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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

140 hedge funds and large institutions have $379M invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 25 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 25

10% more capital invested

Capital invested by funds: $344M → $379M (+$35M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less funds holding

Funds holding: 148140 (-8)

6.31% less ownership

Funds ownership: 91.5%85.19% (-6.3%)

29% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 21

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $249K

Holders
140
Holders Change
-8
Holders Change %
-5.41%
% of All Funds
3.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
64
Reduced
25
Closed
21
Calls
Puts
$249K
Net Calls
-$249K
Net Calls Change
+$803K
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
76
Bar Harbor Wealth Management
New Hampshire
$453K
FAAS
77
First Allied Advisory Services
California
$438K +$86.8K +2,946 +25%
JP Morgan Chase
78
JP Morgan Chase
New York
$422K +$127K +4,300 +43%
BAM
79
Baldrige Asset Management
Pennsylvania
$419K
CWS
80
Cypress Wealth Services
California
$417K +$42.7K +1,448 +11%
BOPW
81
Brandywine Oak Private Wealth
Pennsylvania
$405K
RA
82
Riversedge Advisors
Delaware
$363K
SFS
83
Sowell Financial Services
Arkansas
$352K +$349K +11,858 New
SSWM
84
Sheets Smith Wealth Management
North Carolina
$343K +$10.9K +370 +3%
GP
85
Girard Partners
Pennsylvania
$335K +$39.2K +1,330 +13%
First Trust Advisors
86
First Trust Advisors
Illinois
$327K -$59.2K -2,010 -15%
EFL
87
ERn Financial LLC
Wisconsin
$320K
CCM
88
Coldstream Capital Management
Washington
$316K
PFS
89
Prospera Financial Services
Texas
$316K +$2.71K +92 +0.9%
IA
90
IFP Advisors
Florida
$316K +$311K +10,570 New
CA
91
Calton & Associates
Florida
$304K +$302K +10,244 New
HWA
92
HCR Wealth Advisors
California
$303K
AL
93
Aspiriant LLC
California
$291K
ACM
94
AlphaStar Capital Management
North Carolina
$288K +$50.9K +1,726 +22%
MMA
95
Miracle Mile Advisors
California
$283K
BDF
96
Black Diamond Financial
Maryland
$277K
WLIM
97
White Lighthouse Investment Management
Massachusetts
$267K
CFG
98
Citizens Financial Group
Rhode Island
$253K
BWM
99
BerganKDV Wealth Management
Minnesota
$247K -$3.36K -114 -1%
MML Investors Services
100
MML Investors Services
Massachusetts
$238K -$82.1K -2,786 -26%

HYMB Hedge Fund Activity: Q3 2019 in Review

140 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q3 2019, worth a combined $379M — up 10% from $344M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of HYMB and 15 opened new positions — a net loss of 6 holders — while 25 trimmed existing stakes and 64 added.

The largest buyer was Fidelity Investments, adding an estimated $15.9M. The largest seller was Citadel Advisors, cutting an estimated $10.9M.

  • 140 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q3 2019, down from 148 in Q2 2019.
  • Funds reported $379M of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q3 2019, up 10% quarter-over-quarter.
  • 15 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q3 2019 and 21 closed out, a net change of -6 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q3 2019 was Fidelity Investments, an estimated $15.9M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q3 2019 was Citadel Advisors, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2019.