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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
GIA
326
Goodwin Investment Advisory
Georgia
$284K +$5.09K +108 +2%
AWA
327
Arete Wealth Advisors
Illinois
$280K -$199K -4,224 -41%
AFC
328
AFT Forsyth & Company
Florida
$275K
OPWM
329
Oakwell Private Wealth Management
Texas
$273K +$280K +5,928 New
ECM
330
Evergreen Capital Management
Washington
$266K
OSAM
331
O'Shaughnessy Asset Management
Connecticut
$266K +$425 +9 +0.2%
LWAC
332
Laurel Wealth Advisors (California)
California
$266K +$272K +5,764 New
SPI
333
Sutton Place Investors
New York
$264K +$270K +5,722 New
BRWA
334
B. Riley Wealth Advisors
Florida
$262K +$267K +5,665 New
MBFW
335
Morton Brown Family Wealth
Pennsylvania
$260K -$306K -6,494 -54%
T
336
TCWP
Ohio
$257K +$264K +5,590 New
IP
337
Investment Partners
Ohio
$254K -$92.8K -1,968 -26%
Millennium Management
338
Millennium Management
New York
$251K +$256K +5,436 New
SLWA
339
San Luis Wealth Advisors
California
$251K +$257K +5,449 New
DB
340
Dravo Bay
Delaware
$248K +$253K +5,373 New
TW
341
TrinityPoint Wealth
Connecticut
$246K -$241K -5,118 -49%
FLPIM
342
F.L. Putnam Investment Management
Massachusetts
$244K
SPA
343
Sentinel Pension Advisors
Massachusetts
$242K -$4.39K -93 -2%
FSG
344
Financial Strategies Group
Michigan
$238K -$5.85K -124 -2%
CSIC
345
Clifford Swan Investment Counsel
California
$237K
FWP
346
Firethorn Wealth Partners
Georgia
$236K +$242K +5,131 New
CWM
347
Curi Wealth Management
North Carolina
$235K +$31.4K +666 +15%
SW
348
SVB Wealth
Massachusetts
$230K -$52.8K -1,119 -18%
TSS
349
Two Sigma Securities
New York
$229K +$235K +4,971 New
BWP
350
Balboa Wealth Partners
Arizona
$228K +$234K +4,956 New

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.