We are live on ! Find out more
HYMB icon

State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

127 hedge funds and large institutions have $215M invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

1% more funds holding

Funds holding: 126127 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.96% less ownership

Funds ownership: 92.67%87.72% (-5%)

13% less capital invested

Capital invested by funds: $249M → $215M (-$33.4M)

16% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 43

Holders
127
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
2.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
36
Reduced
43
Closed
16
Calls
$212K
Puts
Net Calls
+$212K
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Change in
Stake
LYV
51
Live Your Vision
Pennsylvania
$465K +$99.9K +3,602 +28%
HA
52
Harborview Advisors
Maine
$462K -$64K -2,308 -12%
SGCA
53
Steel Grove Capital Advisors
Tennessee
$447K
IA
54
IFP Advisors
Florida
$446K
PMG
55
ProVise Management Group
Florida
$440K -$356K -12,818 -45%
AFP
56
Ausdal Financial Partners
Iowa
$438K +$26.1K +942 +6%
BHWM
57
Bar Harbor Wealth Management
New Hampshire
$425K
PRS
58
Pinkerton Retirement Specialists
Idaho
$384K +$382K +13,762 New
FA
59
FDx Advisors
Illinois
$381K -$18.4K -664 -5%
Citadel Advisors
60
Citadel Advisors
Florida
$368K -$418K -15,080 -53%
FC
61
Financial Consulate
Maryland
$368K +$366K +13,202 New
AWM
62
Arbor Wealth Management
Florida
$363K -$59K -2,128 -14%
AIA
63
Allegis Investment Advisors
Idaho
$363K +$111K +3,984 +44%
RIA
64
Regal Investment Advisors
Michigan
$341K -$119K -4,282 -26%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$330K
SSWM
66
Sheets Smith Wealth Management
North Carolina
$326K +$555 +20 +0.2%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$323K +$3.94K +142 +1%
FAAS
68
First Allied Advisory Services
California
$320K -$30.5K -1,100 -9%
CPO
69
Cerity Partners OCIO
New York
$319K -$267K -9,620 -46%
HWA
70
HCR Wealth Advisors
California
$314K
F
71
F3Logic
Minnesota
$303K +$301K +10,862 New
CWS
72
Cypress Wealth Services
California
$300K +$39.5K +1,424 +15%
OC
73
Oarsman Capital
Wisconsin
$297K -$29.2K -1,054 -9%
HGWM
74
Harvest Group Wealth Management
Massachusetts
$294K
BWM
75
BerganKDV Wealth Management
Minnesota
$293K +$67.9K +2,448 +30%

HYMB Hedge Fund Activity: Q1 2018 in Review

127 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q1 2018, worth a combined $215M — down 13% from $249M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HYMB positions and 16 closed out — a net gain of 1 holder — while 36 added to existing stakes and 43 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $4.14M. The largest seller was Bank of America, cutting an estimated $15.3M.

  • 127 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q1 2018, up from 126 in Q4 2017.
  • Funds reported $215M of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q1 2018, down 13% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q1 2018 and 16 closed out, a net change of +1 holder.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q1 2018 was Fidelity Investments, an estimated $4.14M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q1 2018 was Bank of America, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2018.