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
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$1.92M +$443K +18,322 +32%
Baird Financial Group
102
Baird Financial Group
Wisconsin
$1.92M +$1M +41,507 +121%
JJBC
103
James J. Burns & Company
New York
$1.9M -$319K -13,186 -15%
DB
104
Dravo Bay
Delaware
$1.88M +$322K +13,305 +22%
SW
105
SVB Wealth
Massachusetts
$1.8M -$20.8K -861 -1%
ESB
106
Essex Savings Bank
Connecticut
$1.76M +$1.69M +69,761 New
CCFCSB
107
Cape Cod Five Cents Savings Bank
Massachusetts
$1.75M -$3.24M -134,024 -66%
WMR
108
Wealth Management Resources
Rhode Island
$1.73M +$890K +36,828 +117%
PAG
109
Private Advisor Group
New Jersey
$1.65M +$558K +23,075 +55%
CCWA
110
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.65M +$1.57M +65,161 New
BFA
111
Bragg Financial Advisors
North Carolina
$1.64M -$167K -6,911 -10%
PWM
112
Prentice Wealth Management
New York
$1.62M +$1.33M +54,850 +587%
MWAM
113
Manhattan West Asset Management
California
$1.54M +$295K +12,194 +25%
HPFG
114
Hart & Patterson Financial Group
Massachusetts
$1.53M +$1.46M +60,356 New
AI
115
Atria Investments
North Carolina
$1.47M +$1.4M +58,013 New
AFC
116
AFT Forsyth & Company
Florida
$1.45M -$8.46K -350 -0.6%
HSBC Holdings
117
HSBC Holdings
United Kingdom
$1.42M -$305K -12,621 -18%
William Blair & Company
118
William Blair & Company
Illinois
$1.4M -$106K -4,370 -7%
SFG
119
SevenBridge Financial Group
Pennsylvania
$1.38M -$5.75K -238 -0.4%
CBFP
120
Cedar Brook Financial Partners
Ohio
$1.35M +$1.29M +53,444 New
AFP
121
Ausdal Financial Partners
Iowa
$1.34M +$421K +17,402 +49%
BWA
122
Burt Wealth Advisors
Maryland
$1.29M +$524K +21,681 +74%
TC
123
TownSquare Capital
Utah
$1.29M -$764K -31,609 -38%
DWM
124
Dogwood Wealth Management
Kansas
$1.28M +$1.22M +50,512 New
PWP
125
Perfromance Wealth Partners
Illinois
$1.27M -$696K -28,815 -36%

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.