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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

173 hedge funds and large institutions have $498M invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 68 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 9

143% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 28

31% more capital invested

Capital invested by funds: $379M → $498M (+$118M)

24% more funds holding

Funds holding: 140173 (+33)

10.58% more ownership

Funds ownership: 85.19%95.77% (+11%)

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: $472K

Holders
173
Holders Change
+33
Holders Change %
+23.57%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
44
Increased
68
Reduced
28
Closed
9
Calls
Puts
$472K
Net Calls
-$472K
Net Calls Change
-$223K
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$1.2M -$163K -5,530 -12%
TIA
52
Traphagen Investment Advisors
New Jersey
$1.14M +$177K +5,986 +18%
Stifel Financial
53
Stifel Financial
Missouri
$1.12M -$395K -13,398 -26%
FMP
54
Financial Management Professionals
Texas
$1.11M -$84.5K -2,864 -7%
AWM
55
AE Wealth Management
Kansas
$1.1M -$4.36M -147,582 -80%
CT
56
Caldwell Trust
Florida
$1.05M +$1.05M +35,720 New
KL
57
KWMG LLC
Kansas
$984K +$55.1K +1,868 +6%
MIM
58
Moseley Investment Management
Florida
$962K -$30.5K -1,034 -3%
CCA
59
Clearwater Capital Advisors
Illinois
$943K -$323K -10,954 -26%
LNC
60
Lincoln National Corp
Pennsylvania
$931K +$19.8K +670 +2%
RCA
61
Reitz Capital Advisors
Michigan
$905K -$9.8K -332 -1%
AFP
62
Ausdal Financial Partners
Iowa
$866K +$142K +4,826 +20%
FAM
63
Foothills Asset Management
Arizona
$824K +$57.8K +1,960 +8%
SPC
64
Sigma Planning Corp
Michigan
$815K +$215K +7,300 +36%
TCBWMS
65
Texas Capital Bank Wealth Management Services
Texas
$815K +$815K +27,614 New
Principal Financial Group
66
Principal Financial Group
Iowa
$807K -$258K -8,736 -24%
FA
67
FC Advisory
Pennsylvania
$769K +$3.54K +120 +0.5%
CA
68
Calton & Associates
Florida
$729K +$427K +14,454 +141%
AI
69
AdvisorShares Investments
Maryland
$702K +$703K +23,806 New
AI
70
Atria Investments
North Carolina
$698K +$218K +7,380 +45%
GIM
71
Greenwich Investment Management
Connecticut
$698K +$698K +23,650 New
Creative Planning
72
Creative Planning
Kansas
$682K -$49.3K -1,670 -7%
LWAC
73
Laurel Wealth Advisors (California)
California
$680K +$681K +23,060 New
FAAS
74
First Allied Advisory Services
California
$673K +$236K +8,000 +54%
BRC
75
BHF RG Capital
Arizona
$670K +$671K +22,724 New

HYMB Hedge Fund Activity: Q4 2019 in Review

173 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q4 2019, worth a combined $498M — up 31% from $379M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new HYMB positions and 9 closed out — a net gain of 35 holders — while 68 added to existing stakes and 28 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $37.9M. The largest seller was Trilogy Capital, exiting entirely with an estimated $6.06M sold.

  • 173 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q4 2019, up from 140 in Q3 2019.
  • Funds reported $498M of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q4 2019, up 31% quarter-over-quarter.
  • 44 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q4 2019 and 9 closed out, a net change of +35 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q4 2019 was Goldman Sachs, an estimated $37.9M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q4 2019 was Trilogy Capital, an estimated $6.06M sold.

Based on aggregated 13F filings for Q4 2019.