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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

225 hedge funds and large institutions have $1.24B invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 99 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 18

87% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 53

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

16% more capital invested

Capital invested by funds: $1.07B → $1.24B (+$173M)

9% more funds holding

Funds holding: 206225 (+19)

4.06% more ownership

Funds ownership: 137.1%141.16% (+4.1%)

73% less call options, than puts

Call options by funds: $347K | Put options by funds: $1.28M

Holders
225
Holders Change
+19
Holders Change %
+9.22%
% of All Funds
3.92%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
40
Increased
99
Reduced
53
Closed
18
Calls
$347K
Puts
$1.28M
Net Calls
-$931K
Net Calls Change
-$427K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$250M +$14.8M +492,976 +6%
RJA
2
Raymond James & Associates
Florida
$123M +$8.36M +278,250 +7%
PO
3
Private Ocean
California
$83.3M +$3.68M +122,564 +5%
Bank of America
4
Bank of America
North Carolina
$72.1M +$6.23M +207,480 +10%
Jane Street
5
Jane Street
New York
$69.6M -$1.18M -39,172 -2%
SEI Investments
6
SEI Investments
Pennsylvania
$60.5M -$4.04M -134,454 -6%
Goldman Sachs
7
Goldman Sachs
New York
$45.6M +$2.76M +91,832 +7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$32.1M +$6.73M +224,186 +27%
TCM
9
Tradewinds Capital Management
Washington
$27.8M +$6.23M +207,536 +29%
Morgan Stanley
10
Morgan Stanley
New York
$26.8M +$3.21M +106,978 +14%
LPL Financial
11
LPL Financial
California
$25.1M +$1.09M +36,340 +5%
UCFA
12
United Capital Financial Advisors
Texas
$24.6M +$5.01M +166,922 +26%
Citadel Advisors
13
Citadel Advisors
Florida
$20.8M +$14.7M +490,276 +251%
AWE
14
Avidian Wealth Enterprises
Texas
$18.1M -$275K -9,160 -2%
APP
15
Avantax Planning Partners
Iowa
$15.7M -$716K -23,852 -4%
1WM
16
1900 Wealth Management
Texas
$15.6M +$1.33M +44,374 +9%
Osaic Holdings
17
Osaic Holdings
Arizona
$14.7M +$3.41M +113,624 +31%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$14.5M -$1.13M -37,772 -7%
AFIMH
19
American Family Insurance Mutual Holding
Wisconsin
$13.4M +$13.2M +440,000 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$13.3M -$752K -25,022 -5%
SW
21
SVB Wealth
Massachusetts
$12.5M -$101K -3,356 -0.8%
UBS Group
22
UBS Group
Switzerland
$12M +$593K +19,740 +5%
Renaissance Technologies
23
Renaissance Technologies
New York
$11.4M +$8.76M +291,504 +351%
EWM
24
Empirical Wealth Management
Washington
$9.49M +$2.03M +67,480 +28%
Ameriprise
25
Ameriprise
Minnesota
$8.79M -$239K -7,944 -3%

HYMB Hedge Fund Activity: Q2 2021 in Review

225 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q2 2021, worth a combined $1.24B — up 16% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new HYMB positions and 18 closed out — a net gain of 22 holders — while 99 added to existing stakes and 53 trimmed.

The largest buyer was Weitzel Financial Services, opening a new position worth an estimated $17.7M. The largest seller was SEI Investments, cutting an estimated $4.04M.

  • 225 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q2 2021, up from 206 in Q1 2021.
  • Funds reported $1.24B of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q2 2021, up 16% quarter-over-quarter.
  • 40 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q2 2021 and 18 closed out, a net change of +22 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q2 2021 was Weitzel Financial Services, an estimated $17.7M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q2 2021 was SEI Investments, an estimated $4.04M sold.

Based on aggregated 13F filings for Q2 2021.