We are live on ! Find out more
HYMB icon

State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

77 hedge funds and large institutions have $229M invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2015 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

50% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 18

24% more funds holding

Funds holding: 6277 (+15)

19% more capital invested

Capital invested by funds: $193M → $229M (+$36.4M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5.38% less ownership

Funds ownership: 105.99%100.62% (-5.4%)

Holders
77
Holders Change
+15
Holders Change %
+24.19%
% of All Funds
2.05%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
25
Increased
27
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$302K -$204K -7,048 -40%
M&T Bank
52
M&T Bank
New York
$300K +$56.2K +1,940 +23%
FA
53
FDx Advisors
Illinois
$298K +$72.7K +2,510 +32%
Wells Fargo
54
Wells Fargo
California
$289K
CG
55
Colony Group
Massachusetts
$276K +$10.4K +360 +4%
IAS
56
IMA Advisory Services
Colorado
$272K +$274K +9,460 New
HighTower Advisors
57
HighTower Advisors
Illinois
$264K +$266K +9,178 New
SSWM
58
Sheets Smith Wealth Management
North Carolina
$230K +$232K +7,990 New
SS
59
Simplicity Solutions
Minnesota
$228K +$348 +12 +0.2%
Axa
60
Axa
France
$188K +$19.7K +680 +12%
P
61
Palladiem
Pennsylvania
$182K -$26.1K -900 -12%
RIA
62
Regal Investment Advisors
Michigan
$169K +$50.3K +1,736 +42%
AIG
63
American International Group
New York
$156K +$24.5K +844 +18%
NC
64
NewSquare Capital
Pennsylvania
$153K +$7.82K +270 +5%
LTFS
65
Ladenburg Thalmann Financial Services
Florida
$125K -$19.8K -682 -14%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$115K
WA
67
Winfield Associates
Ohio
$92K +$92.7K +3,200 New
Creative Planning
68
Creative Planning
Kansas
$67K +$67.8K +2,340 New
MFS
69
MSI Financial Services
Massachusetts
$51K -$11.5K -396 -18%
TC
70
Trust Company
Kansas
$46K +$46K +1,588 New
AIP
71
Ameritas Investment Partners
Nebraska
$36K
GWM
72
Gupta Wealth Management
California
$33K +$33.6K +1,160 New
CAL
73
Capital Advisors Ltd
Ohio
$25K +$24.9K +860 New
Citigroup
74
Citigroup
New York
$9K +$8.93K +308 New
SEI Investments
75
SEI Investments
Pennsylvania
$7K +$5.91K +204 +927%

HYMB Hedge Fund Activity: Q1 2015 in Review

77 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q1 2015, worth a combined $229M — up 19% from $193M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HYMB positions and 8 closed out — a net gain of 17 holders — while 27 added to existing stakes and 18 trimmed.

The largest buyer was Aviance Capital Management, opening a new position worth an estimated $32.2M. The largest seller was Richard Bernstein Advisors, exiting entirely with an estimated $35.1M sold.

  • 77 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q1 2015, up from 62 in Q4 2014.
  • Funds reported $229M of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q1 2015, up 19% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q1 2015 and 8 closed out, a net change of +17 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q1 2015 was Aviance Capital Management, an estimated $32.2M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q1 2015 was Richard Bernstein Advisors, an estimated $35.1M sold.

Based on aggregated 13F filings for Q1 2015.