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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

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: 140173 (+33)

10.58% more ownership

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

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: $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
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
151
Capital Analysts LLC
Pennsylvania
$35K +$413 +14 +1%
TWA
152
TCI Wealth Advisors
Arizona
$35K +$35.4K +1,200 New
GRP
153
Global Retirement Partners
California
$33K +$413 +14 +1%
NFG
154
Next Financial Group
Texas
$33K +$30.6K +1,038 +1,180%
Deutsche Bank
155
Deutsche Bank
Germany
$31K +$31.3K +1,062 New
PFGIA
156
Patriot Financial Group Insurance Agency
Massachusetts
$29K -$12.6K -428 -30%
SWM
157
Sugarloaf Wealth Management
Georgia
$24K +$23.9K +810 New
BWM
158
Baystate Wealth Management
Massachusetts
$20K
TCWM
159
Total Clarity Wealth Management
Illinois
$18K +$17.9K +608 New
BW
160
Bison Wealth
Georgia
$15K +$14.9K +506 New
AF
161
Advisornet Financial
Minnesota
$12K +$10.3K +350 +795%
LFG
162
LifePlan Financial Group
Ohio
$12K +$11.7K +396 New
IAS
163
IMA Advisory Services
Colorado
$11K
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$10K
CFA
165
Carroll Financial Associates
North Carolina
$10K +$10.3K +350 New
OPS
166
Orion Portfolio Solutions
Nebraska
$8K +$8.32K +282 New
AIP
167
Ameritas Investment Partners
Nebraska
$6K
ACA
168
Aptus Capital Advisors
Alabama
$4K
US Bancorp
169
US Bancorp
Minnesota
$4K
MA
170
MCF Advisors
Kentucky
$4K +$59 +2 +2%
LPWM
171
Lake Point Wealth Management
Texas
$3K +$2.54K +86 New
GWMIA
172
Global Wealth Management Investment Advisory
Florida
$1K
TC
173
Trilogy Capital
California
-$6.06M -204,244 Closed
Mariner
174
Mariner
Kansas
-$628K -21,158 Closed
CS
175
Credit Suisse
Switzerland
-$594K -20,000 Closed

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.