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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

275 hedge funds and large institutions have $1.5B invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 81 increasing their positions, 126 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $60K | Put options by funds: $15K

35% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 26

1% more funds holding

Funds holding: 273275 (+2)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

16% less capital invested

Capital invested by funds: $1.79B → $1.5B (-$294M)

36% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 126

85.06% less ownership

Funds ownership: 162.64%77.58% (-85%)

Holders
275
Holders Change
+2
Holders Change %
+0.73%
% of All Funds
4.38%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
35
Increased
81
Reduced
126
Closed
26
Calls
$60K
Puts
$15K
Net Calls
+$45K
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$185M +$12.5M +499,105 +7%
SEI Investments
2
SEI Investments
Pennsylvania
$163M -$16M -640,656 -9%
Goldman Sachs
3
Goldman Sachs
New York
$121M -$84.5M -3,381,104 -41%
RJA
4
Raymond James & Associates
Florida
$118M +$7.36M +294,563 +7%
Bank of America
5
Bank of America
North Carolina
$89.1M -$85.4M -3,416,319 -49%
APP
6
Avantax Planning Partners
Iowa
$63.6M -$880K -35,203 -1%
UCFA
7
United Capital Financial Advisors
Texas
$61.1M +$9.21M +368,307 +18%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$55M +$3.42M +136,630 +7%
Wells Fargo
9
Wells Fargo
California
$54M -$18.5M -739,177 -26%
PO
10
Private Ocean
California
$49.6M +$3.7M +147,849 +8%
LPL Financial
11
LPL Financial
California
$47.9M +$2.98M +119,355 +7%
JPG
12
Jordan Park Group
California
$27.8M +$25M +998,458 +880%
Morgan Stanley
13
Morgan Stanley
New York
$25.4M -$15.9M -636,290 -39%
PCA
14
Pallas Capital Advisors
Massachusetts
$16.7M -$14.8M -590,015 -47%
1WM
15
1900 Wealth Management
Texas
$16M -$169K -6,747 -1%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$13.8M +$1.99M +79,730 +17%
RWP
17
Revolve Wealth Partners
New Jersey
$13.1M -$205K -8,188 -2%
Renaissance Technologies
18
Renaissance Technologies
New York
$13M +$7.67M +306,900 +144%
UBS Group
19
UBS Group
Switzerland
$12.7M -$850 -34 -0%
Osaic Holdings
20
Osaic Holdings
Arizona
$12.6M -$2.22M -88,626 -15%
CI
21
CX Institutional
Indiana
$12.4M +$278K +11,125 +2%
Ameriprise
22
Ameriprise
Minnesota
$12.1M -$512K -20,484 -4%
CAAS
23
Capital Asset Advisory Services
Michigan
$11.3M -$50.8K -2,032 -0.5%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$10.9M -$8.14M -325,549 -43%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$9.97M -$5.34M -213,575 -35%

HYMB Hedge Fund Activity: Q1 2023 in Review

275 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q1 2023, worth a combined $1.5B — down 16% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new HYMB positions and 26 closed out — a net gain of 9 holders — while 81 added to existing stakes and 126 trimmed.

The largest buyer was Jordan Park Group, adding an estimated $25M. The largest seller was Bank of America, cutting an estimated $85.4M.

  • 275 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q1 2023, up from 273 in Q4 2022.
  • Funds reported $1.5B of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q1 2023, down 16% quarter-over-quarter.
  • 35 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q1 2023 and 26 closed out, a net change of +9 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q1 2023 was Jordan Park Group, an estimated $25M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q1 2023 was Bank of America, an estimated $85.4M sold.

Based on aggregated 13F filings for Q1 2023.