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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

148 hedge funds and large institutions have $344M invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 54 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 29

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

8% more capital invested

Capital invested by funds: $319M → $344M (+$25M)

6.66% more ownership

Funds ownership: 84.84%91.5% (+6.7%)

6% more funds holding

Funds holding: 140148 (+8)

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: $1.05M

Holders
148
Holders Change
+8
Holders Change %
+5.71%
% of All Funds
3.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
54
Reduced
29
Closed
17
Calls
Puts
$1.05M
Net Calls
-$1.05M
Net Calls Change
-$236K
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
126
Global Retirement Partners
California
$32K +$31.5K +1,090 New
APA
127
American Portfolios Advisors
New York
$30.9K
AC
128
Avestar Capital
New York
$23K +$23.1K +800 New
BWM
129
Baystate Wealth Management
Massachusetts
$20K +$20.1K +694 New
RIA
130
Realta Investment Advisors
Delaware
$12K +$11.6K +400 New
IAS
131
IMA Advisory Services
Colorado
$11K
NFG
132
Next Financial Group
Texas
$11K +$10.4K +360 New
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$10K
AIP
134
Ameritas Investment Partners
Nebraska
$6K
ACS
135
Archford Capital Strategies
Illinois
$6K
TC
136
Trust Company
Kansas
$6K
SFA
137
Semmax Financial Advisors
North Carolina
$5K -$25.6K -886 -83%
TA
138
TCG Advisors
Texas
$4K -$1.45K -50 -25%
US Bancorp
139
US Bancorp
Minnesota
$4K
MA
140
MCF Advisors
Kentucky
$4K +$58 +2 +2%
LPWM
141
Lake Point Wealth Management
Texas
$3K
GFPC
142
Global Financial Private Capital
Florida
$3K +$2.72K +94 New
GWMIA
143
Global Wealth Management Investment Advisory
Florida
$1K -$1.45K -50 -66%
AF
144
Advisornet Financial
Minnesota
$1K
CFD
145
Creative Financial Designs
Indiana
$1K
CFG
146
CMC Financial Group
Georgia
-$21.9M -763,950 Closed
FC
147
Financial Consulate
Maryland
-$390K -13,588 Closed
PFG
148
Piershale Financial Group
Illinois
-$253K -8,794 Closed
WP
149
WealthSource Partners
California
-$234K -8,134 Closed
EC
150
Estate Counselors
Wisconsin
-$227K -7,900 Closed

HYMB Hedge Fund Activity: Q2 2019 in Review

148 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q2 2019, worth a combined $344M — up 7.8% from $319M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new HYMB positions and 17 closed out — a net gain of 13 holders — while 54 added to existing stakes and 29 trimmed.

The largest buyer was Hanlon Investment Management, opening a new position worth an estimated $29.7M. The largest seller was CMC Financial Group, exiting entirely with an estimated $21.9M sold.

  • 148 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q2 2019, up from 140 in Q1 2019.
  • Funds reported $344M of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q2 2019, up 7.8% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q2 2019 and 17 closed out, a net change of +13 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q2 2019 was Hanlon Investment Management, an estimated $29.7M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q2 2019 was CMC Financial Group, an estimated $21.9M sold.

Based on aggregated 13F filings for Q2 2019.