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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

353 hedge funds and large institutions have $2.13B invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 122 increasing their positions, 133 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 24

6% more funds holding

Funds holding: 334353 (+19)

1% more capital invested

Capital invested by funds: $2.1B → $2.13B (+$22M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

8% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 133

6.7% less ownership

Funds ownership: 84.52%77.82% (-6.7%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $200K

Holders
353
Holders Change
+19
Holders Change %
+5.69%
% of All Funds
5.08%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
47
Increased
122
Reduced
133
Closed
24
Calls
Puts
$200K
Net Calls
-$200K
Net Calls Change
-$20K
Name Holding Trade Value Shares
Change
Change in
Stake
AWE
26
Avidian Wealth Enterprises
Texas
$11.1M +$5.15M +202,746 +88%
CAAS
27
Capital Asset Advisory Services
Michigan
$10.9M -$250K -9,854 -2%
AWM
28
Axxcess Wealth Management
California
$10.8M -$220K -8,654 -2%
Osaic Holdings
29
Osaic Holdings
Arizona
$10.6M +$1.02M +40,294 +11%
JPG
30
Jordan Park Group
California
$9.93M +$7.64M +300,757 +350%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$9.63M +$2.09M +82,388 +28%
CAL
32
Capital Analysts LLC
Pennsylvania
$9.46M +$72.5K +2,856 +0.8%
Betterment LLC
33
Betterment LLC
New York
$9.21M -$783K -30,853 -8%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$9.08M +$750K +29,558 +9%
TW
35
Transform Wealth
Colorado
$8.83M +$1.83M +72,214 +27%
Renaissance Technologies
36
Renaissance Technologies
New York
$8.4M +$4.2M +165,252 +102%
WWA
37
WCG Wealth Advisors
Nevada
$8.2M -$2.73M -107,638 -25%
SAS
38
Sage Advisory Services
Texas
$8.18M -$44.2K -1,740 -0.5%
PI
39
Parkside Investments
Illinois
$7.99M -$2.63M -103,478 -25%
SWP
40
Stratos Wealth Partners
Ohio
$7.7M -$310K -12,195 -4%
Mariner
41
Mariner
Kansas
$7.57M +$39.9K +1,572 +0.5%
CWM
42
Collaborative Wealth Management
Florida
$7.34M +$581K +22,881 +9%
CIM
43
Confluence Investment Management
Missouri
$6.82M +$2.23M +87,811 +49%
FTUS
44
Flow Traders U.S.
New York
$6.54M +$6.47M +254,670 New
CIP
45
Capital Insight Partners
Arizona
$6.29M +$307K +12,081 +5%
MG
46
Mather Group
Illinois
$6.15M -$11.8K -466 -0.2%
PCIA
47
Prime Capital Investment Advisors
Kansas
$6.05M +$1.8M +70,754 +43%
SPWG
48
Syntegra Private Wealth Group
Missouri
$5.97M +$331K +13,020 +6%
VBFG
49
Vishria Bird Financial Group
Tennessee
$5.8M +$15.3K +603 +0.3%
CIBC Private Wealth Group
50
CIBC Private Wealth Group
Georgia
$5.48M +$187K +7,364 +4%

HYMB Hedge Fund Activity: Q1 2024 in Review

353 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q1 2024, worth a combined $2.13B — up 1% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new HYMB positions and 24 closed out — a net gain of 23 holders — while 122 added to existing stakes and 133 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $40.5M. The largest seller was Goldman Sachs, cutting an estimated $72.5M.

  • 353 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q1 2024, up from 334 in Q4 2023.
  • Funds reported $2.13B of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q1 2024, up 1% quarter-over-quarter.
  • 47 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q1 2024 and 24 closed out, a net change of +23 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q1 2024 was Fidelity Investments, an estimated $40.5M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q1 2024 was Goldman Sachs, an estimated $72.5M sold.

Based on aggregated 13F filings for Q1 2024.