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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
PFA
451
Peak Financial Advisors
Colorado
-$5.04M -106,710 Closed
MFG
452
Merit Financial Group
Georgia
-$2.81M -59,555 Closed
EI
453
Ellevest Inc
New York
-$2.74M -57,980 -100%
FTUS
454
Flow Traders U.S.
New York
-$2.66M -56,338 Closed
VWA
455
Visionary Wealth Advisors
Illinois
-$2.63M -55,600 Closed
CCWA
456
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$1.84M -39,045 Closed
EC
457
Elequin Capital
New York
-$1.55M -32,734 Closed
Comerica Bank
458
Comerica Bank
Texas
-$1.5M -31,601 Closed
DADC
459
D.A. Davidson & Co
Montana
-$1.26M -26,714 Closed
AP
460
Advisors Preferred
Maryland
-$924K -19,550 Closed
RWA
461
RGT Wealth Advisors
Texas
-$865K -18,304 Closed
AFP
462
Ausdal Financial Partners
Iowa
-$819K -17,326 Closed
BRC
463
Bell Rock Capital
Delaware
-$704K -14,900 Closed
CIM
464
Confluence Investment Management
Missouri
-$702K -14,849 Closed
WA
465
WBH Advisory
Maryland
-$581K -12,233 Closed
WPC
466
Wedmont Private Capital
Pennsylvania
-$478K -10,123 Closed
CIP
467
Capital Insight Partners
Arizona
-$463K -9,795 Closed
RWM
468
Rockwood Wealth Management
Pennsylvania
-$459K -9,715 Closed
OWA
469
One Wealth Advisors
California
-$445K -9,424 Closed
CS
470
Comerica Securities
Michigan
-$426K -9,010 Closed
CA
471
CGN Advisors
Kansas
-$413K -8,743 Closed
HCM
472
Hengehold Capital Management
Ohio
-$390K -8,247 Closed
PA
473
Procyon Advisors
Connecticut
-$386K -8,164 Closed
RA
474
RFG Advisory
Alabama
-$342K -7,171 Closed
MWM
475
Meridian Wealth Management
Kentucky
-$331K -7,000 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.