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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
RIA
201
Retirement Investment Advisors
Oklahoma
$465K +$173K +7,172 +64%
CAG
202
Curtis Advisory Group
California
$464K -$16K -661 -3%
AP
203
Aspect Partners
Virginia
$459K +$439K +18,158 New
AF
204
Advisornet Financial
Minnesota
$458K -$83K -3,433 -16%
DI
205
DFPG Investments
Utah
$457K -$10.6K -437 -2%
HNB
206
Huntington National Bank
Ohio
$444K
IWS
207
Insight Wealth Strategies
California
$444K +$3.36K +139 +0.8%
Qube Research & Technologies (QRT)
208
Qube Research & Technologies (QRT)
United Kingdom
$441K +$357K +14,793 +561%
LAM
209
LifePro Asset Management
California
$425K
OWM
210
Olympus Wealth Management
Utah
$424K +$405K +16,750 New
BWM
211
BCS Wealth Management
Tennessee
$422K +$104K +4,306 +35%
MTIC
212
Missouri Trust & Investment Company
Missouri
$411K +$199K +8,250 +103%
CGA
213
Crescent Grove Advisors
Illinois
$410K +$17.3K +717 +5%
SAF
214
Smith Anglin Financial
Texas
$409K -$53.5K -2,216 -12%
Truist Financial
215
Truist Financial
North Carolina
$408K -$599K -24,789 -61%
IWM
216
IHT Wealth Management
Illinois
$390K -$1.69M -70,071 -82%
BHWM
217
Bar Harbor Wealth Management
New Hampshire
$386K
MA
218
Mutual Advisors
Nebraska
$375K -$341K -14,102 -49%
C
219
CEDRUS
Colorado
$374K +$144K +5,942 +67%
OIA
220
OneDigital Investment Advisors
Kansas
$370K -$175K -7,229 -33%
FFO
221
Fiduciary Family Office
Florida
$368K +$352K +14,558 New
Cerity Partners
222
Cerity Partners
New York
$367K +$54.8K +2,267 +19%
JCM
223
Jacobi Capital Management
Pennsylvania
$359K
WP
224
WealthShield Partners
North Carolina
$358K -$19.7K -815 -5%
ARG
225
Advisory Resource Group
Oklahoma
$353K +$83.6K +3,458 +33%

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.