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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
RCAG
251
Rehmann Capital Advisory Group
Michigan
$581K -$3.92K -83 -0.7%
HWA
252
HCR Wealth Advisors
California
$576K +$373K +7,900 +172%
TCPWM
253
Traverso Chambers Private Wealth Management
California
$575K
DWT
254
Dorsey & Whitney Trust
South Dakota
$570K -$87.1K -1,846 -13%
AWM
255
Altus Wealth Management
Kentucky
$553K -$102K -2,171 -15%
PFPT
256
Pinnacle Financial Partners (Tennessee)
Tennessee
$546K
RPA
257
Rock Point Advisors
Vermont
$546K +$61.3K +1,300 +12%
GT
258
Glenview Trust
Kentucky
$536K -$6.37K -135 -1%
BAM
259
Baldrige Asset Management
Pennsylvania
$524K -$76.1K -1,614 -12%
SWA
260
Sightline Wealth Advisors
Connecticut
$513K -$241K -5,109 -31%
WP
261
WealthShield Partners
North Carolina
$513K +$65.9K +1,397 +14%
APP
262
Avantax Planning Partners
Iowa
$507K -$4.19M -88,772 -89%
IA
263
IFG Advisors
Missouri
$503K +$14.2K +302 +3%
FFN
264
Focus Financial Network
Minnesota
$502K +$514K +10,897 New
WWA
265
WCG Wealth Advisors
Nevada
$497K +$508K +10,776 New
SWP
266
Stratos Wealth Partners
Ohio
$496K -$160K -3,396 -24%
Creative Planning
267
Creative Planning
Kansas
$486K -$520K -11,025 -51%
SCA
268
Snowden Capital Advisors
New York
$481K -$14K -296 -3%
CB
269
Commerce Bank
Missouri
$472K -$664K -14,070 -58%
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$468K -$256K -5,429 -35%
EA
271
Eclectic Associates
California
$463K
LBC
272
Lowe Brockenbrough & Co
Virginia
$461K
CTA
273
Colonial Trust Advisors
South Carolina
$461K +$472K +10,000 New
RJT
274
Raymond James Trust
Florida
$456K -$984K -20,848 -68%
LWA
275
LWS Wealth Advisors
New Jersey
$448K +$90K +1,908 +24%

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.