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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

206 hedge funds and large institutions have $1.07B invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 14

80% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 46

17% more capital invested

Capital invested by funds: $909M → $1.07B (+$158M)

13% more funds holding

Funds holding: 182206 (+24)

3.61% more ownership

Funds ownership: 133.48%137.1% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $504K

Holders
206
Holders Change
+24
Holders Change %
+13.19%
% of All Funds
3.62%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
39
Increased
83
Reduced
46
Closed
14
Calls
Puts
$504K
Net Calls
-$504K
Net Calls Change
-$504K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$229M +$45.7M +1,539,748 +25%
RJA
2
Raymond James & Associates
Florida
$112M +$8.54M +287,734 +8%
PO
3
Private Ocean
California
$77.6M +$5.82M +195,996 +8%
Jane Street
4
Jane Street
New York
$69.1M +$68.1M +2,294,386 +6,641%
Bank of America
5
Bank of America
North Carolina
$64.2M -$12.4M -418,670 -16%
SEI Investments
6
SEI Investments
Pennsylvania
$62.7M
Goldman Sachs
7
Goldman Sachs
New York
$41.8M +$6.14M +206,672 +17%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$24.7M +$6.09M +204,984 +33%
LPL Financial
9
LPL Financial
California
$23.4M +$636K +21,420 +3%
Morgan Stanley
10
Morgan Stanley
New York
$23M +$1.33M +44,774 +6%
TCM
11
Tradewinds Capital Management
Washington
$21M +$2.49M +83,820 +13%
UCFA
12
United Capital Financial Advisors
Texas
$19.1M +$3.89M +131,120 +26%
AWE
13
Avidian Wealth Enterprises
Texas
$17.9M +$6.64M +223,648 +59%
APP
14
Avantax Planning Partners
Iowa
$16M -$667K -22,460 -4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$15.3M +$2.67M +90,064 +21%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$13.7M -$762K -25,664 -5%
SW
17
SVB Wealth
Massachusetts
$12.3M -$9.74K -328 -0.1%
UBS Group
18
UBS Group
Switzerland
$11.1M +$995K +33,500 +10%
Osaic Holdings
19
Osaic Holdings
Arizona
$10.9M +$572K +19,254 +6%
Ameriprise
20
Ameriprise
Minnesota
$8.81M -$668K -22,496 -7%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$7.95M -$6.5M -219,002 -45%
Barclays
22
Barclays
United Kingdom
$7.89M +$7.9M +265,998 New
EWM
23
Empirical Wealth Management
Washington
$7.25M -$1.13M -38,154 -13%
APA
24
Allegiant Private Advisors
Florida
$6.62M +$1.64M +55,168 +33%
Wells Fargo
25
Wells Fargo
California
$6.47M -$1.03M -34,840 -14%

HYMB Hedge Fund Activity: Q1 2021 in Review

206 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q1 2021, worth a combined $1.07B — up 17% from $909M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new HYMB positions and 14 closed out — a net gain of 25 holders — while 83 added to existing stakes and 46 trimmed.

The largest buyer was Jane Street, adding an estimated $68.1M. The largest seller was Bank of America, cutting an estimated $12.4M.

  • 206 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q1 2021, up from 182 in Q4 2020.
  • Funds reported $1.07B of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q1 2021, up 17% quarter-over-quarter.
  • 39 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q1 2021 and 14 closed out, a net change of +25 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q1 2021 was Jane Street, an estimated $68.1M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q1 2021 was Bank of America, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2021.