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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
CFA
176
Cahill Financial Advisors
Minnesota
$662K -$12.7K -524 -2%
SI
177
Saxon Interests
Texas
$652K +$623K +25,764 New
SSC
178
Syverson Strege & Co
Iowa
$651K +$148K +6,142 +31%
SFP
179
Strategic Financial Partners
Oregon
$647K -$161K -6,642 -21%
HGA
180
Hobbs Group Advisors
South Carolina
$646K +$617K +25,552 New
AWA
181
Alta Wealth Advisors
Massachusetts
$644K +$282K +11,681 +85%
AAS
182
Avantax Advisory Services
Texas
$630K +$32.9K +1,362 +6%
TIA
183
Traphagen Investment Advisors
New Jersey
$622K -$33.3K -1,379 -5%
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$580K -$1.59M -65,947 -74%
FA
185
FC Advisory
Pennsylvania
$576K +$23.1K +957 +4%
IWS
186
Integrity Wealth Solutions
Colorado
$575K +$550K +22,746 New
MW
187
MBL Wealth
North Carolina
$575K -$22.1K -915 -4%
WIA
188
World Investment Advisors
California
$564K -$452K -18,700 -46%
EFG
189
Everhart Financial Group
Ohio
$562K -$50.4K -2,085 -9%
SP
190
Stablepoint Partners
Massachusetts
$556K +$531K +21,985 New
Citigroup
191
Citigroup
New York
$538K -$241K -9,990 -32%
EWS
192
Eagle Wealth Strategies
New Jersey
$532K +$508K +21,041 New
IIA
193
Integral Investment Advisors
California
$531K
WFS
194
Weitzel Financial Services
Iowa
$529K +$7.47K +309 +1%
SWA
195
Stratos Wealth Advisors
Ohio
$517K +$494K +20,443 New
ASN
196
Advisory Services Network
Georgia
$515K -$6.33K -262 -1%
CRA
197
Clear Rock Advisors
Texas
$497K +$476K +19,680 New
CT
198
Caldwell Trust
Florida
$477K -$87K -3,600 -16%
FSG
199
Financial Strategies Group
Michigan
$470K -$272K -11,248 -37%
KCIC
200
Kuhn & Co Investment Counsel
Illinois
$466K +$445K +18,423 New

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.