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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

126 hedge funds and large institutions have $224M invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

36% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 33

4% more capital invested

Capital invested by funds: $215M → $224M (+$8.94M)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

0% more call options, than puts

Call options by funds: $260K | Put options by funds: $260K

1% less funds holding

Funds holding: 127126 (-1)

1.43% less ownership

Funds ownership: 87.72%86.29% (-1.4%)

Holders
126
Holders Change
-1
Holders Change %
-0.79%
% of All Funds
2.88%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
14
Increased
45
Reduced
33
Closed
14
Calls
$260K
Puts
$260K
Net Calls
Net Calls Change
-$212K
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
51
Regal Investment Advisors
Michigan
$520K +$173K +6,180 +51%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$509K +$36.7K +1,310 +8%
LYV
53
Live Your Vision
Pennsylvania
$489K +$19.2K +686 +4%
OAM
54
Occidental Asset Management
California
$487K
HA
55
Harborview Advisors
Maine
$475K +$6.61K +236 +1%
CB
56
Chemical Bank
Michigan
$469K -$24.7K -880 -5%
IA
57
IFP Advisors
Florida
$438K -$14.8K -528 -3%
BHWM
58
Bar Harbor Wealth Management
New Hampshire
$431K
CA
59
Cetera Advisors
Colorado
$431K +$428K +15,276 New
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$417K +$83.2K +2,970 +25%
FC
61
Financial Consulate
Maryland
$389K +$16.2K +578 +4%
AWM
62
Arbor Wealth Management
Florida
$375K +$8.01K +286 +2%
Stifel Financial
63
Stifel Financial
Missouri
$344K -$146K -5,200 -30%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$335K +$8.35K +298 +3%
CPO
65
Cerity Partners OCIO
New York
$323K +$112 +4 +0%
FAAS
66
First Allied Advisory Services
California
$321K -$2.52K -90 -0.8%
HWA
67
HCR Wealth Advisors
California
$318K
BWM
68
BerganKDV Wealth Management
Minnesota
$318K +$21.4K +764 +7%
F
69
F3Logic
Minnesota
$306K +$392 +14 +0.1%
OC
70
Oarsman Capital
Wisconsin
$300K -$504 -18 -0.2%
JP Morgan Chase
71
JP Morgan Chase
New York
$292K +$14K +500 +5%
AG
72
Advisor Group
Arizona
$288K -$246K -8,784 -46%
CWS
73
Cypress Wealth Services
California
$286K -$17.7K -632 -6%
AL
74
Aspiriant LLC
California
$277K
HFS
75
HL Financial Services
Kentucky
$273K +$37.1K +1,324 +16%

HYMB Hedge Fund Activity: Q2 2018 in Review

126 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q2 2018, worth a combined $224M — up 4.2% from $215M a quarter earlier.

Fund positioning in HYMB was balanced in Q2 2018: 14 funds opened new positions, 14 closed out, 45 added to existing stakes and 33 trimmed.

The largest buyer was Pinkerton Retirement Specialists, adding an estimated $4.92M. The largest seller was Raymond James & Associates, cutting an estimated $13.6M.

  • 126 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q2 2018, down from 127 in Q1 2018.
  • Funds reported $224M of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q2 2018, up 4.2% quarter-over-quarter.
  • 14 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q2 2018 and 14 closed out, a net change of 0 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q2 2018 was Pinkerton Retirement Specialists, an estimated $4.92M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q2 2018 was Raymond James & Associates, an estimated $13.6M sold.

Based on aggregated 13F filings for Q2 2018.