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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

282 hedge funds and large institutions have $1.48B invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 114 increasing their positions, 82 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 82

20% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 35

2% more funds holding

Funds holding: 277282 (+5)

1.43% less ownership

Funds ownership: 78.83%77.4% (-1.4%)

5% less capital invested

Capital invested by funds: $1.56B → $1.48B (-$78.7M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
282
Holders Change
+5
Holders Change %
+1.81%
% of All Funds
4.48%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
42
Increased
114
Reduced
82
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
201
Retirement Investment Advisors
Oklahoma
$267K
SWA
202
Strategies Wealth Advisors
Michigan
$254K -$21.9K -889 -8%
MWA
203
Martel Wealth Advisors
Washington
$252K +$20.4K +825 +8%
TFA
204
Teamwork Financial Advisors
Texas
$251K +$261K +10,552 New
CW
205
Channel Wealth
California
$250K +$259K +10,502 New
ARG
206
Advisory Resource Group
Oklahoma
$250K +$47.4K +1,919 +22%
AWG
207
Altus Wealth Group
Colorado
$247K -$123K -5,000 -33%
HWA
208
HCR Wealth Advisors
California
$239K -$6.17K -250 -2%
QC
209
Quadrature Capital
United Kingdom
$237K +$246K +9,972 New
HG
210
Harbor Group
New Hampshire
$234K -$7.16K -290 -3%
First Trust Advisors
211
First Trust Advisors
Illinois
$231K +$4.72K +191 +2%
SWP
212
ShoreHaven Wealth Partners
New Jersey
$227K -$1.01M -41,035 -81%
WCG
213
Weaver Consulting Group
California
$223K +$232K +9,378 New
PWM
214
Prentice Wealth Management
New York
$223K +$231K +9,350 New
BDF
215
Black Diamond Financial
Maryland
$222K
AAS
216
Annex Advisory Services
Wisconsin
$220K +$228K +9,229 New
WWM
217
Western Wealth Management
Colorado
$217K +$225K +9,114 New
SSWM
218
Sheets Smith Wealth Management
North Carolina
$216K +$5.51K +223 +3%
WLIM
219
White Lighthouse Investment Management
Massachusetts
$214K
ACM
220
AlphaStar Capital Management
North Carolina
$213K
C
221
CEDRUS
Colorado
$211K
FA
222
Flagstar Advisors
New York
$209K +$2.22K +90 +1%
PFA
223
Petra Financial Advisors
Colorado
$209K +$216K +8,761 New
CHA
224
Carmichael Hill & Associates
Maryland
$198K -$28.8K -1,165 -12%
MTIC
225
Missouri Trust & Investment Company
Missouri
$191K +$98.8K +4,000 +100%

HYMB Hedge Fund Activity: Q3 2023 in Review

282 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q3 2023, worth a combined $1.48B — down 5.1% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new HYMB positions and 35 closed out — a net gain of 7 holders — while 114 added to existing stakes and 82 trimmed.

The largest buyer was Wells Fargo, adding an estimated $25.3M. The largest seller was Goldman Sachs, cutting an estimated $47.6M.

  • 282 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q3 2023, up from 277 in Q2 2023.
  • Funds reported $1.48B of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q3 2023, down 5.1% quarter-over-quarter.
  • 42 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q3 2023 and 35 closed out, a net change of +7 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q3 2023 was Wells Fargo, an estimated $25.3M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q3 2023 was Goldman Sachs, an estimated $47.6M sold.

Based on aggregated 13F filings for Q3 2023.