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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

426 hedge funds and large institutions have $3.96B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 135 increasing their positions, 170 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

4.62% more ownership

Funds ownership: 90.81%95.43% (+4.6%)

0% more capital invested

Capital invested by funds: $3.95B → $3.96B (+$4.05M)

7% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 42

1% less funds holding

Funds holding: 431426 (-5)

21% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 170

Holders
426
Holders Change
-5
Holders Change %
-1.16%
% of All Funds
6.69%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.24%
New
39
Increased
135
Reduced
170
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
251
Peddock Capital Advisors
Massachusetts
$541K
CWA
252
Canvas Wealth Advisors
Kansas
$536K -$19.3K -409 -3%
ACP
253
Aveo Capital Partners
Colorado
$532K -$388K -8,237 -42%
FTS
254
Fifth Third Securities
Ohio
$529K -$393K -8,350 -43%
BWP
255
Balboa Wealth Partners
Arizona
$522K +$12.5K +266 +2%
WS
256
Wedbush Securities
California
$514K -$168K -3,571 -25%
VCM
257
Versant Capital Management
Arizona
$506K +$61.2K +1,300 +14%
MLA
258
My Legacy Advisors
Oregon
$502K +$265K +5,623 +112%
AFM
259
Armstrong Fleming & Moore
District of Columbia
$497K +$497K +10,563 New
SWA
260
Sightline Wealth Advisors
Connecticut
$486K +$23.5K +500 +5%
FHA
261
First Horizon Advisors
Tennessee
$484K -$295K -6,258 -38%
CCWA
262
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$481K +$9.09K +193 +2%
SWP
263
Stratos Wealth Partners
Ohio
$480K +$167K +3,557 +54%
AWM
264
Axxcess Wealth Management
California
$478K -$163K -3,462 -25%
IA
265
IFG Advisors
Missouri
$476K -$25.3K -537 -5%
SSWM
266
Sheets Smith Wealth Management
North Carolina
$471K +$471K +10,007 New
AT
267
Avalon Trust
New Mexico
$471K
CTA
268
Colonial Trust Advisors
South Carolina
$471K
BFEC
269
Benjamin F. Edwards & Company
Missouri
$470K +$35.1K +746 +8%
SWP
270
ShoreHaven Wealth Partners
New Jersey
$467K +$467K +9,927 New
RRC
271
Relaxing Retirement Coach
Massachusetts
$452K +$706 +15 +0.2%
DI
272
DFPG Investments
Utah
$448K -$88.9K -1,889 -17%
NEWAS
273
N.E.W. Advisory Services
Wisconsin
$448K -$206K -4,375 -32%
SWA
274
Stratos Wealth Advisors
Ohio
$443K +$173K +3,664 +64%
PSCM
275
Per Stirling Capital Management
Texas
$431K

SHM Hedge Fund Activity: Q2 2023 in Review

426 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q2 2023, worth a combined $3.96B — up 0.1% from $3.95B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of SHM and 39 opened new positions — a net loss of 3 holders — while 170 trimmed existing stakes and 135 added.

The largest buyer was Jane Street, adding an estimated $138M. The largest seller was Morgan Stanley, cutting an estimated $116M.

  • 426 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q2 2023, down from 431 in Q1 2023.
  • Funds reported $3.96B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q2 2023, up 0.1% quarter-over-quarter.
  • 39 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q2 2023 and 42 closed out, a net change of -3 holders.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q2 2023 was Jane Street, an estimated $138M added.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q2 2023 was Morgan Stanley, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2023.