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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

127 hedge funds and large institutions have $215M invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

1% more funds holding

Funds holding: 126127 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.96% less ownership

Funds ownership: 92.67%87.72% (-5%)

13% less capital invested

Capital invested by funds: $249M → $215M (-$33.4M)

16% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 43

Holders
127
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
2.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
36
Reduced
43
Closed
16
Calls
$212K
Puts
Net Calls
+$212K
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$274K -$5.55K -200 -2%
AL
77
Aspiriant LLC
California
$274K +$272K +9,814 New
GWA
78
Guidant Wealth Advisors
Illinois
$264K
BA
79
Boston Advisors
Massachusetts
$259K +$258K +9,284 New
SEI Investments
80
SEI Investments
Pennsylvania
$252K -$1.36M -49,048 -84%
WLIM
81
White Lighthouse Investment Management
Massachusetts
$251K
UCFA
82
United Capital Financial Advisors
Texas
$251K +$1.83K +66 +0.7%
SS
83
Simplicity Solutions
Minnesota
$245K +$55 +2 +0%
SHCM
84
Stokes & Hubbell Capital Management
Louisiana
$244K -$159K -5,736 -40%
HFS
85
HL Financial Services
Kentucky
$232K +$22.7K +820 +11%
CG
86
Colony Group
Massachusetts
$231K -$36.9K -1,330 -14%
PAG
87
Private Advisor Group
New Jersey
$228K -$356K -12,820 -61%
BFG
88
Bouchey Financial Group
New York
$225K -$1.86M -67,052 -89%
BTNA
89
Bremer Trust National Association
Minnesota
$223K
ACM
90
AlphaStar Capital Management
North Carolina
$219K +$1.44K +52 +0.7%
GP
91
Girard Partners
Pennsylvania
$210K +$209K +7,540 New
SWP
92
Stratos Wealth Partners
Ohio
$208K -$48.9K -1,764 -19%
LFAS
93
Level Four Advisory Services
Texas
$203K
SWM
94
SeaCrest Wealth Management
New York
$194K
JCM
95
Jacobi Capital Management
Pennsylvania
$167K
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$154K -$21.6K -778 -12%
CFG
97
Citizens Financial Group
Rhode Island
$147K +$49.4K +1,780 +51%
LTFS
98
Ladenburg Thalmann Financial Services
Florida
$123K -$60K -2,164 -33%
APP
99
Avantax Planning Partners
Iowa
$109K +$109K +3,912 New
JA
100
JOYN Advisors
Georgia
$108K +$108K +3,884 New

HYMB Hedge Fund Activity: Q1 2018 in Review

127 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q1 2018, worth a combined $215M — down 13% from $249M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HYMB positions and 16 closed out — a net gain of 1 holder — while 36 added to existing stakes and 43 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $4.14M. The largest seller was Bank of America, cutting an estimated $15.3M.

  • 127 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q1 2018, up from 126 in Q4 2017.
  • Funds reported $215M of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q1 2018, down 13% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q1 2018 and 16 closed out, a net change of +1 holder.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q1 2018 was Fidelity Investments, an estimated $4.14M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q1 2018 was Bank of America, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2018.