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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

444 hedge funds and large institutions have $3.95B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 129 increasing their positions, 181 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.66% less ownership

Funds ownership: 87.69%87.03% (-0.66%)

6% less funds holding

Funds holding: 470444 (-26)

6% less capital invested

Capital invested by funds: $4.22B → $3.95B (-$272M)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

27% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 67

29% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 181

Holders
444
Holders Change
-26
Holders Change %
-5.53%
% of All Funds
7.65%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.31%
New
49
Increased
129
Reduced
181
Closed
67
Calls
$281K
Puts
Net Calls
+$281K
Net Calls Change
+$281K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
Continuum Advisory
Idaho
$777K -$64.6K -1,369 -8%
EFG
227
Everhart Financial Group
Ohio
$762K +$780K +16,526 New
DI
228
Disciplined Investments
Oklahoma
$752K +$24K +508 +3%
MAM
229
MMA Asset Management
Pennsylvania
$751K +$116K +2,467 +18%
MFA
230
Mayflower Financial Advisors
Massachusetts
$743K +$760K +16,115 New
NEWAS
231
N.E.W. Advisory Services
Wisconsin
$721K -$43.1K -913 -6%
IWM
232
IHT Wealth Management
Illinois
$717K +$734K +15,565 New
Bank of New York Mellon
233
Bank of New York Mellon
New York
$715K +$28.8K +611 +4%
JWM
234
JFG Wealth Management
Colorado
$691K +$707K +14,995 New
JC
235
Jentner Corp
Ohio
$687K
TA
236
Tiedemann Advisors
New York
$683K
EWA
237
EverSource Wealth Advisors
Alabama
$683K +$17.5K +371 +3%
WS
238
Wedbush Securities
California
$682K -$35.1K -743 -5%
AF
239
Apexium Financial
Texas
$659K +$675K +14,304 New
CAM
240
Cresset Asset Management
Illinois
$658K -$510K -10,820 -43%
BF
241
BOK Financial
Oklahoma
$651K +$207K +4,386 +45%
CCM
242
Colorado Capital Management
Colorado
$636K -$145K -3,071 -18%
KeyBank National Association
243
KeyBank National Association
Ohio
$632K
SIG
244
Spinnaker Investment Group
California
$632K +$79.7K +1,689 +14%
OPCM
245
Osborne Partners Capital Management
California
$625K
SPIA
246
Steward Partners Investment Advisory
New York
$623K +$568K +12,039 +810%
ACM
247
Antonetti Capital Management
Florida
$622K
BC
248
Bowman & Company
Wisconsin
$620K -$282K -5,975 -31%
CWA
249
Canvas Wealth Advisors
Kansas
$606K -$389K -8,245 -39%
MAC
250
Mason & Associates (California)
California
$598K

SHM Hedge Fund Activity: Q3 2022 in Review

444 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q3 2022, worth a combined $3.95B — down 6.4% from $4.22B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of SHM and 49 opened new positions — a net loss of 18 holders — while 181 trimmed existing stakes and 129 added.

The largest buyer was SEI Investments, adding an estimated $42.6M. The largest seller was Raymond James & Associates, cutting an estimated $106M.

  • 444 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q3 2022, down from 470 in Q2 2022.
  • Funds reported $3.95B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q3 2022, down 6.4% quarter-over-quarter.
  • 49 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q3 2022 and 67 closed out, a net change of -18 holders.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q3 2022 was SEI Investments, an estimated $42.6M added.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q3 2022 was Raymond James & Associates, an estimated $106M sold.

Based on aggregated 13F filings for Q3 2022.