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
JP Morgan Chase
51
JP Morgan Chase
New York
$4.68M +$1.01M +41,909 +29%
CI
52
CX Institutional
Indiana
$4.64M -$8.07M -333,949 -65%
HB
53
HTLF Bank
Colorado
$4.59M +$4.38M +181,382 New
CIM
54
Confluence Investment Management
Missouri
$4.49M +$1.08M +44,774 +34%
RA
55
RFG Advisory
Alabama
$4.48M +$22.4K +926 +0.5%
EFG
56
Erickson Financial Group
Pennsylvania
$4.44M +$471K +19,489 +12%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$4.32M +$3.41M +141,283 +480%
AAS
58
Annex Advisory Services
Wisconsin
$4.19M +$3.78M +156,436 +1,695%
PCIA
59
Prime Capital Investment Advisors
Kansas
$4.17M +$3.98M +164,850 New
Renaissance Technologies
60
Renaissance Technologies
New York
$4.09M +$3.91M +161,700 New
CA
61
CGN Advisors
Kansas
$4.04M +$623K +25,788 +19%
HG
62
Harbor Group
New Hampshire
$3.75M +$3.34M +138,341 +1,410%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$3.72M -$797K -32,997 -18%
TVAMP
64
Tennessee Valley Asset Management Partners
Tennessee
$3.66M +$1.86M +76,830 +113%
AWM
65
AE Wealth Management
Kansas
$3.62M +$1.17M +48,236 +50%
MML Investors Services
66
MML Investors Services
Massachusetts
$3.56M +$276K +11,402 +9%
Lido Advisors
67
Lido Advisors
California
$3.54M +$69.7K +2,883 +2%
RA
68
Riversedge Advisors
Delaware
$3.48M -$1.6M -66,383 -33%
CWM
69
Chemistry Wealth Management
New York
$3.35M +$2.02M +83,494 +171%
LFA
70
Legacy Financial Advisors
Kentucky
$3.29M +$3.14M +129,878 New
QWP
71
Quotient Wealth Partners
Texas
$3.27M +$3.13M +129,336 New
AWM
72
Apollon Wealth Management
South Carolina
$3.26M +$1.65M +68,100 +112%
BFEC
73
Benjamin F. Edwards & Company
Missouri
$3.17M +$895K +37,049 +42%
ONB
74
Old National Bancorp
Indiana
$3M +$1.78M +73,776 +165%
EH
75
Equitable Holdings
New York
$2.88M +$855K +35,396 +45%

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.