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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

282 hedge funds and large institutions have $1.48B invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 114 increasing their positions, 82 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 82

20% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 35

2% more funds holding

Funds holding: 277282 (+5)

1.43% less ownership

Funds ownership: 78.83%77.4% (-1.4%)

5% less capital invested

Capital invested by funds: $1.56B → $1.48B (-$78.7M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
282
Holders Change
+5
Holders Change %
+1.81%
% of All Funds
4.48%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
42
Increased
114
Reduced
82
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$206M -$3.54M -143,322 -2%
SEI Investments
2
SEI Investments
Pennsylvania
$156M +$12.9M +524,364 +9%
RJA
3
Raymond James & Associates
Florida
$117M +$2.2M +88,952 +2%
Wells Fargo
4
Wells Fargo
California
$101M +$25.3M +1,025,046 +32%
Bank of America
5
Bank of America
North Carolina
$88.8M +$7.8M +316,070 +9%
APP
6
Avantax Planning Partners
Iowa
$72M +$18.2M +736,338 +32%
Goldman Sachs
7
Goldman Sachs
New York
$68.7M -$47.6M -1,929,802 -40%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$57M -$4.93M -199,502 -8%
UCFA
9
United Capital Financial Advisors
Texas
$55M -$6.26M -253,428 -10%
LPL Financial
10
LPL Financial
California
$52.3M +$3.84M +155,713 +8%
PO
11
Private Ocean
California
$26.5M -$8.87M -359,380 -24%
Morgan Stanley
12
Morgan Stanley
New York
$26M +$434K +17,580 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$17.7M +$9.77M +395,670 +114%
RWP
14
Revolve Wealth Partners
New Jersey
$17.3M +$3.69M +149,586 +26%
1WM
15
1900 Wealth Management
Texas
$15.1M -$286K -11,591 -2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$14.7M +$342K +13,867 +2%
Ameriprise
17
Ameriprise
Minnesota
$14.5M +$2.44M +98,916 +19%
TCM
18
Tradewinds Capital Management
Washington
$12.9M +$13.4M +541,263 +279,002%
EWM
19
Empirical Wealth Management
Washington
$12.9M +$2.03M +82,198 +18%
CI
20
CX Institutional
Indiana
$12.3M +$743K +30,111 +6%
WWA
21
WCG Wealth Advisors
Nevada
$11.9M +$881K +35,670 +8%
UBS Group
22
UBS Group
Switzerland
$11.4M -$943K -38,206 -7%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$11.2M -$1.52M -61,405 -12%
CAAS
24
Capital Asset Advisory Services
Michigan
$10.9M +$397K +16,060 +4%
AWM
25
Axxcess Wealth Management
California
$10.5M +$10.9M +440,341 New

HYMB Hedge Fund Activity: Q3 2023 in Review

282 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q3 2023, worth a combined $1.48B — down 5.1% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new HYMB positions and 35 closed out — a net gain of 7 holders — while 114 added to existing stakes and 82 trimmed.

The largest buyer was Wells Fargo, adding an estimated $25.3M. The largest seller was Goldman Sachs, cutting an estimated $47.6M.

  • 282 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q3 2023, up from 277 in Q2 2023.
  • Funds reported $1.48B of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q3 2023, down 5.1% quarter-over-quarter.
  • 42 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q3 2023 and 35 closed out, a net change of +7 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q3 2023 was Wells Fargo, an estimated $25.3M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q3 2023 was Goldman Sachs, an estimated $47.6M sold.

Based on aggregated 13F filings for Q3 2023.