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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

273 hedge funds and large institutions have $1.79B invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 100 increasing their positions, 74 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 33

50% more capital invested

Capital invested by funds: $1.19B → $1.79B (+$600M)

35% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 74

24.89% more ownership

Funds ownership: 137.75%162.64% (+25%)

17% more funds holding

Funds holding: 234273 (+39)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

82% less call options, than puts

Call options by funds: $305K | Put options by funds: $1.69M

Holders
273
Holders Change
+39
Holders Change %
+16.67%
% of All Funds
4.39%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
73
Increased
100
Reduced
74
Closed
33
Calls
$305K
Puts
$1.69M
Net Calls
-$1.39M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$201M +$113M +4,644,250 +130%
SEI Investments
2
SEI Investments
Pennsylvania
$175M +$91.4M +3,751,414 +111%
Bank of America
3
Bank of America
North Carolina
$171M +$85.5M +3,511,762 +101%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$169M +$32.9M +1,352,842 +24%
RJA
5
Raymond James & Associates
Florida
$108M +$2.63M +108,118 +3%
Jane Street
6
Jane Street
New York
$78.4M +$77.9M +3,200,082 New
Wells Fargo
7
Wells Fargo
California
$70.9M +$49.5M +2,031,768 +235%
APP
8
Avantax Planning Partners
Iowa
$63.1M +$7.9M +324,190 +14%
UCFA
9
United Capital Financial Advisors
Texas
$50.8M +$2.02M +83,094 +4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$50.4M -$1.59M -65,346 -3%
PPW
11
Parcion Private Wealth
Washington
$45.2M +$33M +1,353,702 +274%
PO
12
Private Ocean
California
$44.8M -$17.1M -701,202 -28%
LPL Financial
13
LPL Financial
California
$43.9M +$8.94M +366,940 +26%
Morgan Stanley
14
Morgan Stanley
New York
$40.4M +$14.3M +587,070 +55%
PCA
15
Pallas Capital Advisors
Massachusetts
$16.1M +$16.4M +674,774 +115%
SG Americas Securities
16
SG Americas Securities
New York
$15.6M +$15.5M +636,400 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$15M +$4.92M +202,074 +49%
Osaic Holdings
18
Osaic Holdings
Arizona
$14M +$4.31M +176,864 +43%
HighTower Advisors
19
HighTower Advisors
Illinois
$14M +$11.7M +482,014 +532%
RWP
20
Revolve Wealth Partners
New Jersey
$13.1M +$4.01M +164,514 +45%
1WM
21
1900 Wealth Management
Texas
$12.7M -$1.94M -79,780 -13%
Ameriprise
22
Ameriprise
Minnesota
$12.4M -$3.1M -127,184 -20%
UBS Group
23
UBS Group
Switzerland
$12.4M +$4.56M +187,102 +58%
CI
24
CX Institutional
Indiana
$11.9M +$5.54M +227,356 +88%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$11.5M +$411K +16,892 +4%

HYMB Hedge Fund Activity: Q4 2022 in Review

273 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q4 2022, worth a combined $1.79B — up 50% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new HYMB positions and 33 closed out — a net gain of 40 holders — while 100 added to existing stakes and 74 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $113M. The largest seller was Pinnacle Wealth Planning Services, exiting entirely with an estimated $28.8M sold.

  • 273 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q4 2022, up from 234 in Q3 2022.
  • Funds reported $1.79B of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q4 2022, up 50% quarter-over-quarter.
  • 73 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q4 2022 and 33 closed out, a net change of +40 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q4 2022 was Goldman Sachs, an estimated $113M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q4 2022 was Pinnacle Wealth Planning Services, an estimated $28.8M sold.

Based on aggregated 13F filings for Q4 2022.