State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
433 hedge funds and large institutions have $4.43B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 166 increasing their positions, 135 reducing their positions, and 21 closing their positions.
81% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 21
23% more repeat investments, than reductions
Existing positions increased: 166 | Existing positions reduced: 135
14% more funds holding in top 10
Funds holding in top 10: 14 → 16 (+2)
6% more capital invested
Capital invested by funds: $4.2B → $4.43B (+$232M)
2% more funds holding
Funds holding: 424 → 433 (+9)
1.14% more ownership
Funds ownership: 86.55% → 87.69% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$66.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$65.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$39.4M |
| 4 |
Goldman Sachs
New York
|
+$26.5M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$18.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
Biltmore Wealth Management
Tempe,
Arizona
|
-$29.1M |
| 2 |
LPL Financial
San Diego,
California
|
-$10.4M |
| 3 |
B
Bailard
Foster City,
California
|
-$7.68M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$7.2M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$4.77M |
SHM Hedge Fund Activity: Q3 2021 in Review
433 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q3 2021, worth a combined $4.43B — up 5.5% from $4.2B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new SHM positions and 21 closed out — a net gain of 17 holders — while 166 added to existing stakes and 135 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $66.6M. The largest seller was Biltmore Wealth Management, cutting an estimated $29.1M.
- 433 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q3 2021, up from 424 in Q2 2021.
- Funds reported $4.43B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q3 2021, up 5.5% quarter-over-quarter.
- 38 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q3 2021 and 21 closed out, a net change of +17 holders.
- The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q3 2021 was Morgan Stanley, an estimated $66.6M added.
- The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q3 2021 was Biltmore Wealth Management, an estimated $29.1M sold.
Based on aggregated 13F filings for Q3 2021.