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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
EWA
126
Exencial Wealth Advisors
Oklahoma
$1.27M +$1.21M +50,086 New
FIA
127
Foundations Investment Advisors
Arizona
$1.25M +$1.17M +48,609 New
Creative Planning
128
Creative Planning
Kansas
$1.19M -$151K -6,232 -12%
SRB
129
Shotwell Rutter Baer
Michigan
$1.18M +$1.13M +46,818 New
BWM
130
Brown Wealth Management
Illinois
$1.18M -$60.1K -2,486 -5%
RJT
131
Raymond James Trust
Florida
$1.12M +$112K +4,631 +12%
LNC
132
Lincoln National Corp
Pennsylvania
$1.1M +$144K +5,972 +16%
TIM
133
Tortoise Investment Management
New York
$1.1M +$273K +11,310 +35%
KAS
134
Kestra Advisory Services
Texas
$1.08M +$391K +16,201 +62%
BCG
135
Breakwater Capital Group
New Jersey
$1.07M -$21.2K -877 -2%
TCM
136
Tradewinds Capital Management
Washington
$1.06M -$12.1M -499,392 -92%
BWG
137
Beta Wealth Group
California
$1.05M +$11.3K +468 +1%
GVAG
138
Great Valley Advisor Group
Delaware
$1.04M -$4.38M -181,150 -82%
FAIM
139
Financial Advocates Investment Management
Washington
$1.04M +$474K +19,622 +92%
SPIA
140
Steward Partners Investment Advisory
New York
$1.03M +$268K +11,072 +37%
JSW
141
Journey Strategic Wealth
New Jersey
$1.03M -$149K -6,154 -13%
DSA
142
Droms Strauss Advisors
Missouri
$1.03M +$695K +28,776 +241%
RIA
143
Regal Investment Advisors
Michigan
$1.02M +$162K +6,723 +20%
DL
144
DOHJ LLC
Washington
$1.02M +$970K +40,150 New
PTC
145
Private Trust Company
Ohio
$1M +$610K +25,244 +176%
HWAM
146
Hennion & Walsh Asset Management
New Jersey
$991K +$946K +39,158 New
AA
147
ACT Advisors
North Carolina
$944K +$29.1K +1,205 +3%
Mirae Asset Global Investments
148
Mirae Asset Global Investments
South Korea
$941K +$898K +37,179 New
CCM
149
Crabel Capital Management
California
$934K +$892K +36,920 New
HWA
150
Heartwood Wealth Advisors
Virginia
$929K

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.