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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
GA
126
Gateway Advisory
New Jersey
$2.54M -$379K -8,148 -13%
AWM
127
AE Wealth Management
Kansas
$2.53M -$624K -13,399 -20%
FPAS
128
Focus Partners Advisor Solutions
Missouri
$2.46M -$446K -9,572 -15%
SAG
129
SageView Advisory Group
California
$2.42M +$2.4M +51,588 New
RVPG
130
Relative Value Partners Group
$2.42M -$364K -7,826 -13%
AWM
131
Avior Wealth Management
Nebraska
$2.41M -$1.99M -42,810 -46%
EWA
132
ERTS Wealth Advisors
Michigan
$2.4M +$214K +4,607 +10%
HIF
133
Hill Island Financial
Michigan
$2.37M +$6.14K +132 +0.3%
EGA
134
Eagle Global Advisors
Texas
$2.36M -$471K -10,124 -17%
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$2.32M -$1.17M -25,109 -34%
NEAM
136
New England Asset Management
Connecticut
$2.28M – – –
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$2.26M +$673K +14,456 +43%
FIBT
138
First International Bank & Trust
North Dakota
$2.18M +$175K +3,757 +9%
WC
139
Wealth CMT
New Jersey
$2.17M -$222K -4,777 -9%
WWM
140
Windsor Wealth Management
Indiana
$2.12M +$163K +3,508 +8%
RFO
141
RiverGlades Family Offices
Florida
$2.1M +$2.08M +44,644 New
RWM
142
Ritholtz Wealth Management
New York
$2.1M +$491K +10,540 +31%
CTB
143
Country Trust Bank
Illinois
$2.09M +$2.07M +44,414 New
MIM
144
Moseley Investment Management
Florida
$2.07M -$248K -5,325 -11%
BFA
145
Bragg Financial Advisors
North Carolina
$2M -$305K -6,559 -13%
AO
146
Advisor OS
Illinois
$1.98M +$414K +8,896 +27%
MML Investors Services
147
MML Investors Services
Massachusetts
$1.97M -$497K -10,667 -20%
MWM
148
McNaughton Wealth Management
California
$1.95M -$138K -2,971 -7%
CAMG
149
CWA Asset Management Group
Florida
$1.93M -$413K -8,868 -18%
CG
150
Clifford Group
Massachusetts
$1.92M +$1.9M +40,841 New
4 5
6
7 8

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.