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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

134 hedge funds and large institutions have $362M invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 45 increasing their positions, 33 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more capital invested

Capital invested by funds: $234M → $362M (+$128M)

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

36% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 33

17.85% more ownership

Funds ownership: 87.95%105.8% (+18%)

7% more funds holding

Funds holding: 125134 (+9)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
134
Holders Change
+9
Holders Change %
+7.2%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
31
Increased
45
Reduced
33
Closed
21
Calls
$213K
Puts
Net Calls
+$213K
Net Calls Change
+$213K
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$657K +$439K +15,770 +206%
Creative Planning
52
Creative Planning
Kansas
$654K
GCP
53
Gill Capital Partners
Colorado
$572K +$539K +19,366 New
RIA
54
Regal Investment Advisors
Michigan
$566K -$113K -4,074 -17%
NEIRG
55
New England Investment & Retirement Group
Massachusetts
$561K
Loomis, Sayles & Company
56
Loomis, Sayles & Company
Massachusetts
$561K +$556K +20,000 New
GCA
57
Gradient Capital Advisors
California
$551K
AFP
58
Ausdal Financial Partners
Iowa
$513K -$59.2K -2,130 -10%
BCP
59
Blue Chip Partners
Michigan
$505K +$501K +18,000 New
F
60
F3Logic
Minnesota
$497K +$190K +6,840 +63%
OAM
61
Occidental Asset Management
California
$484K
HFS
62
HL Financial Services
Kentucky
$482K +$59.2K +2,128 +14%
LYV
63
Live Your Vision
Pennsylvania
$469K -$19K -684 -4%
CB
64
Chemical Bank
Michigan
$430K -$35.3K -1,270 -8%
BHWM
65
Bar Harbor Wealth Management
New Hampshire
$428K
HA
66
Harborview Advisors
Maine
$426K -$54.4K -1,956 -11%
AG
67
Advisor Group
Arizona
$422K +$91.4K +3,286 +28%
First Trust Advisors
68
First Trust Advisors
Illinois
$409K -$9.35K -336 -2%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$402K +$19.5K +702 +5%
FC
70
Financial Consulate
Maryland
$388K -$834 -30 -0.2%
BOPW
71
Brandywine Oak Private Wealth
Pennsylvania
$382K +$380K +13,648 New
CAL
72
Capital Advisors Ltd
Ohio
$377K +$300K +10,800 +409%
CCM
73
Coldstream Capital Management
Washington
$376K -$164K -5,912 -31%
MML Investors Services
74
MML Investors Services
Massachusetts
$357K +$354K +12,730 New
WAP
75
Wealthcare Advisory Partners
Pennsylvania
$349K +$263K +9,458 +315%

HYMB Hedge Fund Activity: Q4 2018 in Review

134 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q4 2018, worth a combined $362M — up 55% from $234M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new HYMB positions and 21 closed out — a net gain of 10 holders — while 45 added to existing stakes and 33 trimmed.

The largest buyer was Bank of America, adding an estimated $43.1M. The largest seller was Jane Street, exiting entirely with an estimated $5.89M sold.

  • 134 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q4 2018, up from 125 in Q3 2018.
  • Funds reported $362M of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q4 2018, up 55% quarter-over-quarter.
  • 31 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q4 2018 and 21 closed out, a net change of +10 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q4 2018 was Bank of America, an estimated $43.1M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q4 2018 was Jane Street, an estimated $5.89M sold.

Based on aggregated 13F filings for Q4 2018.