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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

127 hedge funds and large institutions have $215M invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

1% more funds holding

Funds holding: 126127 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.96% less ownership

Funds ownership: 92.67%87.72% (-5%)

13% less capital invested

Capital invested by funds: $249M → $215M (-$33.4M)

16% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 43

Holders
127
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
2.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
36
Reduced
43
Closed
16
Calls
$212K
Puts
Net Calls
+$212K
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
101
Tarbox Family Office
California
$87K
ASN
102
Advisory Services Network
Georgia
$78K +$77.6K +2,798 New
CAL
103
Capital Advisors Ltd
Ohio
$74K
SBL
104
Sargent Bickham Lagudis
Colorado
$60K -$6.16K -222 -9%
US Bancorp
105
US Bancorp
Minnesota
$56K -$9.38K -338 -14%
RWP
106
RWA Wealth Partners
Massachusetts
$56K +$55.5K +2,000 New
RFC
107
Regions Financial Corp
Alabama
$49K
SPIA
108
Steward Partners Investment Advisory
New York
$44K +$3.61K +130 +9%
FCAG
109
First Capital Advisors Group
New Jersey
$43K +$42.7K +1,540 New
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$40K
WAP
111
Wealthcare Advisory Partners
Pennsylvania
$28K
PFGIA
112
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$4.11K +148 +25%
PCM
113
Peak Capital Management
Colorado
$18K +$18.1K +652 New
PA
114
Parallel Advisors
California
$11K -$1.17K -42 -9%
GWM
115
Geneos Wealth Management
Colorado
$9K
AIP
116
Ameritas Investment Partners
Nebraska
$8K
CHP
117
Cable Hill Partners
Oregon
$8K +$4.22K +152 +107%
AF
118
Advisornet Financial
Minnesota
$6K
ACS
119
Archford Capital Strategies
Illinois
$6K +$5.55K +200 New
HFP
120
Holistic Financial Partners
Indiana
$4K
PCM
121
Prelude Capital Management
New York
$3K
MA
122
MCF Advisors
Kentucky
$3K +$3.38K +122 New
GI
123
Gradient Investments
Minnesota
$2K +$1.5K +54 New
CFD
124
Creative Financial Designs
Indiana
$1K
IWM
125
IHT Wealth Management
Illinois
$1K

HYMB Hedge Fund Activity: Q1 2018 in Review

127 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q1 2018, worth a combined $215M — down 13% from $249M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HYMB positions and 16 closed out — a net gain of 1 holder — while 36 added to existing stakes and 43 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $4.14M. The largest seller was Bank of America, cutting an estimated $15.3M.

  • 127 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q1 2018, up from 126 in Q4 2017.
  • Funds reported $215M of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q1 2018, down 13% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q1 2018 and 16 closed out, a net change of +1 holder.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q1 2018 was Fidelity Investments, an estimated $4.14M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q1 2018 was Bank of America, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2018.