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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB

126 hedge funds and large institutions have $249M invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

11% more funds holding

Funds holding: 114 → 126 (+12)

1.99% less ownership

Funds ownership: 94.66% → 92.67% (-2%)

16% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 45

16% less capital invested

Capital invested by funds: $297M → $249M (-$48.6M)

75% less funds holding in top 10

Funds holding in top 10: 4 → 1 (-3)

Holders
126
Holders Change
+12
Holders Change %
+10.53%
% of All Funds
2.86%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
24
Increased
38
Reduced
45
Closed
12
Calls
$223K
Puts
–
Net Calls
+$223K
Net Calls Change
+$446K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$10.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.78M
3
RJA
Raymond James & Associates
Florida
+$3.36M
4
AWE
Avidian Wealth Enterprises
Texas
+$1.61M
5
BTS
BB&T Securities
Virginia
+$1.17M

Top Sellers

1
GC
Grimes & Company
Massachusetts
-$31.4M
2
SEI Investments
SEI Investments
Pennsylvania
-$8.89M
3
SGCA
Steel Grove Capital Advisors
Tennessee
-$5.87M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
ML
51
McAdam LLC
Pennsylvania
$466K – – –
RIA
52
Regal Investment Advisors
Michigan
$459K +$25.4K +912 +6%
KL
53
KWMG LLC
Kansas
$452K -$708K -25,382 -61%
SGCA
54
Steel Grove Capital Advisors
Tennessee
$447K -$5.87M -210,668 -93%
IA
55
IFP Advisors
Florida
$446K +$23.4K +840 +6%
CB
56
Chemical Bank
Michigan
$436K – – –
First Trust Advisors
57
First Trust Advisors
Illinois
$427K -$13.2K -474 -3%
BHWM
58
Bar Harbor Wealth Management
New Hampshire
$424K +$425K +15,248 New
AWM
59
Arbor Wealth Management
Florida
$420K +$24.3K +872 +6%
AFP
60
Ausdal Financial Partners
Iowa
$412K +$120K +4,312 +41%
SHCM
61
Stokes & Hubbell Capital Management
Louisiana
$403K +$3.18K +114 +0.8%
WP
62
WealthPLAN Partners
Nebraska
$400K +$401K +14,372 New
FA
63
FDx Advisors
Illinois
$399K -$22.7K -816 -5%
Millennium Management
64
Millennium Management
New York
$385K -$3.46K -124 -0.9%
JMPWA
65
JP Morgan Private Wealth Advisors
California
$364K -$170K -6,110 -32%
LYV
66
Live Your Vision
Pennsylvania
$362K -$62.3K -2,234 -15%
FAAS
67
First Allied Advisory Services
California
$351K -$226K -8,116 -39%
VF
68
Virtu Financial
New York
$336K -$958K -34,348 -74%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$330K +$39.2K +1,406 +13%
OC
70
Oarsman Capital
Wisconsin
$325K +$8.64K +310 +3%
SSWM
71
Sheets Smith Wealth Management
North Carolina
$325K +$12.5K +450 +4%
FAIM
72
Financial Advocates Investment Management
Washington
$325K +$326K +11,692 New
WWMSC
73
Wagner Wealth Management (South Carolina)
South Carolina
$325K +$327K +11,712 New
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$318K -$52.9K -1,896 -14%
HWA
75
HCR Wealth Advisors
California
$314K -$5.58K -200 -2%
1 2
3
4 5

HYMB Hedge Fund Activity: Q4 2017 in Review

126 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q4 2017, worth a combined $249M — down 16% from $297M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HYMB positions and 12 closed out — a net gain of 12 holders — while 38 added to existing stakes and 45 trimmed.

The largest buyer was Bank of America, adding an estimated $10.6M. The largest seller was Grimes & Company, exiting entirely with an estimated $31.4M sold.

  • 126 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q4 2017, up from 114 in Q3 2017.
  • Funds reported $249M of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q4 2017, down 16% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q4 2017 and 12 closed out, a net change of +12 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q4 2017 was Bank of America, an estimated $10.6M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q4 2017 was Grimes & Company, an estimated $31.4M sold.

Based on aggregated 13F filings for Q4 2017.