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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
ANB
476
Amarillo National Bank
Texas
-$324K -6,850 Closed
RRC
477
Relaxing Retirement Coach
Massachusetts
-$321K -6,801 Closed
VCM
478
Versant Capital Management
Arizona
-$298K -6,306 Closed
GIM
479
Greenwich Investment Management
Connecticut
-$295K -6,235 Closed
SFA
480
Sequoia Financial Advisors
Ohio
-$277K -5,858 Closed
BOTW
481
Bank of the West
California
-$273K -5,770 Closed
PA
482
Pinnacle Associates
New York
-$259K -5,475 Closed
PWMAG
483
Pinnacle Wealth Management Advisory Group
New Jersey
-$259K -5,475 Closed
MA
484
MBA Advisors
Pennsylvania
-$237K -5,007 Closed
AA
485
Apriem Advisors
California
-$232K -4,917 Closed
FWM
486
FSA Wealth Management
Massachusetts
-$222K -4,704 Closed
APIM
487
Agate Pass Investment Management
Washington
-$220K -4,650 Closed
CWM
488
Collaborative Wealth Management
Florida
-$218K -4,623 Closed
AA
489
Ancora Advisors
Ohio
-$216K -4,562 Closed
RWA
490
Ropes Wealth Advisors
Massachusetts
-$214K -4,538 Closed
SP
491
Successful Portfolios
Florida
-$210K -4,435 Closed
PFGIA
492
Patriot Financial Group Insurance Agency
Massachusetts
-$209K -4,432 Closed
SFO
493
Stokes Family Office
Louisiana
-$208K -4,406 Closed
Wealth Enhancement Advisory Services
494
Wealth Enhancement Advisory Services
Minnesota
-$204K -4,303 Closed
TI
495
Tidal Investments
Wisconsin
-$203K -4,300 Closed
BDF
496
Black Diamond Financial
Maryland
-$202K -4,265 Closed
1IA
497
1834 Investment Advisors
Wisconsin
-$123K -2,600 Closed
HWA
498
HHM Wealth Advisors
Tennessee
-$70K -1,475 Closed
MA
499
Montag & Associates
Georgia
-$53K -1,118 Closed
BWL
500
Bogart Wealth LLC
Virginia
-$34K -726 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.