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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

401 hedge funds and large institutions have $3.41B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 114 increasing their positions, 169 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2.59% less ownership

Funds ownership: 95.91%93.31% (-2.6%)

4% less funds holding

Funds holding: 419401 (-18)

6% less capital invested

Capital invested by funds: $3.63B → $3.41B (-$216M)

33% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 169

33% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 43

Holders
401
Holders Change
-18
Holders Change %
-4.3%
% of All Funds
5.76%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
29
Increased
114
Reduced
169
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IP
426
Intellectus Partners
California
-$258K -5,475 Closed
HCM
427
Hengehold Capital Management
Ohio
-$250K -5,290 Closed
AI
428
Auour Investments
Massachusetts
-$244K -5,181 Closed
GIM
429
Goelzer Investment Management
Indiana
-$243K -5,152 Closed
LFAS
430
Level Four Advisory Services
Texas
-$240K -5,076 Closed
SHJ
431
Sharkey, Howes & Javer
Colorado
-$233K -4,933 Closed
BJL
432
Brighton Jones LLC
Washington
-$226K -4,787 Closed
DAS
433
Diversify Advisory Services
Utah
-$221K -4,687 Closed
SWA
434
Sightline Wealth Advisors
Connecticut
-$218K -4,629 Closed
JFG
435
Jefferies Financial Group
New York
-$217K -4,595 Closed
AWM
436
Axxcess Wealth Management
California
-$205K -4,342 Closed
ANTB
437
AMG National Trust Bank
Colorado
-$205K -4,341 Closed
JFA
438
JNBA Financial Advisors
Minnesota
-$108K -2,299 Closed
WT
439
Whittier Trust
California
-$86.5K -1,834 Closed
RDFA
440
Ritter Daniher Financial Advisory
Ohio
-$47.2K -1,000 Closed
CWC
441
Carolinas Wealth Consulting
North Carolina
-$28.8K -610 Closed
WIA
442
Wetzel Investment Advisors
Indiana
-$23.7K -500 Closed
CJ
443
Caitlin John
Michigan
-$18.9K -400 Closed
FPF
444
First Pacific Financial
Washington
-$17.2K -364 Closed
KFS
445
Kelly Financial Services
Massachusetts
-$7.74K -164 Closed
NRG
446
Nemes Rush Group
Michigan
-$1.04K -22 Closed
OSAM
447
O'Shaughnessy Asset Management
Connecticut
-$283 -6 Closed

SHM Hedge Fund Activity: Q3 2024 in Review

401 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q3 2024, worth a combined $3.41B — down 6% from $3.63B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of SHM and 29 opened new positions — a net loss of 14 holders — while 169 trimmed existing stakes and 114 added.

The largest buyer was Bank of America, adding an estimated $14.2M. The largest seller was Wells Fargo, cutting an estimated $178M.

  • 401 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q3 2024, down from 419 in Q2 2024.
  • Funds reported $3.41B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q3 2024, down 6% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q3 2024 and 43 closed out, a net change of -14 holders.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q3 2024 was Bank of America, an estimated $14.2M added.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q3 2024 was Wells Fargo, an estimated $178M sold.

Based on aggregated 13F filings for Q3 2024.