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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

401 hedge funds and large institutions have $3.41B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 114 increasing their positions, 169 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2.59% less ownership

Funds ownership: 95.91%93.31% (-2.6%)

4% less funds holding

Funds holding: 419401 (-18)

6% less capital invested

Capital invested by funds: $3.63B → $3.41B (-$216M)

33% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 169

33% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 43

Holders
401
Holders Change
-18
Holders Change %
-4.3%
% of All Funds
5.76%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
29
Increased
114
Reduced
169
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$779M +$14.2M +296,758 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$283M -$8.28M -173,390 -3%
Morgan Stanley
3
Morgan Stanley
New York
$271M +$2.31M +48,323 +0.9%
Goldman Sachs
4
Goldman Sachs
New York
$233M -$44.5M -933,183 -16%
Wells Fargo
5
Wells Fargo
California
$228M -$178M -3,718,713 -44%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$133M -$4.58M -95,977 -3%
UCFA
7
United Capital Financial Advisors
Texas
$122M +$205K +4,299 +0.2%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$115M +$516K +10,811 +0.5%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$77.6M -$300K -6,288 -0.4%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$76.9M +$4.46M +93,386 +6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$74.7M -$4.66M -97,510 -6%
QC
12
Quent Capital
New York
$52.9M +$4.47M +93,724 +9%
Betterment LLC
13
Betterment LLC
New York
$43.5M -$21.3M -446,556 -33%
Financial Engines Advisors
14
Financial Engines Advisors
California
$34.8M -$1.72M -36,008 -5%
LPL Financial
15
LPL Financial
California
$33.4M +$1.26M +26,365 +4%
HB
16
HTLF Bank
Colorado
$30.8M +$6.5M +136,215 +27%
JP Morgan Chase
17
JP Morgan Chase
New York
$26.4M -$1.62M -34,025 -6%
Stifel Financial
18
Stifel Financial
Missouri
$25.6M -$5.8M -121,444 -19%
UBS Group
19
UBS Group
Switzerland
$24.6M -$1.52M -31,794 -6%
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$23.9M +$1.09M +22,886 +5%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$22.1M -$415K -8,683 -2%
Renaissance Technologies
22
Renaissance Technologies
New York
$20.2M +$9.99M +209,165 +99%
SEI Investments
23
SEI Investments
Pennsylvania
$17.7M -$2.05M -42,865 -10%
KIM
24
Karpus Investment Management
New York
$16.7M +$9.28M +194,447 +128%
GKWIM
25
Gerber Kawasaki Wealth & Investment Management
California
$15.6M +$2.1M +44,074 +16%

SHM Hedge Fund Activity: Q3 2024 in Review

401 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q3 2024, worth a combined $3.41B — down 6% from $3.63B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of SHM and 29 opened new positions — a net loss of 14 holders — while 169 trimmed existing stakes and 114 added.

The largest buyer was Bank of America, adding an estimated $14.2M. The largest seller was Wells Fargo, cutting an estimated $178M.

  • 401 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q3 2024, down from 419 in Q2 2024.
  • Funds reported $3.41B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q3 2024, down 6% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q3 2024 and 43 closed out, a net change of -14 holders.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q3 2024 was Bank of America, an estimated $14.2M added.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q3 2024 was Wells Fargo, an estimated $178M sold.

Based on aggregated 13F filings for Q3 2024.