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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

360 hedge funds and large institutions have $2.18B invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 160 increasing their positions, 104 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 104

40% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 30

3% more funds holding

Funds holding: 351360 (+9)

0% less capital invested

Capital invested by funds: $2.18B → $2.18B (-$4.44M)

4.47% less ownership

Funds ownership: 81.49%77.02% (-4.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

95% less call options, than puts

Call options by funds: $11K | Put options by funds: $234K

Holders
360
Holders Change
+9
Holders Change %
+2.56%
% of All Funds
5.17%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
42
Increased
160
Reduced
104
Closed
30
Calls
$11K
Puts
$234K
Net Calls
-$223K
Net Calls Change
-$223K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$397M +$31.7M +1,221,411 +9%
SEI Investments
2
SEI Investments
Pennsylvania
$150M -$35.5M -1,366,515 -19%
Wells Fargo
3
Wells Fargo
California
$133M +$1.4M +54,098 +1%
Goldman Sachs
4
Goldman Sachs
New York
$129M -$29.4M -1,131,534 -19%
RJA
5
Raymond James & Associates
Florida
$127M -$1.18M -45,464 -0.9%
Bank of America
6
Bank of America
North Carolina
$107M -$55.7M -2,146,628 -34%
LPL Financial
7
LPL Financial
California
$62.3M +$3.79M +146,261 +7%
GC
8
Grimes & Company
Massachusetts
$60.8M +$1.2M +46,203 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$58.7M +$1.45M +55,801 +3%
APP
10
Avantax Planning Partners
Iowa
$53.4M -$17.6M -678,059 -25%
Morgan Stanley
11
Morgan Stanley
New York
$51.3M +$6.22M +239,656 +14%
HighTower Advisors
12
HighTower Advisors
Illinois
$40.8M +$2.54M +98,024 +7%
UCFA
13
United Capital Financial Advisors
Texas
$35M -$107K -4,115 -0.3%
OPAM
14
Ocean Park Asset Management
California
$31.4M +$9.45M +364,200 +44%
RWP
15
Revolve Wealth Partners
New Jersey
$27.5M +$1.59M +61,340 +6%
Ameriprise
16
Ameriprise
Minnesota
$25.3M +$140K +5,409 +0.6%
WANY
17
Wealthspire Advisors (New York)
New York
$23.7M +$23.4M +900,292 New
Renaissance Technologies
18
Renaissance Technologies
New York
$18.5M +$9.98M +384,628 +121%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$18.5M +$1.2M +46,435 +7%
UBS Group
20
UBS Group
Switzerland
$18M -$842K -32,442 -5%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$14.8M +$2.01M +77,378 +16%
EWM
22
Empirical Wealth Management
Washington
$14.7M +$692K +26,660 +5%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$14.6M -$234K -9,011 -2%
ETC
24
Exchange Traded Concepts
Oklahoma
$14M -$2.14M -82,550 -13%
MG
25
Mather Group
Illinois
$13.6M +$6.08M +234,498 +83%

HYMB Hedge Fund Activity: Q3 2024 in Review

360 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q3 2024, worth a combined $2.18B — down 0.2% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new HYMB positions and 30 closed out — a net gain of 12 holders — while 160 added to existing stakes and 104 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $31.7M. The largest seller was Bank of America, cutting an estimated $55.7M.

  • 360 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q3 2024, up from 351 in Q2 2024.
  • Funds reported $2.18B of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q3 2024, down 0.2% quarter-over-quarter.
  • 42 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q3 2024 and 30 closed out, a net change of +12 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q3 2024 was Fidelity Investments, an estimated $31.7M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q3 2024 was Bank of America, an estimated $55.7M sold.

Based on aggregated 13F filings for Q3 2024.