,780 New
PI
27
Parkside Investments
Illinois
$3.83M +$196K +6,650 +5%
William Blair & Company
28
William Blair & Company
Illinois
$3.3M -$34.4K -1,164 -1%
TCM
29
Traynor Capital Management
Pennsylvania
$3.08M +$290K +9,838 +10%
BFG
30
Barber Financial Group
Kansas
$3.07M +$190K +6,446 +7%
MSAM
31
Moloney Securities Asset Management
Missouri
$3M +$3M +101,738 New
APP
32
Avantax Planning Partners
Iowa
$2.65M -$13K -440 -0.5%
TCM
33
Tradewinds Capital Management
Washington
$2.65M +$2.65M +89,744 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$2.63M +$8.26K +280 +0.3%
OIA
35
OneDigital Investment Advisors
Kansas
$2.61M +$619K +20,964 +31%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$2.52M +$35.4K +1,198 +1%
ML
37
McAdam LLC
Pennsylvania
$2.44M +$291K +9,854 +13%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$2.29M +$102K +3,454 +5%
SWRP
39
Summit Wealth & Retirement Planning
California
$2.1M +$855K +28,988 +69%
HighTower Advisors
40
HighTower Advisors
Illinois
$2.04M -$43.7K -1,480 -2%
PMG
41
ProVise Management Group
Florida
$1.91M +$117K +3,956 +7%
AFC
42
AFT Forsyth & Company
Florida
$1.84M
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$1.8M +$769K +26,044 +75%
BSAM
44
Blue Sky Asset Management
Colorado
$1.71M +$1.71M +57,814 New
MFG
45
Menard Financial Group
Texas
$1.65M +$1.65M +55,760 New
PAG
46
Private Advisor Group
New Jersey
$1.42M +$295K +9,984 +26%
Citigroup
47
Citigroup
New York
$1.42M +$64.9K +2,200 +5%
AG
48
Advisor Group
Arizona
$1.41M +$290K +9,826 +26%
LA
49
LexAurum Advisors
Kansas
$1.31M +$89.6K +3,036 +7%
FWP
50
FAS Wealth Partners
Kansas
$1.2M -$32.4K -1,098 -3%

HYMB Hedge Fund Activity: Q4 2019 in Review

173 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q4 2019, worth a combined $498M — up 31% from $379M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new HYMB positions and 9 closed out — a net gain of 35 holders — while 68 added to existing stakes and 28 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $37.9M. The largest seller was Trilogy Capital, exiting entirely with an estimated $6.06M sold.

  • 173 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q4 2019, up from 140 in Q3 2019.
  • Funds reported $498M of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q4 2019, up 31% quarter-over-quarter.
  • 44 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q4 2019 and 9 closed out, a net change of +35 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q4 2019 was Goldman Sachs, an estimated $37.9M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q4 2019 was Trilogy Capital, an estimated $6.06M sold.

Based on aggregated 13F filings for Q4 2019.