We are live on ! Find out more
HYMB icon

State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

70 hedge funds and large institutions have $158M invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 24

9% less funds holding

Funds holding: 7770 (-7)

19.01% less ownership

Funds ownership: 100.62%81.6% (-19%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

31% less capital invested

Capital invested by funds: $229M → $158M (-$71M)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

Holders
70
Holders Change
-7
Holders Change %
-9.09%
% of All Funds
1.89%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
6
Increased
33
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KL
51
KWMG LLC
Kansas
$222K +$228K +8,004 New
Citadel Advisors
52
Citadel Advisors
Florida
$201K -$230K -8,072 -53%
LNC
53
Lincoln National Corp
Pennsylvania
$201K +$206K +7,254 New
RIA
54
Regal Investment Advisors
Michigan
$172K +$10.6K +372 +6%
NC
55
NewSquare Capital
Pennsylvania
$166K +$19.4K +680 +13%
Axa
56
Axa
France
$126K -$55.8K -1,960 -30%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$111K
WA
58
Winfield Associates
Ohio
$89K
AIG
59
American International Group
New York
$85K -$67.4K -2,368 -44%
MAA
60
Managed Account Advisors
New Jersey
$75K +$76.7K +2,696 New
MFS
61
MSI Financial Services
Massachusetts
$61K +$12.4K +434 +24%
TFA
62
Transamerica Financial Advisors
Florida
$53K -$6.07M -213,372 -99%
TC
63
Trust Company
Kansas
$40K -$4.04K -142 -9%
AIP
64
Ameritas Investment Partners
Nebraska
$35K
GWM
65
Gupta Wealth Management
California
$23K -$9.17K -322 -28%
SEI Investments
66
SEI Investments
Pennsylvania
$14K +$7.57K +266 +118%
AA
67
Apriem Advisors
California
$12K +$12.3K +432 New
MAS
68
Madden Advisory Services
Florida
$12K +$12.5K +440 New
Citigroup
69
Citigroup
New York
$2K -$7.17K -252 -82%
ACM
70
Aviance Capital Management
Florida
-$32M -1,110,242 Closed
HIM
71
Hanlon Investment Management
New Jersey
-$6.34M -220,174 Closed
MSL
72
Mackay Shields LLC
New York
-$5.07M -176,000 Closed
JP Morgan Chase
73
JP Morgan Chase
New York
-$2.35M -81,590 Closed
OFG
74
OTA Financial Group
New York
-$818K -28,428 Closed
BW
75
Bison Wealth
Georgia
-$753K -26,170 Closed

HYMB Hedge Fund Activity: Q2 2015 in Review

70 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q2 2015, worth a combined $158M — down 31% from $229M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of HYMB and 6 opened new positions — a net loss of 7 holders — while 24 trimmed existing stakes and 33 added.

The largest buyer was Susquehanna International Group, adding an estimated $3.65M. The largest seller was Aviance Capital Management, exiting entirely with an estimated $32M sold.

  • 70 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q2 2015, down from 77 in Q1 2015.
  • Funds reported $158M of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q2 2015, down 31% quarter-over-quarter.
  • 6 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q2 2015 and 13 closed out, a net change of -7 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q2 2015 was Susquehanna International Group, an estimated $3.65M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q2 2015 was Aviance Capital Management, an estimated $32M sold.

Based on aggregated 13F filings for Q2 2015.