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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
PWP
126
Perfromance Wealth Partners
Illinois
$1.2M -$88.5K -3,485 -7%
RJT
127
Raymond James Trust
Florida
$1.19M +$55.5K +2,185 +5%
DBRC
128
D.B. Root & Company
Pennsylvania
$1.18M +$1.16M +45,822 New
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
$1.16M -$789K -31,086 -41%
LNC
130
Lincoln National Corp
Pennsylvania
$1.15M +$28.6K +1,126 +3%
EWA
131
Exencial Wealth Advisors
Oklahoma
$1.15M -$137K -5,393 -11%
AFP
132
Ausdal Financial Partners
Iowa
$1.14M -$220K -8,658 -16%
GFS
133
GYL Financial Synergies
Connecticut
$1.13M -$885K -34,862 -44%
BCG
134
Breakwater Capital Group
New Jersey
$1.13M +$27.8K +1,093 +3%
BWA
135
Burt Wealth Advisors
Maryland
$1.11M -$204K -8,027 -16%
AWM
136
AE Wealth Management
Kansas
$1.08M -$2.58M -101,743 -71%
FAIM
137
Financial Advocates Investment Management
Washington
$1.06M +$2.41K +95 +0.2%
TIM
138
Tortoise Investment Management
New York
$1.05M -$58.4K -2,300 -5%
SPIA
139
Steward Partners Investment Advisory
New York
$1.05M -$1.78K -70 -0.2%
YCG
140
Yeomans Consulting Group
Georgia
$1.03M +$1.02M +40,042 New
HWMC
141
Heritage Wealth Management (California)
California
$1.02M +$146K +5,757 +17%
BWM
142
Brown Wealth Management
Illinois
$1.01M -$190K -7,477 -16%
PTC
143
Private Trust Company
Ohio
$1M -$13.7K -538 -1%
RIA
144
Regal Investment Advisors
Michigan
$983K -$51.3K -2,021 -5%
TCM
145
Tradewinds Capital Management
Washington
$983K -$96.5K -3,800 -9%
BWG
146
Beta Wealth Group
California
$961K -$105K -4,134 -10%
Mirae Asset Global Investments
147
Mirae Asset Global Investments
South Korea
$955K
WAP
148
Wealthcare Advisory Partners
Pennsylvania
$948K +$197K +7,773 +27%
HWA
149
Heartwood Wealth Advisors
Virginia
$943K
AA
150
ACT Advisors
North Carolina
$942K -$16K -630 -2%

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.