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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

255 hedge funds and large institutions have $1.27B invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 90 increasing their positions, 88 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $750K

17.24% more ownership

Funds ownership: 145.45%162.7% (+17%)

17% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 35

2% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 88

1% more funds holding

Funds holding: 253255 (+2)

1% less capital invested

Capital invested by funds: $1.29B → $1.27B (-$19.2M)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
255
Holders Change
+2
Holders Change %
+0.79%
% of All Funds
4.02%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.09%
New
41
Increased
90
Reduced
88
Closed
35
Calls
$1.14M
Puts
$750K
Net Calls
+$386K
Net Calls Change
+$879K
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
151
Chemistry Wealth Management
New York
$370K +$386K +13,420 New
CWS
152
Cypress Wealth Services
California
$366K +$633 +22 +0.2%
SW
153
Simplicity Wealth
New Jersey
$348K -$741K -25,724 -67%
FAG
154
Fortitude Advisory Group
Washington
$344K +$29.1K +1,010 +9%
WP
155
WealthShield Partners
North Carolina
$341K +$356K +12,382 New
FCG
156
Financial Connections Group
California
$338K -$172K -5,964 -33%
CCM
157
Coldstream Capital Management
Washington
$334K
SFP
158
Strategic Financial Planning
Texas
$328K +$343K +11,908 New
GI
159
Gradient Investments
Minnesota
$326K -$2.3K -80 -0.7%
KL
160
KilterHowling LLC
Colorado
$321K -$15.5K -538 -4%
SFP
161
Strategic Financial Partners
Oregon
$321K +$335K +11,652 New
MWM
162
Modera Wealth Management
New Jersey
$319K +$333K +11,572 New
First Trust Advisors
163
First Trust Advisors
Illinois
$310K -$8.46K -294 -3%
IWM
164
IHT Wealth Management
Illinois
$310K +$20.7K +720 +7%
GIA
165
Gladstone Institutional Advisory
Florida
$310K +$54.4K +1,888 +20%
PJSIMP
166
P.J. Schmidt Investment Management (PJS)
Wisconsin
$301K -$138K -4,800 -30%
KWM
167
Kingsview Wealth Management
Oregon
$298K
SIC
168
Samalin Investment Counsel
New York
$298K -$39K -1,356 -11%
ARG
169
Advisory Resource Group
Oklahoma
$293K -$2.65K -92 -0.9%
CA
170
Cetera Advisors
Colorado
$287K -$309K -10,728 -51%
5L
171
55I LLC
Massachusetts
$286K +$299K +10,384 New
Janney Montgomery Scott
172
Janney Montgomery Scott
Pennsylvania
$283K -$34.3K -1,190 -10%
MG
173
Mather Group
Illinois
$283K +$296K +10,276 New
HWA
174
HCR Wealth Advisors
California
$282K
Betterment LLC
175
Betterment LLC
New York
$280K +$293K +10,170 New

HYMB Hedge Fund Activity: Q1 2022 in Review

255 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q1 2022, worth a combined $1.27B — down 1.5% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new HYMB positions and 35 closed out — a net gain of 6 holders — while 90 added to existing stakes and 88 trimmed.

The largest buyer was Aaron Wealth Advisors, adding an estimated $170M. The largest seller was Fidelity Investments, cutting an estimated $80.3M.

  • 255 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q1 2022, up from 253 in Q4 2021.
  • Funds reported $1.27B of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q1 2022, down 1.5% quarter-over-quarter.
  • 41 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q1 2022 and 35 closed out, a net change of +6 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $170M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q1 2022 was Fidelity Investments, an estimated $80.3M sold.

Based on aggregated 13F filings for Q1 2022.