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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
FTS
201
Fifth Third Securities
Ohio
$964K +$1.6K +34 +0.2%
MPWT
202
MassMutual Private Wealth & Trust
Connecticut
$955K -$202K -4,277 -17%
FHA
203
First Horizon Advisors
Tennessee
$952K +$163K +3,459 +20%
RWP
204
RWA Wealth Partners
Massachusetts
$946K
FMP
205
Financial Management Professionals
Texas
$927K +$44.3K +938 +5%
FC
206
Financial Council
Maryland
$918K -$6.98K -148 -0.7%
KAS
207
Kestra Advisory Services
Texas
$912K -$423K -8,960 -31%
Prudential Financial
208
Prudential Financial
New Jersey
$903K +$924K +19,592 New
JWS
209
Juncture Wealth Strategies
Arizona
$902K +$26.7K +566 +3%
APA
210
American Portfolios Advisors
New York
$891K -$155K -3,295 -15%
FA
211
FC Advisory
Pennsylvania
$862K +$882K +18,693 New
WCA
212
Westover Capital Advisors
Delaware
$852K -$50K -1,060 -5%
SWP
213
Strategic Wealth Partners
Ohio
$827K +$141K +2,991 +20%
BSWM
214
Boston Standard Wealth Management
Massachusetts
$815K -$13.5K -286 -2%
BWM
215
BerganKDV Wealth Management
Minnesota
$810K -$63K -1,335 -7%
NWM
216
Northwest Wealth Management
Iowa
$803K
PA
217
Parallel Advisors
California
$802K
LIM
218
Leavell Investment Management
Alabama
$796K -$259K -5,500 -24%
KWM
219
Kingsview Wealth Management
Oregon
$794K -$11.3K -240 -1%
CAL
220
Capital Advisors Ltd
Ohio
$793K
OPS
221
Orion Portfolio Solutions
Nebraska
$787K -$152K -3,223 -16%
HR
222
Howe & Rusling
New York
$786K +$29.1K +616 +4%
AWS
223
Atria Wealth Solutions
New York
$784K -$397K -8,418 -33%
FAFN
224
First Affirmative Financial Network
Colorado
$781K -$206K -4,364 -20%
WANY
225
Wealthspire Advisors (New York)
New York
$778K -$2.75M -58,371 -78%

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.