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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
DA
76
Detalus Advisors
Missouri
$4.52M +$3.26M +69,067 +239%
GKWIM
77
Gerber Kawasaki Wealth & Investment Management
California
$4.49M +$555K +11,762 +14%
AWM
78
Avior Wealth Management
Nebraska
$4.33M -$632K -13,386 -12%
TFA
79
Transamerica Financial Advisors
Florida
$4.31M -$379K -8,025 -8%
CCB
80
Country Club Bank
Missouri
$4.29M -$3.45M -73,212 -44%
HW
81
Hancock Whitney
Mississippi
$4.29M -$136K -2,875 -3%
CAG
82
Crestwood Advisors Group
Massachusetts
$4.28M +$14.9K +316 +0.3%
PAG
83
Private Advisor Group
New Jersey
$4.23M +$18.4K +390 +0.4%
ANTB
84
AMG National Trust Bank
Colorado
$4.22M +$2M +42,397 +86%
PP
85
PrairieView Partners
Minnesota
$4.12M -$731K -15,488 -15%
CTA
86
Chesley Taft & Associates
Illinois
$4.01M -$56.6K -1,200 -1%
FIM
87
Freedom Investment Management
Connecticut
$3.96M -$86K -1,822 -2%
CFB
88
Cullen/Frost Bankers
Texas
$3.71M +$141K +2,992 +4%
DJSG
89
D.J. St. Germain
Massachusetts
$3.65M
MWAM
90
Manhattan West Asset Management
California
$3.56M +$210K +4,441 +6%
JCM
91
Janney Capital Management
Pennsylvania
$3.55M -$119K -2,522 -3%
G
92
GenTrust
Florida
$3.51M -$84.6K -1,793 -2%
NAS
93
Nicolet Advisory Services
Wisconsin
$3.44M -$752K -15,935 -18%
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$3.43M -$1.52M -32,135 -30%
LI
95
LMCG Investments
Massachusetts
$3.28M -$184K -3,895 -5%
HCP
96
Holt Capital Partners
Texas
$3.23M -$1.62M -34,250 -33%
PWM
97
Paulson Wealth Management
Illinois
$3.15M +$3.23M +68,371 New
AWM
98
AE Wealth Management
Kansas
$3.1M +$2.46M +52,145 +344%
1WM
99
1900 Wealth Management
Texas
$3.1M -$235K -4,972 -7%
KL
100
KWMG LLC
Kansas
$3.06M +$144K +3,058 +5%

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.