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State Street SPDR Nuveen ICE High Yield Municipal Bond ETF

395 hedge funds and large institutions have $2.27B invested in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 166 increasing their positions, 107 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more call options, than puts

Call options by funds: $246K | Put options by funds: $79K

195% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 22

55% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 107

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10% more funds holding

Funds holding: 360395 (+35)

2.53% more ownership

Funds ownership: 77.02%79.56% (+2.5%)

4% more capital invested

Capital invested by funds: $2.18B → $2.27B (+$96.2M)

Holders
395
Holders Change
+35
Holders Change %
+9.72%
% of All Funds
5.2%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
65
Increased
166
Reduced
107
Closed
22
Calls
$246K
Puts
$79K
Net Calls
+$167K
Net Calls Change
+$390K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$334M -$53.3M -2,053,968 -14%
Wells Fargo
2
Wells Fargo
California
$155M +$25.7M +991,914 +20%
Raymond James Financial
3
Raymond James Financial
Florida
$143M +$145M +5,593,808 New
SEI Investments
4
SEI Investments
Pennsylvania
$142M -$4.24M -163,575 -3%
Goldman Sachs
5
Goldman Sachs
New York
$137M +$12M +461,034 +9%
Bank of America
6
Bank of America
North Carolina
$131M +$27.6M +1,064,117 +26%
LPL Financial
7
LPL Financial
California
$68.6M +$8.08M +311,498 +13%
GC
8
Grimes & Company
Massachusetts
$61.7M +$2.55M +98,204 +4%
Morgan Stanley
9
Morgan Stanley
New York
$59.5M +$9.72M +374,771 +19%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$58.6M +$1.43M +55,277 +2%
HighTower Advisors
11
HighTower Advisors
Illinois
$54.1M +$14.5M +558,290 +36%
APP
12
Avantax Planning Partners
Iowa
$51.3M -$696K -26,849 -1%
WMN
13
Wealth Management Nebraska
Nebraska
$42.2M +$15.9M +612,065 New
OPAM
14
Ocean Park Asset Management
California
$40.9M +$10.4M +402,900 +34%
UCFA
15
United Capital Financial Advisors
Texas
$33.5M -$501K -19,318 -1%
RWP
16
Revolve Wealth Partners
New Jersey
$28.1M +$1.29M +49,809 +5%
Ameriprise
17
Ameriprise
Minnesota
$27.5M +$2.88M +110,978 +12%
UBS Group
18
UBS Group
Switzerland
$20.9M +$3.36M +129,733 +19%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$18.6M +$616K +23,741 +3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$16.9M +$2.59M +99,676 +18%
EWM
21
Empirical Wealth Management
Washington
$15M +$693K +26,737 +5%
MG
22
Mather Group
Illinois
$14.2M +$986K +38,000 +7%
CAAS
23
Capital Asset Advisory Services
Michigan
$13.3M +$1.05M +40,533 +8%
PI
24
Parkside Investments
Illinois
$12.9M +$678K +26,150 +5%
AWM
25
Axxcess Wealth Management
California
$12.8M +$834K +32,162 +7%

HYMB Hedge Fund Activity: Q4 2024 in Review

395 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) for Q4 2024, worth a combined $2.27B — up 4.4% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new HYMB positions and 22 closed out — a net gain of 43 holders — while 166 added to existing stakes and 107 trimmed.

The largest buyer was Bank of America, adding an estimated $27.6M. The largest seller was Fidelity Investments, cutting an estimated $53.3M.

  • 395 institutional investors held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) as of Q4 2024, up from 360 in Q3 2024.
  • Funds reported $2.27B of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF stock for Q4 2024, up 4.4% quarter-over-quarter.
  • 65 funds opened new State Street SPDR Nuveen ICE High Yield Municipal Bond ETF positions in Q4 2024 and 22 closed out, a net change of +43 holders.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF buyer in Q4 2024 was Bank of America, an estimated $27.6M added.
  • The largest State Street SPDR Nuveen ICE High Yield Municipal Bond ETF seller in Q4 2024 was Fidelity Investments, an estimated $53.3M sold.

Based on aggregated 13F filings for Q4 2024.