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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
TC
426
Trust Company
Kansas
$14K
FWP
427
FAS Wealth Partners
Kansas
$12K -$360K -7,640 -97%
OAJ
428
Ogorek Anthony Joseph
New York
$12K
CSPAM
429
Cary Street Partners Asset Management
Virginia
$11K +$11.5K +243 New
BL
430
Balentine LLC
Georgia
$11K +$11.7K +248 New
US Bancorp
431
US Bancorp
Minnesota
$10K
GI
432
Gradient Investments
Minnesota
$9K
VNIM
433
Vaughan Nelson Investment Management
Texas
$7K
APC
434
Aspire Private Capital
North Carolina
$7K +$47 +1 +0.7%
Northern Trust
435
Northern Trust
Illinois
$7K +$211K +4,476 +39%
BNP Paribas Financial Markets
436
BNP Paribas Financial Markets
France
$5.95K +$6.09K +129 New
Bank of Montreal
437
Bank of Montreal
Ontario, Canada
$5.23K -$1.61M -34,115 -23%
MSFP
438
Mark Sheptoff Financial Planning
Connecticut
$4K
UB
439
UMB Bank
Missouri
$3K -$370K -7,833 -99%
CFGS
440
Concourse Financial Group Securities
Alabama
$3K -$211K -4,464 -99%
BBHC
441
Brown Brothers Harriman & Co
New York
$3K -$73.2K -1,552 -96%
NFSG
442
Newbridge Financial Services Group
Florida
$3K
S
443
SignatureFD
Georgia
$3K +$2.78K +59 New
TCOV
444
Trust Company of Vermont
Vermont
$3K +$2.88K +61 New
TAM
445
Tucker Asset Management
Colorado
$2.3K +$2.36K +50 New
WIM
446
Westside Investment Management
California
$1.53K -$516K -10,940 -25%
SCA
447
Stonebridge Capital Advisors
Minnesota
$1K
Renaissance Technologies
448
Renaissance Technologies
New York
-$22.1M -466,900 Closed
AWE
449
Avidian Wealth Enterprises
Texas
-$9.27M -196,118 Closed
ERIM
450
Eagle Ridge Investment Management
Connecticut
-$9.05M -191,483 Closed

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.