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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB

62 hedge funds and large institutions have $193M invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

33% more capital invested

Capital invested by funds: $145M → $193M (+$47.9M)

22% more funds holding

Funds holding: 51 → 62 (+11)

10.12% more ownership

Funds ownership: 95.88% → 105.99% (+10%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
62
Holders Change
+11
Holders Change %
+21.57%
% of All Funds
1.65%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
21
Increased
23
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$20.6M
2
HIM
Hanlon Investment Management
New Jersey
+$6.75M
3
TFA
Transamerica Financial Advisors
Florida
+$6.66M
4
ACM
Argentus Capital Management
Texas
+$2.38M
5
HI
Hudock Inc
Pennsylvania
+$1.61M

Top Sellers

1
SWP
Stratos Wealth Partners
Ohio
-$1.82M
2
VAM
Visionary Asset Management
Texas
-$1.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.08M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$729K
5
FAAS
First Allied Advisory Services
California
-$233K
Name Holding Trade Value Shares
Change 		Change in
Stake
RBA
1
Richard Bernstein Advisors
New York
$35.1M – – –
Morgan Stanley
2
Morgan Stanley
New York
$31.7M +$20.6M +723,482 +193%
Bank of America
3
Bank of America
North Carolina
$23.4M +$1.11M +38,754 +5%
VCM
4
Vigilant Capital Management
Maine
$10.2M +$908K +31,830 +10%
UBS Group
5
UBS Group
Switzerland
$7.97M +$7.89M +276,318 New
HIM
6
Hanlon Investment Management
New Jersey
$6.82M +$6.75M +236,598 New
TFA
7
Transamerica Financial Advisors
Florida
$6.73M +$6.66M +233,374 +1,296,522%
RJA
8
Raymond James & Associates
Florida
$6.06M +$761K +26,676 +15%
BA
9
BlackRock Advisors
Delaware
$5.77M – – –
SCA
10
Strategic Capital Alternatives
United States
$5.43M -$68.3K -2,394 -1%
MSL
11
Mackay Shields LLC
New York
$5.08M – – –
ACM
12
Argentus Capital Management
Texas
$5.03M +$2.38M +83,556 +92%
HI
13
Hudock Inc
Pennsylvania
$4.8M +$1.61M +56,516 +51%
EWM
14
Empirical Wealth Management
Washington
$4.23M +$58.7K +2,058 +1%
BTS
15
BB&T Securities
Virginia
$3.78M -$5.02K -176 -1%
HI
16
Horizon Investments
North Carolina
$3.73M -$193K -6,772 -5%
PO
17
Private Ocean
California
$3.37M +$3.14K +110 +0.1%
BFG
18
Bouchey Financial Group
New York
$2.88M -$11.2K -392 -0.4%
LYV
19
Live Your Vision
Pennsylvania
$2.4M +$1.16M +40,656 +97%
SFG
20
Sage Financial Group
Pennsylvania
$2.01M +$49.8K +1,746 +3%
VFS
21
VSR Financial Services
Kansas
$1.49M +$1.02M +35,822 +226%
LPL Financial
22
LPL Financial
California
$1.3M +$655K +22,956 +104%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.11M +$1.1M +38,604 New
CS
24
Credit Suisse
Switzerland
$1.1M +$1.08M +38,000 New
FIM
25
Freedom Investment Management
Connecticut
$1.03M -$26.4K -926 -3%
1
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HYMB Hedge Fund Activity: Q4 2014 in Review

62 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q4 2014, worth a combined $193M — up 33% from $145M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HYMB positions and 8 closed out — a net gain of 13 holders — while 23 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $20.6M. The largest seller was Stratos Wealth Partners, exiting entirely with an estimated $1.82M sold.

  • 62 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q4 2014, up from 51 in Q3 2014.
  • Funds reported $193M of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q4 2014, up 33% quarter-over-quarter.
  • 21 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q4 2014 and 8 closed out, a net change of +13 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q4 2014 was Morgan Stanley, an estimated $20.6M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q4 2014 was Stratos Wealth Partners, an estimated $1.82M sold.

Based on aggregated 13F filings for Q4 2014.