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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

253 hedge funds and large institutions have $1.29B invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 109 increasing their positions, 44 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 21

148% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 44

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

16% more funds holding

Funds holding: 218253 (+35)

4.76% more ownership

Funds ownership: 140.7%145.45% (+4.8%)

4% more capital invested

Capital invested by funds: $1.25B → $1.29B (+$44.4M)

36% less call options, than puts

Call options by funds: $871K | Put options by funds: $1.36M

Holders
253
Holders Change
+35
Holders Change %
+16.06%
% of All Funds
3.89%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.17%
New
60
Increased
109
Reduced
44
Closed
21
Calls
$871K
Puts
$1.36M
Net Calls
-$493K
Net Calls Change
+$873K
Name Holding Trade Value Shares
Change
Change in
Stake
DI
201
Disciplined Investments
Oklahoma
$138K +$1.44K +48 +1%
COCM
202
Charter Oak Capital Management
New Hampshire
$129K +$85.3K +2,854 +199%
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$113K +$113K +3,786 New
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$112K +$111K +3,726 New
CPA
205
Cardiff Park Advisors
California
$112K +$112K +3,738 New
CYG
206
Clean Yield Group
Vermont
$105K +$1.08K +36 +1%
AIP
207
Ameritas Investment Partners
Nebraska
$102K +$56.2K +1,880 +122%
CWS
208
Confluence Wealth Services
Pennsylvania
$98K +$97.9K +3,276 New
CAL
209
Capital Analysts LLC
Pennsylvania
$93K +$65.2K +2,180 +242%
DWA
210
Delos Wealth Advisors
Texas
$75K +$74.7K +2,500 New
AWM
211
Avior Wealth Management
Nebraska
$72K -$69.6K -2,328 -49%
JMF
212
Johnson Midwest Financial
Iowa
$71K
BWL
213
Bogart Wealth LLC
Virginia
$59K +$4.48K +150 +8%
Kayne Anderson Rudnick Investment Management
214
Kayne Anderson Rudnick Investment Management
California
$57K
AF
215
Allworth Financial
California
$55K +$54.3K +1,816 New
CFA
216
Carroll Financial Associates
North Carolina
$48K +$21.8K +728 +82%
GEA
217
Glen Eagle Advisors
New Jersey
$47.5K
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$44K
CFD
219
Creative Financial Designs
Indiana
$42K +$419 +14 +1%
BA
220
Ballast Advisors
Minnesota
$41K
FA
221
Faithward Advisors
Pennsylvania
$37K
EWA
222
EverSource Wealth Advisors
Alabama
$37K +$36.7K +1,228 New
ASBI
223
American State Bank (Iowa)
Iowa
$36K
PA
224
Parallel Advisors
California
$36K
CA
225
CoreCap Advisors
Michigan
$34K +$33.7K +1,126 New

HYMB Hedge Fund Activity: Q4 2021 in Review

253 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q4 2021, worth a combined $1.29B — up 3.6% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new HYMB positions and 21 closed out — a net gain of 39 holders — while 109 added to existing stakes and 44 trimmed.

The largest buyer was Bank of America, adding an estimated $14.5M. The largest seller was ERTS Wealth Advisors, cutting an estimated $82.2M.

  • 253 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q4 2021, up from 218 in Q3 2021.
  • Funds reported $1.29B of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q4 2021, up 3.6% quarter-over-quarter.
  • 60 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q4 2021 and 21 closed out, a net change of +39 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q4 2021 was Bank of America, an estimated $14.5M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q4 2021 was ERTS Wealth Advisors, an estimated $82.2M sold.

Based on aggregated 13F filings for Q4 2021.