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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB

126 hedge funds and large institutions have $249M invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

11% more funds holding

Funds holding: 114 → 126 (+12)

1.99% less ownership

Funds ownership: 94.66% → 92.67% (-2%)

16% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 45

16% less capital invested

Capital invested by funds: $297M → $249M (-$48.6M)

75% less funds holding in top 10

Funds holding in top 10: 4 → 1 (-3)

Holders
126
Holders Change
+12
Holders Change %
+10.53%
% of All Funds
2.86%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
24
Increased
38
Reduced
45
Closed
12
Calls
$223K
Puts
–
Net Calls
+$223K
Net Calls Change
+$446K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$10.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.78M
3
RJA
Raymond James & Associates
Florida
+$3.36M
4
AWE
Avidian Wealth Enterprises
Texas
+$1.61M
5
BTS
BB&T Securities
Virginia
+$1.17M

Top Sellers

1
GC
Grimes & Company
Massachusetts
-$31.4M
2
SEI Investments
SEI Investments
Pennsylvania
-$8.89M
3
SGCA
Steel Grove Capital Advisors
Tennessee
-$5.87M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
101
Brinker Capital Investments
Pennsylvania
$101K +$101K +3,638 New
CFG
102
Citizens Financial Group
Rhode Island
$97K +$49.6K +1,780 +105%
AFNAS
103
American Financial Network Advisory Services
California
$93K – – –
TFO
104
Tarbox Family Office
California
$87K -$30K -1,076 -26%
CAL
105
Capital Advisors Ltd
Ohio
$74K – – –
SBL
106
Sargent Bickham Lagudis
Colorado
$66K -$19.3K -692 -23%
US Bancorp
107
US Bancorp
Minnesota
$65K +$3.96K +142 +6%
RFC
108
Regions Financial Corp
Alabama
$49K +$49.6K +1,780 New
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$40K – – –
SPIA
110
Steward Partners Investment Advisory
New York
$40K +$223 +8 +0.6%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$31K -$8.42K -302 -22%
WA
112
Winfield Associates
Ohio
$28K -$195K -7,000 -88%
WAP
113
Wealthcare Advisory Partners
Pennsylvania
$28K – – –
PFGIA
114
Patriot Financial Group Insurance Agency
Massachusetts
$16K +$167 +6 +1%
PA
115
Parallel Advisors
California
$12K – – –
GWM
116
Geneos Wealth Management
Colorado
$9K – – –
AF
117
Advisornet Financial
Minnesota
$6K +$5.58K +200 New
AIP
118
Ameritas Investment Partners
Nebraska
$5K – – –
CHP
119
Cable Hill Partners
Oregon
$4K -$4.01K -144 -50%
HFP
120
Holistic Financial Partners
Indiana
$4K +$3.9K +140 New
PCM
121
Prelude Capital Management
New York
$3K -$946K -33,924 -100%
AWE
122
Avidian Wealth Enterprises
Texas
$1.61K +$1.61M +57,772 New
CFD
123
Creative Financial Designs
Indiana
$1K -$3.46K -124 -71%
AIS
124
Accurate Investment Solutions
Pennsylvania
$1K – – –
IWM
125
IHT Wealth Management
Illinois
$1K +$669 +24 New
2 3 4
5
6

HYMB Hedge Fund Activity: Q4 2017 in Review

126 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q4 2017, worth a combined $249M — down 16% from $297M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HYMB positions and 12 closed out — a net gain of 12 holders — while 38 added to existing stakes and 45 trimmed.

The largest buyer was Bank of America, adding an estimated $10.6M. The largest seller was Grimes & Company, exiting entirely with an estimated $31.4M sold.

  • 126 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q4 2017, up from 114 in Q3 2017.
  • Funds reported $249M of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q4 2017, down 16% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q4 2017 and 12 closed out, a net change of +12 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q4 2017 was Bank of America, an estimated $10.6M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q4 2017 was Grimes & Company, an estimated $31.4M sold.

Based on aggregated 13F filings for Q4 2017.