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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

182 hedge funds and large institutions have $909M invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 13

59% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 41

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

24% more capital invested

Capital invested by funds: $734M → $909M (+$175M)

14% more funds holding

Funds holding: 160182 (+22)

11.16% more ownership

Funds ownership: 122.32%133.48% (+11%)

Holders
182
Holders Change
+22
Holders Change %
+13.75%
% of All Funds
3.22%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
37
Increased
65
Reduced
41
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$183M +$26.8M +930,098 +18%
RJA
2
Raymond James & Associates
Florida
$103M +$5.75M +199,826 +6%
Bank of America
3
Bank of America
North Carolina
$76.1M +$15.5M +537,350 +26%
PO
4
Private Ocean
California
$71.4M +$32.4M +1,126,252 +87%
SEI Investments
5
SEI Investments
Pennsylvania
$62.7M -$2.12M -73,480 -3%
Goldman Sachs
6
Goldman Sachs
New York
$35.5M +$342K +11,876 +1%
LPL Financial
7
LPL Financial
California
$22.7M -$783K -27,196 -3%
Morgan Stanley
8
Morgan Stanley
New York
$21.5M +$1.4M +48,586 +7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$18.5M +$4.15M +144,020 +30%
TCM
10
Tradewinds Capital Management
Washington
$18.4M +$17.9M +621,878 +41,021%
APP
11
Avantax Planning Partners
Iowa
$16.6M -$4.46M -155,044 -22%
UCFA
12
United Capital Financial Advisors
Texas
$15.1M +$3.84M +133,408 +35%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$14.4M +$852K +29,594 +6%
Qube Research & Technologies (QRT)
14
Qube Research & Technologies (QRT)
United Kingdom
$14.4M -$5.9M -204,812 -30%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$12.6M +$3.2M +111,032 +35%
SW
16
SVB Wealth
Massachusetts
$12.2M +$1.14M +39,676 +11%
1WM
17
1900 Wealth Management
Texas
$11.8M +$11.6M +401,194 New
AWE
18
Avidian Wealth Enterprises
Texas
$11.2M +$2.05M +71,222 +23%
Osaic Holdings
19
Osaic Holdings
Arizona
$10.3M +$594K +20,620 +6%
UBS Group
20
UBS Group
Switzerland
$10M -$700K -24,310 -7%
Ameriprise
21
Ameriprise
Minnesota
$9.39M +$2.84M +98,540 +45%
AWA
22
Aaron Wealth Advisors
Illinois
$8.43M +$8.23M +285,950 New
EWM
23
Empirical Wealth Management
Washington
$8.34M +$211K +7,318 +3%
Wells Fargo
24
Wells Fargo
California
$7.46M -$318K -11,048 -4%
Truist Financial
25
Truist Financial
North Carolina
$7.21M +$1.25M +43,558 +22%

HYMB Hedge Fund Activity: Q4 2020 in Review

182 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q4 2020, worth a combined $909M — up 24% from $734M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new HYMB positions and 13 closed out — a net gain of 24 holders — while 65 added to existing stakes and 41 trimmed.

The largest buyer was Private Ocean, adding an estimated $32.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $7.86M sold.

  • 182 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q4 2020, up from 160 in Q3 2020.
  • Funds reported $909M of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q4 2020, up 24% quarter-over-quarter.
  • 37 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q4 2020 and 13 closed out, a net change of +24 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q4 2020 was Private Ocean, an estimated $32.4M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q4 2020 was Citadel Advisors, an estimated $7.86M sold.

Based on aggregated 13F filings for Q4 2020.