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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

112 hedge funds and large institutions have $280M invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

42% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 31

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% more funds holding

Funds holding: 105112 (+7)

5% more capital invested

Capital invested by funds: $268M → $280M (+$12.2M)

3.51% less ownership

Funds ownership: 97.24%93.73% (-3.5%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $864K

Holders
112
Holders Change
+7
Holders Change %
+6.67%
% of All Funds
2.79%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
16
Increased
44
Reduced
31
Closed
8
Calls
Puts
$864K
Net Calls
-$864K
Net Calls Change
-$258K
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
51
Occidental Asset Management
California
$491K
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$490K -$125K -4,390 -20%
Citadel Advisors
53
Citadel Advisors
Florida
$480K +$482K +16,892 New
First Trust Advisors
54
First Trust Advisors
Illinois
$458K +$3.88K +136 +0.9%
LYV
55
Live Your Vision
Pennsylvania
$447K +$414K +14,520 +1,250%
SHCM
56
Stokes & Hubbell Capital Management
Louisiana
$436K -$96.1K -3,372 -18%
IWA
57
Intercontinental Wealth Advisors
Texas
$432K +$433K +15,200 New
RIA
58
Regal Investment Advisors
Michigan
$429K +$16.5K +580 +4%
CB
59
Chemical Bank
Michigan
$415K +$116K +4,070 +39%
AWM
60
Arbor Wealth Management
Florida
$407K
AL
61
Aspiriant LLC
California
$407K
CPO
62
Cerity Partners OCIO
New York
$407K +$5.7K +200 +1%
FCAG
63
First Capital Advisors Group
New Jersey
$400K -$15.7K -552 -4%
SWP
64
Stratos Wealth Partners
Ohio
$366K +$912 +32 +0.2%
BTNA
65
Bremer Trust National Association
Minnesota
$332K +$456 +16 +0.1%
HWA
66
HCR Wealth Advisors
California
$326K
SSWM
67
Sheets Smith Wealth Management
North Carolina
$319K +$456 +16 +0.1%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$315K -$41.3K -1,450 -12%
IA
69
IFP Advisors
Florida
$299K +$42.7K +1,498 +17%
ML
70
McAdam LLC
Pennsylvania
$298K +$299K +10,490 New
OC
71
Oarsman Capital
Wisconsin
$293K -$3.31K -116 -1%
UCFA
72
United Capital Financial Advisors
Texas
$292K -$912 -32 -0.3%
JP Morgan Chase
73
JP Morgan Chase
New York
$285K -$19K -666 -6%
HFS
74
HL Financial Services
Kentucky
$283K -$34.2K -1,200 -11%
ICOA
75
Investment Centers of America
North Dakota
$277K

HYMB Hedge Fund Activity: Q2 2017 in Review

112 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q2 2017, worth a combined $280M — up 4.6% from $268M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HYMB positions and 8 closed out — a net gain of 8 holders — while 44 added to existing stakes and 31 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $5.16M. The largest seller was Clark Capital Management Group, exiting entirely with an estimated $6.13M sold.

  • 112 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q2 2017, up from 105 in Q1 2017.
  • Funds reported $280M of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q2 2017, up 4.6% quarter-over-quarter.
  • 16 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q2 2017 and 8 closed out, a net change of +8 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q2 2017 was Fidelity Investments, an estimated $5.16M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q2 2017 was Clark Capital Management Group, an estimated $6.13M sold.

Based on aggregated 13F filings for Q2 2017.