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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
Citadel Advisors
301
Citadel Advisors
Florida
$344K +$352K +7,453 New
SF
302
Synovus Financial
Georgia
$343K +$5.8K +123 +2%
LSPW
303
Lake Street Private Wealth
Illinois
$342K -$63.2K -1,340 -15%
VWM
304
Venturi Wealth Management
Texas
$337K
HWM
305
Howard Wealth Management
Connecticut
$337K +$345K +7,319 New
IWA
306
Icon Wealth Advisors
Texas
$335K +$343K +7,271 New
LWP
307
Lumature Wealth Partners
Georgia
$333K -$207K -4,394 -38%
ECM
308
Exchange Capital Management
Michigan
$326K -$46.5K -985 -12%
FUBT
309
First United Bank & Trust
Maryland
$319K -$2.36K -50 -0.7%
WA
310
Wealthstar Advisors
Texas
$317K +$2.74K +58 +0.8%
BOPW
311
Brandywine Oak Private Wealth
Pennsylvania
$317K +$325K +6,896 New
MLA
312
My Legacy Advisors
Oregon
$311K +$317K +6,727 New
CIAS
313
CFS Investment Advisory Services
New Jersey
$311K +$14.2M +300,886 +2,966%
NL
314
NWAM LLC
Washington
$309K +$316K +6,703 New
JWCA
315
J.W. Cole Advisors
Florida
$308K +$315K +6,672 New
First Trust Advisors
316
First Trust Advisors
Illinois
$300K -$9.2K -195 -3%
FG
317
Fiduciary Group
Georgia
$299K -$10.1K -215 -3%
WMR
318
Wealth Management Resources
Rhode Island
$298K +$10.1K +214 +3%
DI
319
Diligent Investors
California
$297K
SBH
320
Segall Bryant & Hamill
Illinois
$297K +$2.88K +61 +1%
YIA
321
YHB Investment Advisors
Connecticut
$292K +$9.91K +210 +3%
SF
322
Summit Financial
New Jersey
$291K +$298K +6,316 New
MCM
323
Monarch Capital Management
Indiana
$290K
NFG
324
Nations Financial Group
Iowa
$287K -$266K -5,643 -48%
GIA
325
Gladstone Institutional Advisory
Florida
$284K -$181K -3,839 -38%

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.