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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

160 hedge funds and large institutions have $734M invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 44

3% less capital invested

Capital invested by funds: $758M → $734M (-$23.7M)

8% less call options, than puts

Call options by funds: $347K | Put options by funds: $378K

3% less funds holding

Funds holding: 165160 (-5)

5.11% less ownership

Funds ownership: 127.43%122.32% (-5.1%)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
160
Holders Change
-5
Holders Change %
-3.03%
% of All Funds
3.23%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
17
Increased
69
Reduced
44
Closed
20
Calls
$347K
Puts
$378K
Net Calls
-$31K
Net Calls Change
-$1.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
51
Renaissance Technologies
New York
$955K -$1.86M -65,200 -66%
MML Investors Services
52
MML Investors Services
Massachusetts
$940K +$68.9K +2,416 +8%
EWA
53
ERTS Wealth Advisors
Michigan
$855K +$461K +16,184 +117%
SS
54
Simplicity Solutions
Minnesota
$850K +$164K +5,752 +24%
CA
55
Calton & Associates
Florida
$843K +$37.2K +1,306 +5%
AFP
56
Ausdal Financial Partners
Iowa
$803K +$11K +386 +1%
FWP
57
FAS Wealth Partners
Kansas
$790K +$4.85K +170 +0.6%
RCA
58
Reitz Capital Advisors
Michigan
$781K +$511K +17,926 +188%
BCI
59
Brinker Capital Investments
Pennsylvania
$757K +$167K +5,854 +28%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$752K -$275K -9,662 -27%
CT
61
Caldwell Trust
Florida
$730K -$11.4K -400 -2%
PWM
62
Perigon Wealth Management
California
$727K +$400K +14,018 +121%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$724K +$726K +25,472 New
RJT
64
Raymond James Trust
Florida
$686K +$31.9K +1,120 +5%
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$672K -$36K -1,264 -5%
FA
66
FC Advisory
Pennsylvania
$612K +$114 +4 +0%
MWA
67
Martel Wealth Advisors
Washington
$598K -$2.45K -86 -0.4%
BCP
68
Blue Chip Partners
Michigan
$593K +$5.3K +186 +0.9%
TNB
69
TCF National Bank
South Dakota
$579K +$42.8K +1,502 +8%
GCA
70
Gradient Capital Advisors
California
$558K
GP
71
Girard Partners
Pennsylvania
$551K +$41.4K +1,452 +8%
RIA
72
Regal Investment Advisors
Michigan
$550K +$25.8K +906 +5%
GI
73
Gradient Investments
Minnesota
$538K +$180K +6,318 +50%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$533K -$9.98K -350 -2%
CCA
75
Clearwater Capital Advisors
Illinois
$525K -$85.4K -2,996 -14%

HYMB Hedge Fund Activity: Q3 2020 in Review

160 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q3 2020, worth a combined $734M — down 3.1% from $758M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of HYMB and 17 opened new positions — a net loss of 3 holders — while 44 trimmed existing stakes and 69 added.

The largest buyer was Fidelity Investments, adding an estimated $51.5M. The largest seller was FormulaFolio Investments, cutting an estimated $113M.

  • 160 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q3 2020, down from 165 in Q2 2020.
  • Funds reported $734M of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q3 2020, down 3.1% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q3 2020 and 20 closed out, a net change of -3 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q3 2020 was Fidelity Investments, an estimated $51.5M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q3 2020 was FormulaFolio Investments, an estimated $113M sold.

Based on aggregated 13F filings for Q3 2020.