We are live on ! Find out more
HYMB icon

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
PI
26
Parkside Investments
Illinois
$10.5M +$530K +21,950 +6%
Betterment LLC
27
Betterment LLC
New York
$9.85M +$8.32M +344,110 +761%
Stifel Financial
28
Stifel Financial
Missouri
$9.84M +$2.92M +120,850 +45%
Osaic Holdings
29
Osaic Holdings
Arizona
$9.45M +$3.55M +147,096 +65%
CAL
30
Capital Analysts LLC
Pennsylvania
$9.24M +$8.8M +364,299 +38,755%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$8.2M -$10.1M -419,725 -56%
SAS
32
Sage Advisory Services
Texas
$8.1M +$6.88M +284,725 +802%
SWP
33
Stratos Wealth Partners
Ohio
$7.89M +$6.46M +267,535 +605%
HighTower Advisors
34
HighTower Advisors
Illinois
$7.67M +$189K +7,833 +3%
Mariner
35
Mariner
Kansas
$7.42M +$5.73M +237,059 +423%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$7.4M +$1.24M +51,440 +21%
TW
37
Transform Wealth
Colorado
$6.87M +$6.56M +271,481 New
CWM
38
Collaborative Wealth Management
Florida
$6.65M +$400K +16,549 +7%
MG
39
Mather Group
Illinois
$6.17M +$569K +23,564 +11%
M&T Bank
40
M&T Bank
New York
$5.96M +$2.98M +123,420 +110%
CIP
41
Capital Insight Partners
Arizona
$5.89M +$305K +12,618 +6%
TWM
42
Thrive Wealth Management
Pennsylvania
$5.88M +$4.1M +169,715 +271%
AWE
43
Avidian Wealth Enterprises
Texas
$5.8M -$897K -37,132 -14%
VBFG
44
Vishria Bird Financial Group
Tennessee
$5.7M +$5.44M +225,168 New
SPWG
45
Syntegra Private Wealth Group
Missouri
$5.55M -$221K -9,130 -4%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$5.51M +$4.07M +168,385 +342%
CIBC Private Wealth Group
47
CIBC Private Wealth Group
Georgia
$5.25M +$5.02M +207,651 New
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$5.18M -$1.63M -67,331 -25%
IWC
49
Integrated Wealth Concepts
Massachusetts
$5.02M +$858K +35,499 +22%
HNWAG
50
High Net Worth Advisory Group
Florida
$4.93M +$99.2K +4,105 +2%

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.