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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

160 hedge funds and large institutions have $734M invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 44

3% less capital invested

Capital invested by funds: $758M → $734M (-$23.7M)

8% less call options, than puts

Call options by funds: $347K | Put options by funds: $378K

3% less funds holding

Funds holding: 165160 (-5)

5.11% less ownership

Funds ownership: 127.43%122.32% (-5.1%)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
160
Holders Change
-5
Holders Change %
-3.03%
% of All Funds
3.23%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
17
Increased
69
Reduced
44
Closed
20
Calls
$347K
Puts
$378K
Net Calls
-$31K
Net Calls Change
-$1.17M
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
26
Cardan Capital Partners
Colorado
$4.89M -$1.29M -45,260 -21%
PI
27
Parkside Investments
Illinois
$4.09M -$148K -5,200 -3%
BFG
28
Barber Financial Group
Kansas
$3.74M +$229K +8,046 +7%
MSAM
29
Moloney Securities Asset Management
Missouri
$3.57M +$108K +3,782 +3%
William Blair & Company
30
William Blair & Company
Illinois
$3.15M -$35.6K -1,248 -1%
VM
31
Value Monitoring
California
$2.89M -$1.39M -48,806 -32%
TCM
32
Traynor Capital Management
Pennsylvania
$2.83M -$21.1K -740 -0.7%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.67M +$81.5K +2,860 +3%
ML
34
McAdam LLC
Pennsylvania
$2.23M +$195K +6,856 +10%
SWRP
35
Summit Wealth & Retirement Planning
California
$2.15M +$33.1K +1,162 +2%
TIA
36
Traphagen Investment Advisors
New Jersey
$1.98M -$1.88M -66,070 -49%
AWM
37
AE Wealth Management
Kansas
$1.85M -$64.7K -2,270 -3%
AFC
38
AFT Forsyth & Company
Florida
$1.8M +$35.6K +1,250 +2%
Citigroup
39
Citigroup
New York
$1.61M +$238K +8,352 +17%
KL
40
KWMG LLC
Kansas
$1.45M +$187K +6,574 +15%
PAG
41
Private Advisor Group
New Jersey
$1.36M +$29.3K +1,026 +2%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.31M +$676K +23,722 +106%
Stifel Financial
43
Stifel Financial
Missouri
$1.25M +$156K +5,470 +14%
SPC
44
Sigma Planning Corp
Michigan
$1.21M +$93.2K +3,270 +8%
TFA
45
Teamwork Financial Advisors
Texas
$1.21M +$128K +4,480 +12%
HighTower Advisors
46
HighTower Advisors
Illinois
$1.2M -$58.1K -2,036 -5%
VC
47
Veracity Capital
Georgia
$1.15M -$241K -8,448 -17%
CPO
48
Cerity Partners OCIO
New York
$1.08M +$1.77K +62 +0.2%
BPA
49
Beacon Pointe Advisors
California
$1.07M +$225K +7,906 +27%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$994K +$646K +22,646 +184%

HYMB Hedge Fund Activity: Q3 2020 in Review

160 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q3 2020, worth a combined $734M — down 3.1% from $758M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of HYMB and 17 opened new positions — a net loss of 3 holders — while 44 trimmed existing stakes and 69 added.

The largest buyer was Fidelity Investments, adding an estimated $51.5M. The largest seller was FormulaFolio Investments, cutting an estimated $113M.

  • 160 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q3 2020, down from 165 in Q2 2020.
  • Funds reported $734M of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q3 2020, down 3.1% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q3 2020 and 20 closed out, a net change of -3 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q3 2020 was Fidelity Investments, an estimated $51.5M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q3 2020 was FormulaFolio Investments, an estimated $113M sold.

Based on aggregated 13F filings for Q3 2020.