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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
KIA
151
Kraematon Investment Advisors
Massachusetts
$894K -$173K -7,145 -17%
LFS
152
Legacy Financial Strategies
Kansas
$887K +$847K +35,065 New
EWA
153
ERTS Wealth Advisors
Michigan
$861K -$202K -8,370 -20%
OFS
154
OneAscent Financial Services
Alabama
$858K +$275K +11,371 +50%
HWMC
155
Heritage Wealth Management (California)
California
$858K +$819K +33,911 New
PCA
156
Pallas Capital Advisors
Massachusetts
$804K -$18.3K -757 -2%
WA
157
WBH Advisory
Maryland
$786K +$751K +31,083 New
IA
158
Inspire Advisors
Idaho
$769K -$12.1K -499 -2%
AA
159
Advisory Alpha
Michigan
$768K +$72.8K +3,013 +11%
MFG
160
MidWestOne Financial Group
Iowa
$759K -$208K -8,614 -22%
CCM
161
Coldstream Capital Management
Washington
$756K -$14.2K -586 -2%
VC
162
Veery Capital
Delaware
$754K +$281K +11,634 +64%
BCI
163
Brinker Capital Investments
Pennsylvania
$754K -$56.6K -2,344 -7%
OPS
164
Orion Portfolio Solutions
Nebraska
$754K -$56.6K -2,344 -7%
MAS
165
Meeder Advisory Services
Ohio
$751K -$71.7K -2,967 -9%
AIP
166
Ameritas Investment Partners
Nebraska
$745K +$132K +5,449 +23%
CA
167
Calton & Associates
Florida
$745K +$711K +29,429 New
WAP
168
Wealthcare Advisory Partners
Pennsylvania
$737K +$365K +15,091 +107%
RWM
169
Revisor Wealth Management
Ohio
$729K +$696K +28,815 New
SCM
170
Sebold Capital Management
Illinois
$707K -$724K -29,960 -52%
FHA
171
Flagship Harbor Advisors
Massachusetts
$698K -$469K -19,417 -41%
FAM
172
Family Asset Management
South Carolina
$683K +$569K +23,534 +683%
AWM
173
Accurate Wealth Management
Florida
$682K +$12.8K +531 +2%
MWM
174
Modera Wealth Management
New Jersey
$671K +$233K +9,649 +57%
LWMG
175
Levy Wealth Management Group
Pennsylvania
$669K -$14.7K -610 -2%

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.