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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

334 hedge funds and large institutions have $2.1B invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 123 increasing their positions, 88 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 30

42% more capital invested

Capital invested by funds: $1.48B → $2.1B (+$626M)

40% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 88

18% more funds holding

Funds holding: 282334 (+52)

7.12% more ownership

Funds ownership: 77.4%84.52% (+7.1%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

97% less call options, than puts

Call options by funds: $5K | Put options by funds: $185K

Holders
334
Holders Change
+52
Holders Change %
+18.44%
% of All Funds
4.87%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
86
Increased
123
Reduced
88
Closed
30
Calls
$5K
Puts
$185K
Net Calls
-$180K
Net Calls Change
-$180K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$220M +$141M +5,823,825 +202%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$219M +$234K +9,664 +0.1%
SEI Investments
3
SEI Investments
Pennsylvania
$191M +$23.8M +986,580 +15%
Bank of America
4
Bank of America
North Carolina
$137M +$40.7M +1,682,931 +45%
RJA
5
Raymond James & Associates
Florida
$126M +$1.26M +52,349 +1%
Wells Fargo
6
Wells Fargo
California
$124M +$15.6M +645,238 +15%
Morgan Stanley
7
Morgan Stanley
New York
$90.6M +$60.2M +2,490,146 +228%
APP
8
Avantax Planning Partners
Iowa
$73.2M -$3.09M -128,066 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$71.3M +$10.3M +426,430 +18%
LPL Financial
10
LPL Financial
California
$68.7M +$12.6M +519,723 +24%
ETC
11
Exchange Traded Concepts
Oklahoma
$57M +$54.5M +2,253,790 New
GC
12
Grimes & Company
Massachusetts
$56.8M +$54.3M +2,245,555 New
UCFA
13
United Capital Financial Advisors
Texas
$33.2M -$24.1M -996,627 -43%
Ameriprise
14
Ameriprise
Minnesota
$21.9M +$6.13M +253,843 +41%
RWP
15
Revolve Wealth Partners
New Jersey
$20M +$1.61M +66,652 +9%
PO
16
Private Ocean
California
$18.2M -$9.53M -394,450 -35%
UBS Group
17
UBS Group
Switzerland
$17.6M +$5.29M +218,907 +46%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$17.3M +$1.57M +64,799 +10%
OPAM
19
Ocean Park Asset Management
California
$15.2M +$14.5M +601,500 New
WTB
20
Washington Trust Bank
Washington
$14M +$12M +495,768 +839%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$12.7M +$792K +32,777 +7%
EWM
22
Empirical Wealth Management
Washington
$12.4M -$1.21M -49,969 -9%
CAAS
23
Capital Asset Advisory Services
Michigan
$11.2M -$389K -16,101 -4%
AWM
24
Axxcess Wealth Management
California
$10.8M -$280K -11,575 -3%
WWA
25
WCG Wealth Advisors
Nevada
$10.8M -$1.28M -53,076 -11%

HYMB Hedge Fund Activity: Q4 2023 in Review

334 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q4 2023, worth a combined $2.1B — up 42% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new HYMB positions and 30 closed out — a net gain of 56 holders — while 123 added to existing stakes and 88 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $141M. The largest seller was United Capital Financial Advisors, cutting an estimated $24.1M.

  • 334 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q4 2023, up from 282 in Q3 2023.
  • Funds reported $2.1B of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q4 2023, up 42% quarter-over-quarter.
  • 86 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q4 2023 and 30 closed out, a net change of +56 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q4 2023 was Goldman Sachs, an estimated $141M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q4 2023 was United Capital Financial Advisors, an estimated $24.1M sold.

Based on aggregated 13F filings for Q4 2023.