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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

218 hedge funds and large institutions have $1.25B invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 109 increasing their positions, 47 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 47

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

0% more capital invested

Capital invested by funds: $1.24B → $1.25B (+$4.61M)

0.46% less ownership

Funds ownership: 141.16%140.7% (-0.46%)

5% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 21

3% less funds holding

Funds holding: 225218 (-7)

81% less call options, than puts

Call options by funds: $324K | Put options by funds: $1.69M

Holders
218
Holders Change
-7
Holders Change %
-3.11%
% of All Funds
3.82%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
20
Increased
109
Reduced
47
Closed
21
Calls
$324K
Puts
$1.69M
Net Calls
-$1.37M
Net Calls Change
-$435K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$417K -$157K -5,184 -27%
MFA
127
Mayflower Financial Advisors
Massachusetts
$399K -$145K -4,770 -26%
BAM
128
Bruderman Asset Management
New York
$399K +$404K +13,302 New
WWMSC
129
Wagner Wealth Management (South Carolina)
South Carolina
$397K -$75.8K -2,496 -16%
CWS
130
Cypress Wealth Services
California
$396K +$972 +32 +0.2%
BWM
131
BerganKDV Wealth Management
Minnesota
$383K +$41.9K +1,380 +12%
CCM
132
Coldstream Capital Management
Washington
$364K +$85.4K +2,812 +30%
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$363K +$173K +5,684 +88%
SIC
134
Samalin Investment Counsel
New York
$349K +$1.64K +54 +0.5%
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$343K +$50.1K +1,650 +17%
PJSIMP
136
P.J. Schmidt Investment Management (PJS)
Wisconsin
$340K +$105K +3,442 +43%
First Trust Advisors
137
First Trust Advisors
Illinois
$338K +$22.4K +738 +7%
JIP
138
Jaffetilchin Investment Partners
Florida
$309K +$313K +10,316 New
HWA
139
HCR Wealth Advisors
California
$306K
ARG
140
Advisory Resource Group
Oklahoma
$300K +$48.3K +1,592 +19%
SSWM
141
Sheets Smith Wealth Management
North Carolina
$288K +$425 +14 +0.1%
LWP
142
Lumature Wealth Partners
Georgia
$284K +$37K +1,220 +15%
BDF
143
Black Diamond Financial
Maryland
$279K
GWM
144
Geneos Wealth Management
Colorado
$273K
FHC
145
First Heartland Consultants
Missouri
$270K -$5.34K -176 -2%
WLIM
146
White Lighthouse Investment Management
Massachusetts
$270K
PFGIA
147
Patriot Financial Group Insurance Agency
Massachusetts
$264K +$18.8K +620 +8%
CPIG
148
Chicago Partners Investment Group
Illinois
$264K +$268K +8,826 New
CCWA
149
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$257K +$5.46K +180 +2%
GIA
150
Gladstone Institutional Advisory
Florida
$255K -$21.1K -696 -8%

HYMB Hedge Fund Activity: Q3 2021 in Review

218 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q3 2021, worth a combined $1.25B — up 0.37% from $1.24B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of HYMB and 20 opened new positions — a net loss of 1 holder — while 47 trimmed existing stakes and 109 added.

The largest buyer was ERTS Wealth Advisors, adding an estimated $83.3M. The largest seller was Jane Street, cutting an estimated $66.5M.

  • 218 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q3 2021, down from 225 in Q2 2021.
  • Funds reported $1.25B of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q3 2021, up 0.37% quarter-over-quarter.
  • 20 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q3 2021 and 21 closed out, a net change of -1 holder.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q3 2021 was ERTS Wealth Advisors, an estimated $83.3M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q3 2021 was Jane Street, an estimated $66.5M sold.

Based on aggregated 13F filings for Q3 2021.