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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB

125 hedge funds and large institutions have $234M invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 32

1.66% more ownership

Funds ownership: 86.29% → 87.95% (+1.7%)

4% more capital invested

Capital invested by funds: $224M → $234M (+$9.57M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1% less funds holding

Funds holding: 126 → 125 (-1)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

Holders
125
Holders Change
-1
Holders Change %
-0.79%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
46
Reduced
32
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$4.72M
2
Goldman Sachs
Goldman Sachs
New York
+$4.09M
3
Bank of America
Bank of America
North Carolina
+$2.41M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.05M
5
FTUS
Flow Traders U.S.
New York
+$1.8M

Top Sellers

Rank Fund Capital Flow
1
PRS
Pinkerton Retirement Specialists
Idaho
-$3.78M
2
AIS
Accurate Investment Solutions
Pennsylvania
-$3.5M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.14M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.83M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$509K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
76
Guidant Wealth Advisors
Illinois
$265K – – –
CPO
77
Cerity Partners OCIO
New York
$263K -$58.5K -2,072 -18%
SSWM
78
Sheets Smith Wealth Management
North Carolina
$260K +$261K +9,240 New
TSS
79
Two Sigma Securities
New York
$256K +$257K +9,110 New
UCFA
80
United Capital Financial Advisors
Texas
$254K +$2.32K +82 +0.9%
WLIM
81
White Lighthouse Investment Management
Massachusetts
$253K – – –
SS
82
Simplicity Solutions
Minnesota
$245K -$17.9K -632 -7%
LTFS
83
Ladenburg Thalmann Financial Services
Florida
$240K +$116K +4,112 +93%
BWM
84
BerganKDV Wealth Management
Minnesota
$237K -$80K -2,832 -25%
SGCA
85
Steel Grove Capital Advisors
Tennessee
$233K +$226 +8 +0.1%
GP
86
Girard Partners
Pennsylvania
$229K +$5.2K +184 +2%
CG
87
Colony Group
Massachusetts
$227K -$5.65K -200 -2%
BTNA
88
Bremer Trust National Association
Minnesota
$225K – – –
Baird Financial Group
89
Baird Financial Group
Wisconsin
$215K +$216K +7,652 New
LFAS
90
Level Four Advisory Services
Texas
$209K +$210K +7,436 New
CFG
91
Citizens Financial Group
Rhode Island
$206K – – –
GTAM
92
Global Trust Asset Management
Florida
$186K +$187K +6,612 New
SWP
93
Stratos Wealth Partners
Ohio
$179K +$179K +6,348 New
JCM
94
Jacobi Capital Management
Pennsylvania
$169K – – –
SWM
95
SeaCrest Wealth Management
New York
$149K – – –
ASN
96
Advisory Services Network
Georgia
$124K -$3.28K -116 -3%
SEI Investments
97
SEI Investments
Pennsylvania
$120K -$37.7K -1,334 -24%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$119K +$5.93K +210 +5%
FHA
99
Flagship Harbor Advisors
Massachusetts
$117K – – –
JA
100
JOYN Advisors
Georgia
$109K – – –
2 3
4
5 6

HYMB Hedge Fund Activity: Q3 2018 in Review

125 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q3 2018, worth a combined $234M — up 4.3% from $224M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of HYMB and 14 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 46 added.

The largest buyer was Raymond James & Associates, adding an estimated $4.72M. The largest seller was Pinkerton Retirement Specialists, cutting an estimated $3.78M.

  • 125 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q3 2018, down from 126 in Q2 2018.
  • Funds reported $234M of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q3 2018, up 4.3% quarter-over-quarter.
  • 14 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q3 2018 and 15 closed out, a net change of -1 holder.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q3 2018 was Raymond James & Associates, an estimated $4.72M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q3 2018 was Pinkerton Retirement Specialists, an estimated $3.78M sold.

Based on aggregated 13F filings for Q3 2018.