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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

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: 5 → 5 (0)

2.59% less ownership

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

4% less funds holding

Funds holding: 419 → 401 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$14.2M
2
Renaissance Technologies
Renaissance Technologies
New York
+$9.99M
3
KIM
Karpus Investment Management
New York
+$9.28M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$7.75M
5
HB
HTLF Bank
Colorado
+$6.5M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$178M
2
Goldman Sachs
Goldman Sachs
New York
-$44.5M
3
Jane Street
Jane Street
New York
-$22.7M
4
Betterment LLC
Betterment LLC
New York
-$21.3M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$13.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
B
276
Bailard
California
$338K +$335K +7,018 New
RPA
277
Rock Point Advisors
Vermont
$337K -$71.6K -1,500 -18%
DI
278
Diligent Investors
California
$335K +$95 +2 +0%
JWA
279
JFS Wealth Advisors
Pennsylvania
$332K – – –
TPWA
280
TRUE Private Wealth Advisors
Oregon
$328K -$113K -2,371 -26%
PA
281
Parallel Advisors
California
$327K +$5.63K +118 +2%
MSFS
282
Main Street Financial Solutions
Pennsylvania
$320K -$518K -10,857 -62%
AAP
283
Arax Advisory Partners
Colorado
$319K +$5.58K +117 +2%
FHA
284
First Horizon Advisors
Tennessee
$317K – – –
NWAG
285
Net Worth Advisory Group
Utah
$316K +$314K +6,569 New
MHR
286
Matthew Hamilton Rosenberg
$315K – – –
VWM
287
Venturi Wealth Management
Texas
$315K – – –
CRWM
288
Castle Rock Wealth Management
California
$307K – – –
NLP
289
Next Level Private
New York
$306K – – –
AWS
290
Atria Wealth Solutions
New York
$302K +$812 +17 +0.3%
PFPT
291
Pinnacle Financial Partners (Tennessee)
Tennessee
$300K – – –
IF
292
Intrua Financial
Texas
$299K -$48 -1 -0%
SC
293
Savant Capital
Illinois
$298K -$138K -2,888 -32%
KFGK
294
Keystone Financial Group (Kentucky)
Kentucky
$296K +$293K +6,141 New
EWA
295
ERTS Wealth Advisors
Michigan
$290K – – –
HIMC
296
Heritage Investors Management Corp
Maryland
$289K – – –
WSCM
297
Wellington Shields Capital Management
New York
$285K -$98.9K -2,071 -26%
MNA
298
Manning & Napier Advisors
New York
$282K – – –
BW
299
Bison Wealth
Georgia
$279K -$153K -3,213 -36%
CNC
300
Citizens & Northern Corp
Pennsylvania
$276K – – –
10 11
12
13 14

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.