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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB

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: 140 → 173 (+33)

10.58% more ownership

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

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (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

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$37.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$21.8M
3
M&T Bank
M&T Bank
New York
+$15.7M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$7.35M
5
Bank of America
Bank of America
North Carolina
+$6.31M

Top Sellers

Rank Fund Capital Flow
1
TC
Trilogy Capital
California
-$6.06M
2
SS
Simplicity Solutions
Minnesota
-$4.98M
3
AWM
AE Wealth Management
Kansas
-$4.36M
4
Jane Street
Jane Street
New York
-$2.72M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
BSAM
126
Blue Square Asset Management
New York
$219K – – –
CA
127
Continuum Advisory
Idaho
$217K +$7.97K +270 +4%
AL
128
Aspiriant LLC
California
$216K -$73.4K -2,488 -25%
LFAS
129
Level Four Advisory Services
Texas
$215K – – –
JCM
130
Jacobi Capital Management
Pennsylvania
$207K – – –
FI
131
FormulaFolio Investments
Michigan
$201K -$13.1K -444 -6%
FHA
132
Flagship Harbor Advisors
Massachusetts
$196K +$5.96K +202 +3%
CYG
133
Clean Yield Group
Vermont
$185K +$186K +6,286 New
IA
134
IFP Advisors
Florida
$166K -$147K -4,968 -47%
RIA
135
Realta Investment Advisors
Delaware
$148K +$64.9K +2,200 +79%
SPIA
136
Steward Partners Investment Advisory
New York
$146K – – –
DI
137
Disciplined Investments
Oklahoma
$142K +$142K +4,800 New
PFPT
138
Pinnacle Financial Partners (Tennessee)
Tennessee
$133K +$133K +4,500 New
APA
139
American Portfolios Advisors
New York
$122K +$90.4K +3,064 +290%
ASN
140
Advisory Services Network
Georgia
$99K -$30.4K -1,030 -23%
LAS
141
Lloyd Advisory Services
Georgia
$95K +$95.2K +3,226 New
SC
142
Steph & Co
Wisconsin
$68K +$67.9K +2,300 New
AP
143
Atwood & Palmer
Missouri
$62K – – –
GEA
144
Glen Eagle Advisors
New Jersey
$57.2K – – –
CAL
145
Capital Advisors Ltd
Ohio
$56K – – –
HNB
146
Huntington National Bank
Ohio
$51K – – –
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$43K – – –
PWP
148
Personal Wealth Partners
Minnesota
$41K – – –
BA
149
Ballast Advisors
Minnesota
$40K +$40K +1,354 New
FA
150
Faithward Advisors
Pennsylvania
$36K +$36K +1,220 New
4 5
6
7 8

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.