State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
470 hedge funds and large institutions have $4.22B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 129 increasing their positions, 187 reducing their positions, and 54 closing their positions.
54% more funds holding in top 10
Funds holding in top 10: 13 → 20 (+7)
33% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 54
3% more funds holding
Funds holding: 456 → 470 (+14)
5% less capital invested
Capital invested by funds: $4.45B → $4.22B (-$234M)
5.89% less ownership
Funds ownership: 93.58% → 87.69% (-5.9%)
31% less repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 187
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$63.1M |
| 2 |
OWA
Opal Wealth Advisors
Jericho,
New York
|
+$23.7M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$22.8M |
| 4 |
Renaissance Technologies
New York
|
+$21.9M |
| 5 |
OCM
One Capital Management
Westlake Village,
California
|
+$12.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Aaron Wealth Advisors
Chicago,
Illinois
|
-$195M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$134M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$47.5M |
| 4 |
Citigroup
New York
|
-$45.6M |
| 5 |
Morgan Stanley
New York
|
-$31.5M |
SHM Hedge Fund Activity: Q2 2022 in Review
470 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q2 2022, worth a combined $4.22B — down 5.3% from $4.45B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new SHM positions and 54 closed out — a net gain of 18 holders — while 129 added to existing stakes and 187 trimmed.
The largest buyer was Wells Fargo, adding an estimated $63.1M. The largest seller was Aaron Wealth Advisors, cutting an estimated $195M.
- 470 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q2 2022, up from 456 in Q1 2022.
- Funds reported $4.22B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q2 2022, down 5.3% quarter-over-quarter.
- 72 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q2 2022 and 54 closed out, a net change of +18 holders.
- The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q2 2022 was Wells Fargo, an estimated $63.1M added.
- The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $195M sold.
Based on aggregated 13F filings for Q2 2022.