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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

456 hedge funds and large institutions have $4.45B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 156 increasing their positions, 156 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.15% more ownership

Funds ownership: 89.43%93.58% (+4.1%)

0% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 156

4% less capital invested

Capital invested by funds: $4.66B → $4.45B (-$207M)

10% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 51

3% less funds holding

Funds holding: 468456 (-12)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
456
Holders Change
-12
Holders Change %
-2.56%
% of All Funds
7.19%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
46
Increased
156
Reduced
156
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
226
Windsor Wealth Management
Indiana
$755K -$158K -3,278 -17%
CIM
227
Confluence Investment Management
Missouri
$752K +$766K +15,897 New
WMR
228
Wealth Management Resources
Rhode Island
$751K -$333K -6,911 -30%
APA
229
American Portfolios Advisors
New York
$750K +$26.6K +552 +4%
IA
230
IFG Advisory
Georgia
$748K -$47.9K -993 -6%
LNC
231
Lincoln National Corp
Pennsylvania
$744K -$308K -6,393 -29%
KWM
232
Kingsview Wealth Management
Oregon
$739K +$22.7K +470 +3%
SWMG
233
Signature Wealth Management Group
Georgia
$716K +$62.7K +1,300 +9%
WS
234
Wedbush Securities
California
$706K +$8.87K +184 +1%
JC
235
Jentner Corp
Ohio
$705K
DWT
236
Dorsey & Whitney Trust
South Dakota
$704K -$372K -7,725 -34%
OFG
237
Omega Financial Group
California
$704K +$321K +6,658 +81%
AWM
238
Aries Wealth Management
Maine
$704K +$717K +14,876 New
NFG
239
Nations Financial Group
Iowa
$702K +$675 +14 +0.1%
Fidelity Investments
240
Fidelity Investments
Massachusetts
$695K -$739K -15,337 -51%
HWM
241
Howard Wealth Management
Connecticut
$678K -$2.89K -60 -0.4%
WA
242
WBH Advisory
Maryland
$677K -$211K -4,386 -23%
RWP
243
RWA Wealth Partners
Massachusetts
$675K
OPCM
244
Osborne Partners Capital Management
California
$664K
ACM
245
Antonetti Capital Management
Florida
$663K -$9.64K -200 -1%
KeyBank National Association
246
KeyBank National Association
Ohio
$659K +$12K +248 +2%
LWP
247
Laurel Wealth Planning
Minnesota
$647K +$448K +9,299 +212%
MAM
248
MMA Asset Management
Pennsylvania
$644K +$150K +3,103 +29%
JWS
249
Juncture Wealth Strategies
Arizona
$637K +$33.6K +696 +5%
RCAG
250
Rehmann Capital Advisory Group
Michigan
$599K -$69.8K -1,449 -10%

SHM Hedge Fund Activity: Q1 2022 in Review

456 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q1 2022, worth a combined $4.45B — down 4.4% from $4.66B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of SHM and 46 opened new positions — a net loss of 5 holders — while 156 trimmed existing stakes and 156 added.

The largest buyer was Aaron Wealth Advisors, adding an estimated $202M. The largest seller was Jane Street, cutting an estimated $63M.

  • 456 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q1 2022, down from 468 in Q4 2021.
  • Funds reported $4.45B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q1 2022, down 4.4% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q1 2022 and 51 closed out, a net change of -5 holders.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $202M added.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q1 2022 was Jane Street, an estimated $63M sold.

Based on aggregated 13F filings for Q1 2022.