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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
CB
151
CNB Bank
Pennsylvania
$1.63M -$15.3K -325 -0.9%
MIAN
152
Mariner Independent Advisor Network
Kansas
$1.58M -$163K -3,457 -9%
RWM
153
Ritholtz Wealth Management
New York
$1.57M +$933K +19,774 +138%
APCM
154
Alaska Permanent Capital Management
Alaska
$1.57M -$155K -3,280 -9%
DAS
155
Dynamic Advisor Solutions
Arizona
$1.55M +$183K +3,871 +13%
Thrivent Financial for Lutherans
156
Thrivent Financial for Lutherans
Minnesota
$1.55M +$611K +12,958 +63%
AO
157
Advisor OS
Illinois
$1.54M +$683K +14,486 +77%
WSTAM
158
Wilbanks Smith & Thomas Asset Management
Virginia
$1.53M -$73.5K -1,558 -4%
OIA
159
OneDigital Investment Advisors
Kansas
$1.53M -$101K -2,133 -6%
OFG
160
Omega Financial Group
California
$1.51M +$1.12M +23,681 +261%
CCM
161
Covington Capital Management
California
$1.48M -$2.83K -60 -0.2%
PFG
162
PAX Financial Group
Texas
$1.48M +$843K +17,874 +125%
IA
163
IFP Advisors
Florida
$1.46M +$188K +3,995 +15%
WCM
164
Wealthcare Capital Management
Virginia
$1.37M +$28K +593 +2%
RIA
165
Regal Investment Advisors
Michigan
$1.36M +$58.6K +1,242 +4%
VF
166
Vista Finance
Missouri
$1.36M -$30.2K -640 -2%
PFBT
167
Parkside Financial Bank & Trust
Missouri
$1.32M +$122K +2,582 +10%
PC
168
Prairiewood Capital
North Dakota
$1.31M -$449K -9,511 -25%
Susquehanna International Group
169
Susquehanna International Group
Pennsylvania
$1.31M +$1.34M +28,360 New
OAP
170
One Advisory Partners
Kansas
$1.28M +$1.31M +27,704 New
SFWC
171
Strategic Family Wealth Counselors
New Jersey
$1.27M +$2.12K +45 +0.2%
FCH
172
Freestone Capital Holdings
Washington
$1.27M -$395K -8,364 -23%
APA
173
Astoria Portfolio Advisors
New York
$1.26M +$395K +8,376 +44%
RCA
174
Resonant Capital Advisors
Wisconsin
$1.22M
AWM
175
Axxcess Wealth Management
California
$1.22M -$355K -7,530 -22%

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.