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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

148 hedge funds and large institutions have $344M invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 54 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 29

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

8% more capital invested

Capital invested by funds: $319M → $344M (+$25M)

6.66% more ownership

Funds ownership: 84.84%91.5% (+6.7%)

6% more funds holding

Funds holding: 140148 (+8)

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: $1.05M

Holders
148
Holders Change
+8
Holders Change %
+5.71%
% of All Funds
3.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
54
Reduced
29
Closed
17
Calls
Puts
$1.05M
Net Calls
-$1.05M
Net Calls Change
-$236K
Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
76
Brandywine Oak Private Wealth
Pennsylvania
$398K
First Trust Advisors
77
First Trust Advisors
Illinois
$381K -$33.3K -1,152 -8%
CWS
78
Cypress Wealth Services
California
$368K +$3.99K +138 +1%
RA
79
Riversedge Advisors
Delaware
$363K +$352K +12,180 New
FAAS
80
First Allied Advisory Services
California
$346K +$39.9K +1,382 +13%
NEIRG
81
New England Investment & Retirement Group
Massachusetts
$345K -$86K -2,974 -20%
IFAM
82
Institutional & Family Asset Management
Colorado
$341K
SSWM
83
Sheets Smith Wealth Management
North Carolina
$327K +$636 +22 +0.2%
MML Investors Services
84
MML Investors Services
Massachusetts
$316K +$9.31K +322 +3%
BA
85
Boston Advisors
Massachusetts
$316K +$79.3K +2,744 +34%
EFL
86
ERn Financial LLC
Wisconsin
$315K +$312K +10,788 New
CCM
87
Coldstream Capital Management
Washington
$311K +$231 +8 +0.1%
PFS
88
Prospera Financial Services
Texas
$309K +$2.77K +96 +0.9%
HWA
89
HCR Wealth Advisors
California
$299K
GP
90
Girard Partners
Pennsylvania
$291K +$36.7K +1,268 +15%
JP Morgan Chase
91
JP Morgan Chase
New York
$289K -$31K -1,072 -10%
AL
92
Aspiriant LLC
California
$287K
OC
93
Oarsman Capital
Wisconsin
$284K +$58 +2 +0%
MMA
94
Miracle Mile Advisors
California
$279K +$276K +9,550 New
BDF
95
Black Diamond Financial
Maryland
$272K
WLIM
96
White Lighthouse Investment Management
Massachusetts
$263K
F
97
F3Logic
Minnesota
$254K -$82.4K -2,850 -25%
SS
98
Simplicity Solutions
Minnesota
$250K +$248K +8,564 New
CFG
99
Citizens Financial Group
Rhode Island
$249K +$34.7K +1,200 +16%
BWM
100
BerganKDV Wealth Management
Minnesota
$247K +$67.2K +2,324 +38%

HYMB Hedge Fund Activity: Q2 2019 in Review

148 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q2 2019, worth a combined $344M — up 7.8% from $319M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new HYMB positions and 17 closed out — a net gain of 13 holders — while 54 added to existing stakes and 29 trimmed.

The largest buyer was Hanlon Investment Management, opening a new position worth an estimated $29.7M. The largest seller was CMC Financial Group, exiting entirely with an estimated $21.9M sold.

  • 148 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q2 2019, up from 140 in Q1 2019.
  • Funds reported $344M of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q2 2019, up 7.8% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q2 2019 and 17 closed out, a net change of +13 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q2 2019 was Hanlon Investment Management, an estimated $29.7M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q2 2019 was CMC Financial Group, an estimated $21.9M sold.

Based on aggregated 13F filings for Q2 2019.