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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
AllianceBernstein
351
AllianceBernstein
Tennessee
$226K -$2.31K -49 -1%
PAS
352
Park Avenue Securities
New York
$222K -$1.39M -29,472 -86%
PG
353
Proffitt & Goodson
Tennessee
$218K
MA
354
McBroom & Associates
Nevada
$213K
KPWS
355
Kestra Private Wealth Services
Texas
$209K -$48.4K -1,025 -18%
BHWM
356
Beaird Harris Wealth Management
Texas
$209K -$12.8K -272 -6%
HNB
357
Huntington National Bank
Ohio
$209K
CCFCSB
358
Cape Cod Five Cents Savings Bank
Massachusetts
$208K
AC
359
ASB Consultores
Florida
$205K
OWA
360
Octavia Wealth Advisors
Ohio
$205K
BAWC
361
Boyce & Associates Wealth Consulting
Texas
$205K +$47 +1 +0%
GWMIA
362
Global Wealth Management Investment Advisory
Florida
$204K
FCA
363
FLC Capital Advisors
California
$203K
PFM
364
Parsec Financial Management
North Carolina
$203K
WAL
365
W Advisors LLC
Tennessee
$200K +$204K +4,330 New
AAP
366
Arax Advisory Partners
Colorado
$181K +$13.8K +293 +8%
WTC
367
WhitTier Trust Company
Nevada
$180K
HNWAG
368
High Net Worth Advisory Group
Florida
$147K
TIM
369
Tortoise Investment Management
New York
$146K -$197K -4,180 -57%
WT
370
Whittier Trust
California
$146K
Deutsche Bank
371
Deutsche Bank
Germany
$142K -$25.2K -534 -15%
LWCFA
372
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$138K
TFS
373
TrustCore Financial Services
Tennessee
$127K
HI
374
Harbour Investments
Wisconsin
$122K
BAM
375
Belpointe Asset Management
Nevada
$117K +$13.4K +285 +13%

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.