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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

351 hedge funds and large institutions have $2.18B invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 149 increasing their positions, 110 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 110

3.67% more ownership

Funds ownership: 77.82%81.49% (+3.7%)

6% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 36

3% more capital invested

Capital invested by funds: $2.13B → $2.18B (+$55M)

1% less funds holding

Funds holding: 353351 (-2)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
351
Holders Change
-2
Holders Change %
-0.57%
% of All Funds
5.07%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
38
Increased
149
Reduced
110
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$354M +$93.1M +3,663,175 +36%
SEI Investments
2
SEI Investments
Pennsylvania
$180M -$5.56M -218,788 -3%
Bank of America
3
Bank of America
North Carolina
$158M +$57.3M +2,254,740 +57%
Goldman Sachs
4
Goldman Sachs
New York
$153M +$4.54M +178,528 +3%
Wells Fargo
5
Wells Fargo
California
$128M +$13.9M +547,389 +12%
RJA
6
Raymond James & Associates
Florida
$125M -$475K -18,680 -0.4%
APP
7
Avantax Planning Partners
Iowa
$68.9M -$2.65M -104,075 -4%
GC
8
Grimes & Company
Massachusetts
$57.7M +$1.28M +50,547 +2%
LPL Financial
9
LPL Financial
California
$56.6M +$2.56M +100,716 +5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$55.5M +$4.21M +165,721 +8%
Morgan Stanley
11
Morgan Stanley
New York
$43.6M +$3.31M +130,098 +8%
HighTower Advisors
12
HighTower Advisors
Illinois
$37.1M +$21.4M +841,477 +137%
UCFA
13
United Capital Financial Advisors
Texas
$34M +$394K +15,503 +1%
Jane Street
14
Jane Street
New York
$27.9M +$27.8M +1,095,129 New
RWP
15
Revolve Wealth Partners
New Jersey
$25.1M +$1.48M +58,228 +6%
Ameriprise
16
Ameriprise
Minnesota
$24.4M -$115K -4,533 -0.5%
OPAM
17
Ocean Park Asset Management
California
$21.1M +$3.45M +135,800 +20%
UBS Group
18
UBS Group
Switzerland
$18.3M +$14.9K +586 +0.1%
TCM
19
Tradewinds Capital Management
Washington
$17.9M +$16.9M +664,820 +1,737%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$16.7M +$2.42M +95,093 +17%
ETC
21
Exchange Traded Concepts
Oklahoma
$15.7M -$67.2M -2,642,306 -81%
M&T Bank
22
M&T Bank
New York
$15.2M
PO
23
Private Ocean
California
$14.8M -$1.09M -42,883 -7%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$14.4M -$1.07M -42,071 -7%
EWM
25
Empirical Wealth Management
Washington
$13.6M +$85.9K +3,379 +0.6%

HYMB Hedge Fund Activity: Q2 2024 in Review

351 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q2 2024, worth a combined $2.18B — up 2.6% from $2.13B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new HYMB positions and 36 closed out — a net gain of 2 holders — while 149 added to existing stakes and 110 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $93.1M. The largest seller was Exchange Traded Concepts, cutting an estimated $67.2M.

  • 351 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q2 2024, down from 353 in Q1 2024.
  • Funds reported $2.18B of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q2 2024, up 2.6% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q2 2024 and 36 closed out, a net change of +2 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q2 2024 was Fidelity Investments, an estimated $93.1M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q2 2024 was Exchange Traded Concepts, an estimated $67.2M sold.

Based on aggregated 13F filings for Q2 2024.