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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

148 hedge funds and large institutions have $344M invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 54 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 29

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

8% more capital invested

Capital invested by funds: $319M → $344M (+$25M)

6.66% more ownership

Funds ownership: 84.84%91.5% (+6.7%)

6% more funds holding

Funds holding: 140148 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.05M

Holders
148
Holders Change
+8
Holders Change %
+5.71%
% of All Funds
3.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
54
Reduced
29
Closed
17
Calls
Puts
$1.05M
Net Calls
-$1.05M
Net Calls Change
-$236K
Name Holding Trade Value Shares
Change
Change in
Stake
KL
51
KWMG LLC
Kansas
$917K +$34.3K +1,188 +4%
LNC
52
Lincoln National Corp
Pennsylvania
$894K +$1.62K +56 +0.2%
RCA
53
Reitz Capital Advisors
Michigan
$887K +$58 +2 +0%
AWE
54
Avidian Wealth Enterprises
Texas
$887K +$429K +14,846 +96%
TIA
55
Traphagen Investment Advisors
New Jersey
$776K +$59K +2,040 +8%
FA
56
FC Advisory
Pennsylvania
$758K +$1.16K +40 +0.2%
FAM
57
Foothills Asset Management
Arizona
$737K +$37.1K +1,282 +5%
Creative Planning
58
Creative Planning
Kansas
$708K +$31.4K +1,088 +5%
TC
59
TownSquare Capital
Utah
$705K -$18.3K -632 -3%
AFP
60
Ausdal Financial Partners
Iowa
$697K +$107K +3,712 +19%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$684K +$114K +3,938 +20%
RIA
62
Regal Investment Advisors
Michigan
$588K -$1.08M -37,500 -65%
Loomis, Sayles & Company
63
Loomis, Sayles & Company
Massachusetts
$585K
BCP
64
Blue Chip Partners
Michigan
$582K
GCA
65
Gradient Capital Advisors
California
$574K
CB
66
Chemical Bank
Michigan
$551K +$96.6K +3,342 +22%
AI
67
Atria Investments
North Carolina
$527K +$514K +17,768 New
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$506K +$40.4K +1,396 +9%
OAM
69
Occidental Asset Management
California
$504K
Mariner
70
Mariner
Kansas
$503K +$32.2K +1,114 +7%
WAP
71
Wealthcare Advisory Partners
Pennsylvania
$496K +$43.2K +1,496 +10%
TCB
72
Texas Capital Bancshares
Texas
$481K +$476K +16,466 New
UCFA
73
United Capital Financial Advisors
Texas
$457K +$160K +5,524 +55%
BHWM
74
Bar Harbor Wealth Management
New Hampshire
$446K
BAM
75
Baldrige Asset Management
Pennsylvania
$413K

HYMB Hedge Fund Activity: Q2 2019 in Review

148 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q2 2019, worth a combined $344M — up 7.8% from $319M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new HYMB positions and 17 closed out — a net gain of 13 holders — while 54 added to existing stakes and 29 trimmed.

The largest buyer was Hanlon Investment Management, opening a new position worth an estimated $29.7M. The largest seller was CMC Financial Group, exiting entirely with an estimated $21.9M sold.

  • 148 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q2 2019, up from 140 in Q1 2019.
  • Funds reported $344M of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q2 2019, up 7.8% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q2 2019 and 17 closed out, a net change of +13 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q2 2019 was Hanlon Investment Management, an estimated $29.7M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q2 2019 was CMC Financial Group, an estimated $21.9M sold.

Based on aggregated 13F filings for Q2 2019.