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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

134 hedge funds and large institutions have $362M invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 45 increasing their positions, 33 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more capital invested

Capital invested by funds: $234M → $362M (+$128M)

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

36% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 33

17.85% more ownership

Funds ownership: 87.95%105.8% (+18%)

7% more funds holding

Funds holding: 125134 (+9)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
134
Holders Change
+9
Holders Change %
+7.2%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
31
Increased
45
Reduced
33
Closed
21
Calls
$213K
Puts
Net Calls
+$213K
Net Calls Change
+$213K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
SeaCrest Wealth Management
New York
$148K
ASN
102
Advisory Services Network
Georgia
$122K -$1.22K -44 -1%
FHA
103
Flagship Harbor Advisors
Massachusetts
$117K
BWM
104
BerganKDV Wealth Management
Minnesota
$114K -$122K -4,376 -52%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$112K -$5.84K -210 -5%
JA
106
JOYN Advisors
Georgia
$109K
OIA
107
OneDigital Investment Advisors
Kansas
$100K +$99.3K +3,572 New
AIC
108
Ameritas Investment Company
Nebraska
$77K +$76.9K +2,764 New
SBL
109
Sargent Bickham Lagudis
Colorado
$50K
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$41K
RFC
111
Regions Financial Corp
Alabama
$40K -$10K -360 -20%
SFA
112
Semmax Financial Advisors
North Carolina
$33K +$33K +1,186 New
PFGIA
113
Patriot Financial Group Insurance Agency
Massachusetts
$32K +$10.6K +380 +51%
RWA
114
River Wealth Advisors
Pennsylvania
$20K
W
115
WealthOne
New York
$18K +$18.1K +650 New
AIS
116
Accurate Investment Solutions
Pennsylvania
$16K -$1.74M -62,630 -99%
CIAS
117
Capital Investment Advisory Services
North Carolina
$16K +$15.6K +560 New
IAS
118
IMA Advisory Services
Colorado
$11K
NFG
119
Next Financial Group
Texas
$10K +$10K +360 New
GWM
120
Geneos Wealth Management
Colorado
$9K
GWMIA
121
Global Wealth Management Investment Advisory
Florida
$7K +$6.67K +240 New
AIP
122
Ameritas Investment Partners
Nebraska
$6K -$2.23K -80 -26%
ACS
123
Archford Capital Strategies
Illinois
$6K
TC
124
Trust Company
Kansas
$6K +$5.56K +200 New
BHWM
125
Bay Harbor Wealth Management
Maryland
$5K +$4.84K +174 New

HYMB Hedge Fund Activity: Q4 2018 in Review

134 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q4 2018, worth a combined $362M — up 55% from $234M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new HYMB positions and 21 closed out — a net gain of 10 holders — while 45 added to existing stakes and 33 trimmed.

The largest buyer was Bank of America, adding an estimated $43.1M. The largest seller was Jane Street, exiting entirely with an estimated $5.89M sold.

  • 134 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q4 2018, up from 125 in Q3 2018.
  • Funds reported $362M of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q4 2018, up 55% quarter-over-quarter.
  • 31 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q4 2018 and 21 closed out, a net change of +10 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q4 2018 was Bank of America, an estimated $43.1M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q4 2018 was Jane Street, an estimated $5.89M sold.

Based on aggregated 13F filings for Q4 2018.