We are live on ! Find out more
HYMB icon

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
MWA
176
Martel Wealth Advisors
Washington
$302K -$367K -15,064 -55%
SFP
177
Strategic Financial Planning
Texas
$300K -$32.3K -1,326 -10%
CPO
178
Cerity Partners OCIO
New York
$299K -$546K -22,422 -65%
CCA
179
Clearwater Capital Advisors
Illinois
$295K -$156K -6,400 -35%
CWS
180
Cypress Wealth Services
California
$292K -$28.4K -1,164 -9%
GVAG
181
Great Valley Advisor Group
Delaware
$288K +$287K +11,780 New
Principal Financial Group
182
Principal Financial Group
Iowa
$286K
CWM
183
Comprehensive Wealth Management
Washington
$280K +$279K +11,454 New
GIA
184
Gladstone Institutional Advisory
Florida
$280K -$4.72K -194 -2%
SAG
185
SageView Advisory Group
California
$280K +$279K +11,442 New
C
186
CEDRUS
Colorado
$268K -$37.3K -1,532 -12%
BC
187
Bowman & Company
Wisconsin
$268K +$266K +10,932 New
PCWA
188
Pacific Capital Wealth Advisors
California
$267K -$323K -13,266 -55%
PFA
189
Petra Financial Advisors
Colorado
$265K +$264K +10,828 New
KWM
190
Kingsview Wealth Management
Oregon
$265K
WFA
191
Wellspring Financial Advisors
Ohio
$259K +$258K +10,592 New
BWM
192
BCS Wealth Management
Tennessee
$257K -$95.7K -3,928 -27%
AWS
193
Atria Wealth Solutions
New York
$256K -$565K -23,200 -69%
CCM
194
Coldstream Capital Management
Washington
$255K +$253K +10,402 New
BC
195
Brio Consultants
California
$254K -$277K -11,354 -52%
LNC
196
Lincoln National Corp
Pennsylvania
$251K -$25.9K -1,062 -9%
TSS
197
Two Sigma Securities
New York
$250K -$381K -15,630 -60%
HWA
198
HCR Wealth Advisors
California
$250K
BFM
199
Broadview Financial Management
Wisconsin
$249K +$248K +10,178 New
FAG
200
Fortitude Advisory Group
Washington
$249K -$13.4K -550 -5%

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.