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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

273 hedge funds and large institutions have $1.79B invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 100 increasing their positions, 74 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 33

50% more capital invested

Capital invested by funds: $1.19B → $1.79B (+$600M)

35% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 74

24.89% more ownership

Funds ownership: 137.75%162.64% (+25%)

17% more funds holding

Funds holding: 234273 (+39)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

82% less call options, than puts

Call options by funds: $305K | Put options by funds: $1.69M

Holders
273
Holders Change
+39
Holders Change %
+16.67%
% of All Funds
4.39%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
73
Increased
100
Reduced
74
Closed
33
Calls
$305K
Puts
$1.69M
Net Calls
-$1.39M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$486K -$31K -1,274 -6%
WFS
152
Weitzel Financial Services
Iowa
$486K +$22.2K +910 +5%
SWA
153
Strategies Wealth Advisors
Michigan
$481K +$479K +19,664 New
AWM
154
AE Wealth Management
Kansas
$479K -$216K -8,868 -31%
SCA
155
Snowden Capital Advisors
New York
$461K +$142K +5,834 +45%
KPWS
156
Kestra Private Wealth Services
Texas
$437K +$435K +17,840 New
RCA
157
Reitz Capital Advisors
Michigan
$436K -$185K -7,610 -30%
BAM
158
BTS Asset Management
Massachusetts
$430K +$419K +17,188 New
LAM
159
LifePro Asset Management
California
$426K
LPAM
160
Lodestar Private Asset Management
California
$425K +$422K +17,344 New
FAIM
161
Financial Advocates Investment Management
Washington
$424K +$422K +17,316 New
MA
162
Mutual Advisors
Nebraska
$406K +$3.56K +146 +0.9%
AWA
163
Alta Wealth Advisors
Massachusetts
$402K +$400K +16,422 New
MLA
164
My Legacy Advisors
Oregon
$399K +$252K +10,330 +50%
Creative Planning
165
Creative Planning
Kansas
$387K +$102K +4,192 +36%
GCA
166
Gradient Capital Advisors
California
$387K
AWG
167
Altus Wealth Group
Colorado
$386K +$384K +15,770 New
BHWM
168
Bar Harbor Wealth Management
New Hampshire
$373K
JCM
169
Jacobi Capital Management
Pennsylvania
$348K
MWM
170
Modera Wealth Management
New Jersey
$340K +$9.5K +390 +3%
FPCP
171
Fort Point Capital Partners
California
$333K -$179K -7,336 -35%
SFG
172
Sterling Financial Group
California
$331K +$329K +13,522 New
GWM
173
Gray Wealth Management
Maine
$327K +$325K +13,354 New
FA
174
FC Advisory
Pennsylvania
$307K -$145K -5,954 -32%
GCP
175
Gill Capital Partners
Colorado
$303K -$85K -3,492 -22%

HYMB Hedge Fund Activity: Q4 2022 in Review

273 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q4 2022, worth a combined $1.79B — up 50% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new HYMB positions and 33 closed out — a net gain of 40 holders — while 100 added to existing stakes and 74 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $113M. The largest seller was Pinnacle Wealth Planning Services, exiting entirely with an estimated $28.8M sold.

  • 273 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q4 2022, up from 234 in Q3 2022.
  • Funds reported $1.79B of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q4 2022, up 50% quarter-over-quarter.
  • 73 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q4 2022 and 33 closed out, a net change of +40 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q4 2022 was Goldman Sachs, an estimated $113M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q4 2022 was Pinnacle Wealth Planning Services, an estimated $28.8M sold.

Based on aggregated 13F filings for Q4 2022.