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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

334 hedge funds and large institutions have $2.1B invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 123 increasing their positions, 88 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 30

42% more capital invested

Capital invested by funds: $1.48B → $2.1B (+$626M)

40% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 88

18% more funds holding

Funds holding: 282334 (+52)

7.12% more ownership

Funds ownership: 77.4%84.52% (+7.1%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

97% less call options, than puts

Call options by funds: $5K | Put options by funds: $185K

Holders
334
Holders Change
+52
Holders Change %
+18.44%
% of All Funds
4.87%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
86
Increased
123
Reduced
88
Closed
30
Calls
$5K
Puts
$185K
Net Calls
-$180K
Net Calls Change
-$180K
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
226
IMA Advisory Services
Colorado
$350K +$290K +12,000 +649%
US Bancorp
227
US Bancorp
Minnesota
$348K +$435 +18 +0.1%
FPCP
228
Fort Point Capital Partners
California
$346K
CIA
229
Concurrent Investment Advisors
Florida
$344K +$328K +13,583 New
Comerica Bank
230
Comerica Bank
Texas
$343K -$159K -6,571 -33%
KWM
231
Kingsview Wealth Management
Oregon
$336K -$18.7K -774 -6%
CF
232
Clarity Financial
Texas
$333K -$278K -11,500 -47%
Northern Trust
233
Northern Trust
Illinois
$333K
EWA
234
EP Wealth Advisors
California
$331K +$145K +5,997 +84%
MGIA
235
Moneta Group Investment Advisors
Missouri
$331K +$316K +13,072 New
VI
236
VanderPol Investments
Michigan
$330K +$315K +13,046 New
CAG
237
Csenge Advisory Group
Florida
$328K +$313K +12,964 New
SFP
238
Strategic Financial Planning
Texas
$325K +$310K +12,847 New
Wealthfront Advisers
239
Wealthfront Advisers
California
$320K +$305K +12,640 New
GDP
240
Great Diamond Partners
Maine
$311K
NGA
241
Naples Global Advisors
Florida
$310K -$20.5K -850 -6%
AFG
242
Atomi Financial Group
New York
$305K +$291K +12,062 New
IF
243
Intrua Financial
Texas
$298K +$284K +11,763 New
Principal Financial Group
244
Principal Financial Group
Iowa
$295K
TW
245
TritonPoint Wealth
Maryland
$290K +$277K +11,454 New
LPAM
246
Lodestar Private Asset Management
California
$288K +$411 +17 +0.1%
TFA
247
Teamwork Financial Advisors
Texas
$287K +$18.8K +778 +7%
SCM
248
Steele Capital Management
Iowa
$263K +$251K +10,407 New
MWA
249
Martel Wealth Advisors
Washington
$262K -$6.19K -256 -2%
SWA
250
Strategies Wealth Advisors
Michigan
$260K -$9.28K -384 -4%

HYMB Hedge Fund Activity: Q4 2023 in Review

334 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q4 2023, worth a combined $2.1B — up 42% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new HYMB positions and 30 closed out — a net gain of 56 holders — while 123 added to existing stakes and 88 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $141M. The largest seller was United Capital Financial Advisors, cutting an estimated $24.1M.

  • 334 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q4 2023, up from 282 in Q3 2023.
  • Funds reported $2.1B of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q4 2023, up 42% quarter-over-quarter.
  • 86 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q4 2023 and 30 closed out, a net change of +56 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q4 2023 was Goldman Sachs, an estimated $141M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q4 2023 was United Capital Financial Advisors, an estimated $24.1M sold.

Based on aggregated 13F filings for Q4 2023.