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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

134 hedge funds and large institutions have $362M invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 45 increasing their positions, 33 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more capital invested

Capital invested by funds: $234M → $362M (+$128M)

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

36% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 33

17.85% more ownership

Funds ownership: 87.95%105.8% (+18%)

7% more funds holding

Funds holding: 125134 (+9)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
134
Holders Change
+9
Holders Change %
+7.2%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
31
Increased
45
Reduced
33
Closed
21
Calls
$213K
Puts
Net Calls
+$213K
Net Calls Change
+$213K
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
76
United Capital Financial Advisors
Texas
$312K +$58.5K +2,104 +23%
JP Morgan Chase
77
JP Morgan Chase
New York
$308K +$17.8K +640 +6%
CWS
78
Cypress Wealth Services
California
$306K +$40K +1,440 +15%
SSWM
79
Sheets Smith Wealth Management
North Carolina
$299K +$39.7K +1,426 +15%
HWA
80
HCR Wealth Advisors
California
$298K -$11.1K -400 -4%
Mariner
81
Mariner
Kansas
$282K +$280K +10,056 New
MWA
82
Martel Wealth Advisors
Washington
$279K +$276K +9,936 New
AL
83
Aspiriant LLC
California
$275K
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$273K -$112K -4,044 -29%
OC
85
Oarsman Capital
Wisconsin
$273K -$24.9K -896 -8%
BDF
86
Black Diamond Financial
Maryland
$261K +$259K +9,320 New
BA
87
Boston Advisors
Massachusetts
$252K -$133K -4,782 -35%
WLIM
88
White Lighthouse Investment Management
Massachusetts
$252K
GP
89
Girard Partners
Pennsylvania
$240K +$12K +432 +5%
SFC
90
SYM Financial Corp
Indiana
$239K +$237K +8,532 New
BTNA
91
Bremer Trust National Association
Minnesota
$225K
PFG
92
Piershale Financial Group
Illinois
$212K -$1.21M -43,622 -85%
LFAS
93
Level Four Advisory Services
Texas
$209K
GWA
94
Guidant Wealth Advisors
Illinois
$208K -$57.6K -2,070 -22%
CFG
95
Citizens Financial Group
Rhode Island
$205K
GVAG
96
Great Valley Advisor Group
Delaware
$203K +$201K +7,244 New
CA
97
Continuum Advisory
Idaho
$200K +$199K +7,148 New
CAL
98
Capital Analysts LLC
Pennsylvania
$198K +$197K +7,078 New
IA
99
IFP Advisors
Florida
$176K -$197K -7,098 -53%
JCM
100
Jacobi Capital Management
Pennsylvania
$168K

HYMB Hedge Fund Activity: Q4 2018 in Review

134 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q4 2018, worth a combined $362M — up 55% from $234M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new HYMB positions and 21 closed out — a net gain of 10 holders — while 45 added to existing stakes and 33 trimmed.

The largest buyer was Bank of America, adding an estimated $43.1M. The largest seller was Jane Street, exiting entirely with an estimated $5.89M sold.

  • 134 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q4 2018, up from 125 in Q3 2018.
  • Funds reported $362M of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q4 2018, up 55% quarter-over-quarter.
  • 31 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q4 2018 and 21 closed out, a net change of +10 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q4 2018 was Bank of America, an estimated $43.1M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q4 2018 was Jane Street, an estimated $5.89M sold.

Based on aggregated 13F filings for Q4 2018.