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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

62 hedge funds and large institutions have $193M invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

33% more capital invested

Capital invested by funds: $145M → $193M (+$47.9M)

22% more funds holding

Funds holding: 5162 (+11)

10.12% more ownership

Funds ownership: 95.88%105.99% (+10%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
62
Holders Change
+11
Holders Change %
+21.57%
% of All Funds
1.65%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
21
Increased
23
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
51
Regal Investment Advisors
Michigan
$119K +$72.7K +2,548 +161%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$116K -$1.08M -37,884 -90%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$115K -$49.2K -1,724 -30%
MFS
54
MSI Financial Services
Massachusetts
$63K +$11.1K +390 +22%
AIP
55
Ameritas Investment Partners
Nebraska
$36K +$36.2K +1,270 New
NES
56
New England Securities
New York
$34K
MAA
57
Managed Account Advisors
New Jersey
$30K +$30K +1,050 New
WTB
58
Washington Trust Bank
Washington
$29K +$28.5K +1,000 New
RAM
59
Riggs Asset Management
Pennsylvania
$23K +$22.9K +802 New
MAS
60
Madden Advisory Services
Florida
$13K
SEI Investments
61
SEI Investments
Pennsylvania
$1K +$628 +22 New
SWP
62
Stratos Wealth Partners
Ohio
-$1.82M -64,192 Closed
VAM
63
Visionary Asset Management
Texas
-$1.6M -56,320 Closed
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
-$729K -25,672 Closed
FAAS
65
First Allied Advisory Services
California
-$233K -8,232 Closed
GC
66
Guggenheim Capital
Illinois
-$231K -8,132 Closed
SSWM
67
Sheets Smith Wealth Management
North Carolina
-$219K -7,698 Closed
BRWM
68
B. Riley Wealth Management
Tennessee
-$206K -7,260 Closed
TFCP
69
Twin Focus Capital Partners
Massachusetts
-$23K -816 Closed
Parallax Volatility Advisers
70
Parallax Volatility Advisers
California
+$57 +2 New

HYMB Hedge Fund Activity: Q4 2014 in Review

62 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q4 2014, worth a combined $193M — up 33% from $145M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HYMB positions and 8 closed out — a net gain of 13 holders — while 23 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $20.6M. The largest seller was Stratos Wealth Partners, exiting entirely with an estimated $1.82M sold.

  • 62 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q4 2014, up from 51 in Q3 2014.
  • Funds reported $193M of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q4 2014, up 33% quarter-over-quarter.
  • 21 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q4 2014 and 8 closed out, a net change of +13 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q4 2014 was Morgan Stanley, an estimated $20.6M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q4 2014 was Stratos Wealth Partners, an estimated $1.82M sold.

Based on aggregated 13F filings for Q4 2014.