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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

125 hedge funds and large institutions have $234M invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 32

1.66% more ownership

Funds ownership: 86.29%87.95% (+1.7%)

4% more capital invested

Capital invested by funds: $224M → $234M (+$9.57M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 126125 (-1)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

Holders
125
Holders Change
-1
Holders Change %
-0.79%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
14
Increased
46
Reduced
32
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCA
51
Gradient Capital Advisors
California
$553K
CCM
52
Coldstream Capital Management
Washington
$543K -$7.52K -266 -1%
LYV
53
Live Your Vision
Pennsylvania
$494K +$5.88K +208 +1%
OAM
54
Occidental Asset Management
California
$485K
HA
55
Harborview Advisors
Maine
$483K +$9.27K +328 +2%
CB
56
Chemical Bank
Michigan
$467K
BHWM
57
Bar Harbor Wealth Management
New Hampshire
$429K
HFS
58
HL Financial Services
Kentucky
$423K +$152K +5,396 +56%
First Trust Advisors
59
First Trust Advisors
Illinois
$419K -$99.3K -3,516 -19%
VAM
60
Visionary Asset Management
Texas
$395K +$396K +14,026 New
FC
61
Financial Consulate
Maryland
$391K +$2.94K +104 +0.8%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$388K -$28.3K -1,000 -7%
BA
63
Boston Advisors
Massachusetts
$387K +$124K +4,390 +47%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$383K +$49.5K +1,752 +15%
IA
65
IFP Advisors
Florida
$376K -$60.2K -2,130 -14%
AWM
66
Arbor Wealth Management
Florida
$374K +$452 +16 +0.1%
Stifel Financial
67
Stifel Financial
Missouri
$344K
AG
68
Advisor Group
Arizona
$331K +$42.9K +1,518 +15%
FAAS
69
First Allied Advisory Services
California
$321K +$2.03K +72 +0.6%
HWA
70
HCR Wealth Advisors
California
$306K -$7.06K -250 -2%
F
71
F3Logic
Minnesota
$305K +$396 +14 +0.1%
OC
72
Oarsman Capital
Wisconsin
$299K +$57 +2 +0%
JP Morgan Chase
73
JP Morgan Chase
New York
$291K
AL
74
Aspiriant LLC
California
$276K
CWS
75
Cypress Wealth Services
California
$266K -$19.3K -682 -7%

HYMB Hedge Fund Activity: Q3 2018 in Review

125 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q3 2018, worth a combined $234M — up 4.3% from $224M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of HYMB and 14 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 46 added.

The largest buyer was Raymond James & Associates, adding an estimated $4.72M. The largest seller was Pinkerton Retirement Specialists, cutting an estimated $3.78M.

  • 125 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q3 2018, down from 126 in Q2 2018.
  • Funds reported $234M of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q3 2018, up 4.3% quarter-over-quarter.
  • 14 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q3 2018 and 15 closed out, a net change of -1 holder.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q3 2018 was Raymond James & Associates, an estimated $4.72M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q3 2018 was Pinkerton Retirement Specialists, an estimated $3.78M sold.

Based on aggregated 13F filings for Q3 2018.