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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
JP Morgan Chase
51
JP Morgan Chase
New York
$5.4M +$638K +25,141 +14%
IWC
52
Integrated Wealth Concepts
Massachusetts
$5.28M +$182K +7,179 +4%
CM
53
Cercano Management
Washington
$5.14M +$5.08M +200,000 New
BFEC
54
Benjamin F. Edwards & Company
Missouri
$5.11M +$1.88M +73,895 +59%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$5.11M +$3.12M +123,067 +162%
WTB
56
Washington Trust Bank
Washington
$5.07M -$9.08M -357,668 -64%
HNWAG
57
High Net Worth Advisory Group
Florida
$5.01M +$1.68K +66 +0%
HB
58
HTLF Bank
Colorado
$4.73M +$64.9K +2,556 +1%
CI
59
CX Institutional
Indiana
$4.7M -$9.62K -379 -0.2%
RA
60
RFG Advisory
Alabama
$4.59M +$43.5K +1,713 +1%
ONB
61
Old National Bancorp
Indiana
$4.58M +$1.52M +59,936 +51%
CA
62
CGN Advisors
Kansas
$4.2M +$99.6K +3,922 +2%
EFG
63
Erickson Financial Group
Pennsylvania
$4.14M -$365K -14,374 -8%
HG
64
Harbor Group
New Hampshire
$3.71M -$92.7K -3,651 -2%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$3.59M -$186K -7,319 -5%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$3.56M -$1.68M -66,205 -32%
RA
67
Riversedge Advisors
Delaware
$3.48M -$54.3K -2,138 -2%
PWM
68
Perigon Wealth Management
California
$3.42M +$559K +21,999 +20%
CWM
69
Chemistry Wealth Management
New York
$3.42M +$21.8K +860 +0.7%
SSA
70
Schonfeld Strategic Advisors
New York
$3.24M +$654K +25,772 +26%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$3.19M -$2.37M -93,290 -43%
AWM
72
Apollon Wealth Management
South Carolina
$3.19M -$119K -4,689 -4%
Lido Advisors
73
Lido Advisors
California
$3.19M -$407K -16,026 -11%
OMC
74
Old Mission Capital
Illinois
$3.11M +$231K +9,103 +8%
LFA
75
Legacy Financial Advisors
Kentucky
$3.06M -$269K -10,611 -8%

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.