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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

401 hedge funds and large institutions have $3.41B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 114 increasing their positions, 169 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2.59% less ownership

Funds ownership: 95.91%93.31% (-2.6%)

4% less funds holding

Funds holding: 419401 (-18)

6% less capital invested

Capital invested by funds: $3.63B → $3.41B (-$216M)

33% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 169

33% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 43

Holders
401
Holders Change
-18
Holders Change %
-4.3%
% of All Funds
5.76%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
29
Increased
114
Reduced
169
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
251
N.E.W. Advisory Services
Wisconsin
$448K
AI
252
Atria Investments
North Carolina
$432K -$44.3K -927 -9%
PSCM
253
Per Stirling Capital Management
Texas
$429K
HWMC
254
Heritage Wealth Management (California)
California
$426K +$22.4K +470 +6%
Janney Montgomery Scott
255
Janney Montgomery Scott
Pennsylvania
$423K -$7.45K -156 -2%
CAMG
256
CWA Asset Management Group
Florida
$419K +$416K +8,706 New
BWM
257
Brophy Wealth Management
New Hampshire
$418K +$415K +8,685 New
AC
258
Anson Capital
Georgia
$416K
WMR
259
Wealth Management Resources
Rhode Island
$412K +$76.4K +1,600 +23%
DWT
260
Dorsey & Whitney Trust
South Dakota
$410K
XF
261
XML Financial
Maryland
$408K
OWA
262
One Wealth Advisors
California
$396K +$393K +8,233 New
RJT
263
Raymond James Trust
Florida
$392K -$106K -2,211 -21%
ATPW
264
Ashton Thomas Private Wealth
Arizona
$385K -$218K -4,565 -36%
JFGLC
265
Johnson Financial Group LLC (Colorado)
Colorado
$384K
APIM
266
Agate Pass Investment Management
Washington
$381K -$71.5K -1,498 -16%
JWM
267
JFG Wealth Management
Colorado
$377K
CICC
268
Capital Investment Counsel (Colorado)
Colorado
$364K -$28.2K -591 -7%
CPL
269
CAP Partners LLC
Tennessee
$361K +$1.29K +27 +0.4%
EC
270
Elequin Capital
New York
$359K +$213K +4,468 +149%
OPCM
271
Osborne Partners Capital Management
California
$354K
BCWM
272
Bartlett & Co Wealth Management
Ohio
$350K -$19.8K -415 -5%
IWA
273
Icon Wealth Advisors
Texas
$350K
CIBC Private Wealth Group
274
CIBC Private Wealth Group
Georgia
$343K -$1.77K -37 -0.5%
KeyBank National Association
275
KeyBank National Association
Ohio
$339K +$1.86K +39 +0.6%

SHM Hedge Fund Activity: Q3 2024 in Review

401 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q3 2024, worth a combined $3.41B — down 6% from $3.63B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of SHM and 29 opened new positions — a net loss of 14 holders — while 169 trimmed existing stakes and 114 added.

The largest buyer was Bank of America, adding an estimated $14.2M. The largest seller was Wells Fargo, cutting an estimated $178M.

  • 401 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q3 2024, down from 419 in Q2 2024.
  • Funds reported $3.41B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q3 2024, down 6% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q3 2024 and 43 closed out, a net change of -14 holders.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q3 2024 was Bank of America, an estimated $14.2M added.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q3 2024 was Wells Fargo, an estimated $178M sold.

Based on aggregated 13F filings for Q3 2024.