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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
LFA
401
Level Financial Advisors
New York
$37K -$7.5K -159 -17%
BA
402
Ballast Advisors
Minnesota
$35K
PFM
403
Phillips Financial Management
Indiana
$35K +$35.6K +754 New
GWM
404
Geneos Wealth Management
Colorado
$33K -$40.1K -850 -54%
CDIA
405
Capital Directions Investment Advisors
Georgia
$33K -$33.9K -718 Closed
PTC
406
Private Trust Company
Ohio
$31K -$36.3K -770 -53%
Fidelity Investments
407
Fidelity Investments
Massachusetts
$31K -$17.5K -370 -35%
BSB
408
Bangor Savings Bank
Maine
$29K -$1.27K -27 -4%
MHR
409
Matthew Hamilton Rosenberg
$29K
Fifth Third Bancorp
410
Fifth Third Bancorp
Ohio
$28K -$556K -11,785 -95%
PWMG
411
Prestige Wealth Management Group
New Jersey
$28K
AWM
412
AllSquare Wealth Management
New York
$25K -$11.8K -250 -31%
IBOK
413
Independence Bank of Kentucky
Kentucky
$25K
SPWG
414
Sage Private Wealth Group
Illinois
$25K
CIAS
415
Capital Investment Advisory Services
North Carolina
$23K
CWC
416
Carolinas Wealth Consulting
North Carolina
$23K
FF
417
FourThought Financial
Florida
$23K +$47 +1 +0.2%
FRA
418
Front Row Advisors
California
$20K
ME
419
McIlrath & Eck
Washington
$20K
CWA
420
Clearview Wealth Advisors
Oregon
$19K -$64.2K -1,360 -76%
ODG
421
O'Dell Group
Ohio
$19K
BlackRock
422
BlackRock
New York
$17K -$6.46K -137 -27%
HGERS
423
Householder Group Estate & Retirement Specialist
Arizona
$15K +$16.2K +343 New
SWM
424
Spire Wealth Management
Virginia
$14K -$392K -8,300 -96%
HWMA
425
Heritage Wealth Management (Arizona)
Arizona
$14K

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.