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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

465 hedge funds and large institutions have $4.4B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 139 increasing their positions, 178 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 54

11% more capital invested

Capital invested by funds: $3.95B → $4.4B (+$448M)

5% more funds holding

Funds holding: 444 → 465 (+21)

2.98% more ownership

Funds ownership: 87.03% → 90.01% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 18 → 18 (0)

22% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 178

Holders
465
Holders Change
+21
Holders Change %
+4.73%
% of All Funds
7.47%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
82
Increased
139
Reduced
178
Closed
54
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$57.2M
2
Wells Fargo
Wells Fargo
California
+$32.3M
3
Jane Street
Jane Street
New York
+$24M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$22.5M
5
OWA
Opal Wealth Advisors
New York
+$21.2M

Top Sellers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$28.4M
2
Bank of America
Bank of America
North Carolina
-$27.8M
3
Morgan Stanley
Morgan Stanley
New York
-$20.5M
4
SEI Investments
SEI Investments
Pennsylvania
-$19.1M
5
TNBTD
Trustmark National Bank Trust Department
Mississippi
-$16.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBNA
101
Bremer Bank National Association
Minnesota
$3.35M +$3.32M +71,301 New
JCM
102
Janney Capital Management
Pennsylvania
$3.31M -$301K -6,473 -8%
FTUS
103
Flow Traders U.S.
New York
$3.31M +$3.28M +70,383 New
MWAM
104
Manhattan West Asset Management
California
$3.28M -$344K -7,385 -10%
NAS
105
Nicolet Advisory Services
Wisconsin
$3.23M -$303K -6,513 -9%
KL
106
KWMG LLC
Kansas
$3.21M +$92.9K +1,996 +3%
RT
107
Rockland Trust
Massachusetts
$3.2M +$2.02M +43,410 +176%
SF
108
Summit Financial
New Jersey
$3.15M +$2.83M +60,831 +963%
AAM
109
Ameraudi Asset Management
New York
$3.09M +$243K +5,212 +9%
HCP
110
Holt Capital Partners
Texas
$3.08M -$209K -4,500 -6%
LCM
111
Leisure Capital Management
California
$3.03M -$4.59M -98,611 -60%
AI
112
Atria Investments
North Carolina
$2.98M +$1.81K +39 +0.1%
DADC
113
D.A. Davidson & Co
Montana
$2.88M +$2.85M +61,218 New
SCM
114
Sebold Capital Management
Illinois
$2.87M +$2.85M +61,157 New
Baird Financial Group
115
Baird Financial Group
Wisconsin
$2.83M +$879K +18,884 +46%
TFG
116
Tilson Financial Group
New Jersey
$2.82M +$2.8M +60,047 New
MPM
117
Meritage Portfolio Management
Kansas
$2.82M -$1.81M -38,924 -39%
MWC
118
MBM Wealth Consultants
Missouri
$2.8M -$196K -4,214 -7%
KIM
119
Karpus Investment Management
New York
$2.78M -$4.11M -88,295 -60%
VWA
120
Visionary Wealth Advisors
Illinois
$2.75M +$2.73M +58,591 New
WIC
121
Whitegate Investment Counselors
New Hampshire
$2.67M +$407K +8,752 +18%
MI
122
Moneywise Inc
Virginia
$2.65M -$162K -3,476 -6%
SFG
123
StrategIQ Financial Group
Indiana
$2.65M -$44.7K -960 -2%
HPM
124
Hoxton Planning & Management
West Virginia
$2.57M +$2.55M +54,792 New
1WM
125
1900 Wealth Management
Texas
$2.56M -$590K -12,680 -19%
3 4
5
6 7

SHM Hedge Fund Activity: Q4 2022 in Review

465 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q4 2022, worth a combined $4.4B — up 11% from $3.95B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new SHM positions and 54 closed out — a net gain of 28 holders — while 139 added to existing stakes and 178 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $57.2M. The largest seller was Mercer Global Advisors, cutting an estimated $28.4M.

  • 465 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q4 2022, up from 444 in Q3 2022.
  • Funds reported $4.4B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q4 2022, up 11% quarter-over-quarter.
  • 82 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q4 2022 and 54 closed out, a net change of +28 holders.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q4 2022 was AllianceBernstein, an estimated $57.2M added.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q4 2022 was Mercer Global Advisors, an estimated $28.4M sold.

Based on aggregated 13F filings for Q4 2022.