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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

253 hedge funds and large institutions have $1.29B invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 109 increasing their positions, 44 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 21

148% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 44

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

16% more funds holding

Funds holding: 218253 (+35)

4.76% more ownership

Funds ownership: 140.7%145.45% (+4.8%)

4% more capital invested

Capital invested by funds: $1.25B → $1.29B (+$44.4M)

36% less call options, than puts

Call options by funds: $871K | Put options by funds: $1.36M

Holders
253
Holders Change
+35
Holders Change %
+16.06%
% of All Funds
3.89%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.17%
New
60
Increased
109
Reduced
44
Closed
21
Calls
$871K
Puts
$1.36M
Net Calls
-$493K
Net Calls Change
+$873K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$250M -$12.4M -414,024 -5%
RJA
2
Raymond James & Associates
Florida
$139M +$8.87M +296,866 +7%
PO
3
Private Ocean
California
$88.4M +$1.55M +51,998 +2%
Bank of America
4
Bank of America
North Carolina
$84.9M +$14.5M +486,116 +21%
SEI Investments
5
SEI Investments
Pennsylvania
$72.5M +$13.8M +462,490 +24%
Goldman Sachs
6
Goldman Sachs
New York
$53.2M +$3.91M +130,810 +8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$45.6M +$8.81M +294,750 +24%
Morgan Stanley
8
Morgan Stanley
New York
$35.8M +$2.32M +77,712 +7%
UCFA
9
United Capital Financial Advisors
Texas
$33.2M +$4.56M +152,390 +16%
LPL Financial
10
LPL Financial
California
$32.8M +$2.56M +85,772 +9%
APP
11
Avantax Planning Partners
Iowa
$17.5M +$2.14M +71,710 +14%
Osaic Holdings
12
Osaic Holdings
Arizona
$16.7M +$4.88M +163,240 +42%
1WM
13
1900 Wealth Management
Texas
$16.5M +$1.08M +36,288 +7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$14.9M +$491K +16,440 +3%
Wells Fargo
15
Wells Fargo
California
$14.6M +$1.51M +50,554 +12%
UBS Group
16
UBS Group
Switzerland
$13.8M +$1.01M +33,624 +8%
AWE
17
Avidian Wealth Enterprises
Texas
$13.7M -$559K -18,712 -4%
RWP
18
Revolve Wealth Partners
New Jersey
$13.6M +$13.5M +451,690 New
EF
19
Empowered Funds
Pennsylvania
$12.1M +$12M +401,400 New
TWM
20
Thrive Wealth Management
Pennsylvania
$11.6M +$11.5M +386,166 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$11.4M -$2.76M -92,304 -20%
EWM
22
Empirical Wealth Management
Washington
$11.4M +$1.28M +42,666 +13%
NW
23
NewEdge Wealth
Pennsylvania
$11.2M +$11.1M +372,318 New
Mariner
24
Mariner
Kansas
$10.6M -$449K -15,018 -4%
Citadel Advisors
25
Citadel Advisors
Florida
$9.26M -$11.3M -377,076 -55%

HYMB Hedge Fund Activity: Q4 2021 in Review

253 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q4 2021, worth a combined $1.29B — up 3.6% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new HYMB positions and 21 closed out — a net gain of 39 holders — while 109 added to existing stakes and 44 trimmed.

The largest buyer was Bank of America, adding an estimated $14.5M. The largest seller was ERTS Wealth Advisors, cutting an estimated $82.2M.

  • 253 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q4 2021, up from 218 in Q3 2021.
  • Funds reported $1.29B of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q4 2021, up 3.6% quarter-over-quarter.
  • 60 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q4 2021 and 21 closed out, a net change of +39 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q4 2021 was Bank of America, an estimated $14.5M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q4 2021 was ERTS Wealth Advisors, an estimated $82.2M sold.

Based on aggregated 13F filings for Q4 2021.