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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
GCP
251
Gill Capital Partners
Colorado
$257K -$29.5K -1,222 -11%
AWG
252
Altus Wealth Group
Colorado
$256K -$6.04K -250 -2%
RW
253
Rede Wealth
Virginia
$255K +$243K +10,076 New
HWA
254
HCR Wealth Advisors
California
$254K
IA
255
IFG Advisory
Georgia
$254K +$242K +10,032 New
FM
256
Foster & Motley
Ohio
$253K +$242K +10,005 New
SWA
257
Strata Wealth Advisors
Texas
$253K +$241K +9,987 New
HP
258
Hilltop Partners
Indiana
$251K -$50.6K -2,096 -17%
First Trust Advisors
259
First Trust Advisors
Illinois
$249K +$3.77K +156 +2%
GFPC
260
Global Financial Private Client
Florida
$248K +$189K +7,802 +390%
WCG
261
Weaver Consulting Group
California
$240K +$2.42K +100 +1%
BDF
262
Black Diamond Financial
Maryland
$236K
TPWA
263
TRUE Private Wealth Advisors
Oregon
$231K -$212K -8,778 -49%
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$230K +$50.2K +2,077 +30%
WLIM
265
White Lighthouse Investment Management
Massachusetts
$228K
FA
266
Flagstar Advisors
New York
$226K +$3.12K +129 +1%
DWT
267
Dorsey & Whitney Trust
South Dakota
$225K +$215K +8,880 New
CAPTRUST Financial Advisors
268
CAPTRUST Financial Advisors
North Carolina
$215K -$129K -5,319 -39%
NIWA
269
New Insight Wealth Advisors
California
$212K +$203K +8,397 New
CHA
270
Carmichael Hill & Associates
Maryland
$211K
ACM
271
AlphaStar Capital Management
North Carolina
$208K -$7.83K -324 -4%
FWM
272
Fairhaven Wealth Management
Illinois
$203K +$194K +8,009 New
CWS
273
Cypress Wealth Services
California
$201K +$192K +7,954 New
LAS
274
Legacy Advisory Services
Pennsylvania
$201K +$192K +7,948 New
OFG
275
Omega Financial Group
California
$200K +$191K +7,912 New

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.