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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

165 hedge funds and large institutions have $758M invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 57 increasing their positions, 41 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

56% more capital invested

Capital invested by funds: $486M → $758M (+$272M)

39% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 41

36% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 28

20.22% more ownership

Funds ownership: 107.2%127.43% (+20%)

4% more funds holding

Funds holding: 158165 (+7)

Holders
165
Holders Change
+7
Holders Change %
+4.43%
% of All Funds
3.38%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
38
Increased
57
Reduced
41
Closed
28
Calls
$1.14M
Puts
Net Calls
+$1.14M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
26
Old Mission Capital
Illinois
$4.38M +$4.2M +155,270 New
VM
27
Value Monitoring
California
$4.25M +$4.08M +150,656 New
OIA
28
OneDigital Investment Advisors
Kansas
$4.2M +$734K +27,098 +22%
PI
29
Parkside Investments
Illinois
$4.2M -$9.48K -350 -0.2%
TIA
30
Traphagen Investment Advisors
New Jersey
$3.82M -$2.65M -97,856 -42%
BFG
31
Barber Financial Group
Kansas
$3.48M +$313K +11,570 +10%
MSAM
32
Moloney Securities Asset Management
Missouri
$3.43M +$5.42K +200 +0.2%
William Blair & Company
33
William Blair & Company
Illinois
$3.15M -$10.5K -388 -0.3%
TCM
34
Traynor Capital Management
Pennsylvania
$2.82M +$702K +25,924 +35%
Renaissance Technologies
35
Renaissance Technologies
New York
$2.78M +$2.68M +98,800 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$2.56M +$28.1K +1,038 +1%
LWAC
37
Laurel Wealth Advisors (California)
California
$2.31M +$2.22M +81,870 New
SWRP
38
Summit Wealth & Retirement Planning
California
$2.1M -$44.3K -1,636 -2%
ML
39
McAdam LLC
Pennsylvania
$2.01M -$345K -12,738 -15%
AWM
40
AE Wealth Management
Kansas
$1.9M -$913K -33,718 -33%
AFC
41
AFT Forsyth & Company
Florida
$1.75M
VC
42
Veracity Capital
Georgia
$1.37M +$1.32M +48,788 New
Citigroup
43
Citigroup
New York
$1.36M
PAG
44
Private Advisor Group
New Jersey
$1.32M -$162K -5,990 -11%
KL
45
KWMG LLC
Kansas
$1.25M +$233K +8,586 +24%
HighTower Advisors
46
HighTower Advisors
Illinois
$1.24M +$44.5K +1,644 +4%
PG
47
Prostatis Group
Maryland
$1.15M +$1.1M +40,714 New
SPC
48
Sigma Planning Corp
Michigan
$1.11M +$251K +9,274 +31%
Stifel Financial
49
Stifel Financial
Missouri
$1.09M +$301K +11,116 +41%
TFA
50
Teamwork Financial Advisors
Texas
$1.07M +$281K +10,358 +38%

HYMB Hedge Fund Activity: Q2 2020 in Review

165 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q2 2020, worth a combined $758M — up 56% from $486M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new HYMB positions and 28 closed out — a net gain of 10 holders — while 57 added to existing stakes and 41 trimmed.

The largest buyer was FormulaFolio Investments, opening a new position worth an estimated $107M. The largest seller was Tradewinds Capital Management, cutting an estimated $17.9M.

  • 165 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q2 2020, up from 158 in Q1 2020.
  • Funds reported $758M of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q2 2020, up 56% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q2 2020 and 28 closed out, a net change of +10 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q2 2020 was FormulaFolio Investments, an estimated $107M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q2 2020 was Tradewinds Capital Management, an estimated $17.9M sold.

Based on aggregated 13F filings for Q2 2020.