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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

140 hedge funds and large institutions have $379M invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 25 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 25

10% more capital invested

Capital invested by funds: $344M → $379M (+$35M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less funds holding

Funds holding: 148140 (-8)

6.31% less ownership

Funds ownership: 91.5%85.19% (-6.3%)

29% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 21

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $249K

Holders
140
Holders Change
-8
Holders Change %
-5.41%
% of All Funds
3.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
64
Reduced
25
Closed
21
Calls
Puts
$249K
Net Calls
-$249K
Net Calls Change
+$803K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$1.03M +$337K +11,452 +49%
MIM
52
Moseley Investment Management
Florida
$999K +$2.3K +78 +0.2%
TIA
53
Traphagen Investment Advisors
New Jersey
$966K +$176K +5,970 +22%
KL
54
KWMG LLC
Kansas
$935K +$3.3K +112 +0.4%
RCA
55
Reitz Capital Advisors
Michigan
$920K +$19.2K +650 +2%
LNC
56
Lincoln National Corp
Pennsylvania
$917K +$8.66K +294 +1%
FAM
57
Foothills Asset Management
Arizona
$771K +$22K +748 +3%
FA
58
FC Advisory
Pennsylvania
$762K -$5.42K -184 -0.7%
Creative Planning
59
Creative Planning
Kansas
$735K +$16.4K +558 +2%
AFP
60
Ausdal Financial Partners
Iowa
$710K +$4.01K +136 +0.6%
Mariner
61
Mariner
Kansas
$628K +$117K +3,962 +23%
RIA
62
Regal Investment Advisors
Michigan
$609K +$11.7K +398 +2%
UCFA
63
United Capital Financial Advisors
Texas
$603K +$138K +4,692 +30%
SPC
64
Sigma Planning Corp
Michigan
$603K +$599K +20,322 New
RSWM
65
Robertson Stephens Wealth Management
California
$602K +$597K +20,276 New
BCP
66
Blue Chip Partners
Michigan
$597K +$5.89K +200 +1%
TNB
67
TCF National Bank
South Dakota
$596K +$592K +20,082 New
CS
68
Credit Suisse
Switzerland
$594K -$2.36M -80,000 -80%
Loomis, Sayles & Company
69
Loomis, Sayles & Company
Massachusetts
$594K
GCA
70
Gradient Capital Advisors
California
$583K
BA
71
Boston Advisors
Massachusetts
$572K +$249K +8,458 +78%
WAP
72
Wealthcare Advisory Partners
Pennsylvania
$534K +$29.8K +1,010 +6%
OAM
73
Occidental Asset Management
California
$512K
AI
74
Atria Investments
North Carolina
$483K -$43.9K -1,490 -8%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$470K -$43.7K -1,484 -9%

HYMB Hedge Fund Activity: Q3 2019 in Review

140 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q3 2019, worth a combined $379M — up 10% from $344M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of HYMB and 15 opened new positions — a net loss of 6 holders — while 25 trimmed existing stakes and 64 added.

The largest buyer was Fidelity Investments, adding an estimated $15.9M. The largest seller was Citadel Advisors, cutting an estimated $10.9M.

  • 140 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q3 2019, down from 148 in Q2 2019.
  • Funds reported $379M of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q3 2019, up 10% quarter-over-quarter.
  • 15 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q3 2019 and 21 closed out, a net change of -6 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q3 2019 was Fidelity Investments, an estimated $15.9M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q3 2019 was Citadel Advisors, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2019.