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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

173 hedge funds and large institutions have $498M invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 68 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 9

143% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 28

31% more capital invested

Capital invested by funds: $379M → $498M (+$118M)

24% more funds holding

Funds holding: 140173 (+33)

10.58% more ownership

Funds ownership: 85.19%95.77% (+11%)

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: $472K

Holders
173
Holders Change
+33
Holders Change %
+23.57%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
44
Increased
68
Reduced
28
Closed
9
Calls
Puts
$472K
Net Calls
-$472K
Net Calls Change
-$223K
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
76
Strategic Financial Partners
Oregon
$658K +$658K +22,300 New
PCWA
77
Pacific Capital Wealth Advisors
California
$625K +$626K +21,200 New
TNB
78
TCF National Bank
South Dakota
$618K +$26K +880 +4%
RIA
79
Regal Investment Advisors
Michigan
$603K -$2.42K -82 -0.4%
BCP
80
Blue Chip Partners
Michigan
$600K +$7.5K +254 +1%
RSWM
81
Robertson Stephens Wealth Management
California
$598K
Loomis, Sayles & Company
82
Loomis, Sayles & Company
Massachusetts
$590K
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$589K +$122K +4,118 +26%
GCA
84
Gradient Capital Advisors
California
$579K
WAP
85
Wealthcare Advisory Partners
Pennsylvania
$567K +$36.1K +1,222 +7%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$536K +$536K +18,148 New
CRCM
87
Corbett Road Capital Management
Virginia
$531K +$531K +17,998 New
OAM
88
Occidental Asset Management
California
$509K
GFS
89
GYL Financial Synergies
Connecticut
$501K +$501K +16,990 New
JP Morgan Chase
90
JP Morgan Chase
New York
$478K +$59K +2,000 +14%
BHWM
91
Bar Harbor Wealth Management
New Hampshire
$450K
SSWM
92
Sheets Smith Wealth Management
North Carolina
$422K +$80.4K +2,726 +24%
BAM
93
Baldrige Asset Management
Pennsylvania
$417K
CWS
94
Cypress Wealth Services
California
$414K +$236 +8 +0.1%
TFA
95
Teamwork Financial Advisors
Texas
$403K +$403K +13,652 New
BOPW
96
Brandywine Oak Private Wealth
Pennsylvania
$402K
GP
97
Girard Partners
Pennsylvania
$383K +$49.9K +1,692 +15%
RA
98
Riversedge Advisors
Delaware
$366K +$6.96K +236 +2%
UCFA
99
United Capital Financial Advisors
Texas
$351K -$249K -8,442 -42%
EFL
100
ERn Financial LLC
Wisconsin
$350K +$32K +1,084 +10%

HYMB Hedge Fund Activity: Q4 2019 in Review

173 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q4 2019, worth a combined $498M — up 31% from $379M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new HYMB positions and 9 closed out — a net gain of 35 holders — while 68 added to existing stakes and 28 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $37.9M. The largest seller was Trilogy Capital, exiting entirely with an estimated $6.06M sold.

  • 173 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q4 2019, up from 140 in Q3 2019.
  • Funds reported $498M of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q4 2019, up 31% quarter-over-quarter.
  • 44 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q4 2019 and 9 closed out, a net change of +35 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q4 2019 was Goldman Sachs, an estimated $37.9M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q4 2019 was Trilogy Capital, an estimated $6.06M sold.

Based on aggregated 13F filings for Q4 2019.