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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
BFA
126
Bragg Financial Advisors
North Carolina
$2.27M -$674K -14,296 -23%
Mariner
127
Mariner
Kansas
$2.24M -$587K -12,449 -20%
NEAM
128
New England Asset Management
Connecticut
$2.24M
WIC
129
Whitegate Investment Counselors
New Hampshire
$2.22M +$63.2K +1,340 +3%
PCA
130
Peddock Capital Advisors
Massachusetts
$2.19M +$545K +11,555 +32%
EK
131
Evensky & Katz
Florida
$2.16M -$306K -6,484 -12%
EWA
132
ERTS Wealth Advisors
Michigan
$2.14M -$793K -16,819 -27%
JP Morgan Chase
133
JP Morgan Chase
New York
$2.13M +$52.7K +1,116 +2%
MWM
134
McNaughton Wealth Management
California
$2.05M +$245K +5,188 +13%
Jane Street
135
Jane Street
New York
$2.04M -$9.24M -195,931 -82%
FIBT
136
First International Bank & Trust
North Dakota
$1.96M +$551K +11,669 +38%
Cetera Investment Advisers
137
Cetera Investment Advisers
Illinois
$1.93M +$269K +5,694 +16%
Baird Financial Group
138
Baird Financial Group
Wisconsin
$1.91M +$452K +9,576 +30%
WWM
139
Windsor Wealth Management
Indiana
$1.91M +$534K +11,329 +38%
CAN
140
Cetera Advisor Networks
California
$1.89M +$1.2M +25,472 +165%
CFMC
141
Curbstone Financial Management Corp
New Hampshire
$1.86M
AWS
142
AJ Wealth Strategies
New York
$1.85M -$538K -11,404 -22%
PFA
143
Pettinga Financial Advisors
Indiana
$1.78M +$550K +11,651 +43%
KWM
144
Keebeck Wealth Management
Illinois
$1.76M +$463K +9,823 +34%
Lazard Asset Management
145
Lazard Asset Management
New York
$1.75M
PP
146
Prosperity Planning
Missouri
$1.72M
MG
147
Mather Group
Illinois
$1.71M -$37.4K -793 -2%
MA
148
Mutual Advisors
Nebraska
$1.68M +$451K +9,563 +35%
ACP
149
Aviance Capital Partners
Florida
$1.68M -$13.9K -295 -0.8%
SIM
150
Sadoff Investment Management
Wisconsin
$1.66M -$23.6K -500 -1%

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.