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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
SI
251
Saxon Interests
Texas
$595K -$1.98K -41 -0.3%
TCPWM
252
Traverso Chambers Private Wealth Management
California
$590K
Fifth Third Bancorp
253
Fifth Third Bancorp
Ohio
$587K -$206K -4,275 -26%
WANY
254
Wealthspire Advisors (New York)
New York
$587K +$9.79K +203 +2%
CCM
255
Coldstream Capital Management
Washington
$587K +$598K +12,405 New
MBFW
256
Morton Brown Family Wealth
Pennsylvania
$578K -$142K -2,951 -19%
SWM
257
Spire Wealth Management
Virginia
$575K
CL
258
CPWM LLC
Washington
$575K +$27.4K +569 +5%
EFG
259
Everhart Financial Group
Ohio
$572K +$582K +12,078 New
LBC
260
Lowe Brockenbrough & Co
Virginia
$568K +$578K +12,000 New
HWM
261
HB Wealth Management
Georgia
$562K +$573K +11,879 New
PFPT
262
Pinnacle Financial Partners (Tennessee)
Tennessee
$561K -$85.7K -1,777 -13%
GT
263
Glenview Trust
Kentucky
$556K
BAM
264
Baldrige Asset Management
Pennsylvania
$547K +$304K +6,299 +120%
PA
265
Pinnacle Associates
New York
$543K
PWMAG
266
Pinnacle Wealth Management Advisory Group
New Jersey
$543K
PPW
267
Pasadena Private Wealth
California
$539K
MFS
268
McNamara Financial Services
Massachusetts
$536K +$819 +17 +0.2%
WMA
269
West Michigan Advisors
Michigan
$535K +$51.1K +1,061 +10%
PA
270
Procyon Advisors
Connecticut
$532K +$25.5K +529 +5%
SCA
271
Snowden Capital Advisors
New York
$532K +$276K +5,723 +103%
FPAS
272
Focus Partners Advisor Solutions
Missouri
$527K +$537K +11,150 New
CIA
273
Capital Investment Advisors
Georgia
$516K -$660K -13,691 -56%
RPA
274
Rock Point Advisors
Vermont
$499K
NGA
275
Naples Global Advisors
Florida
$496K

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.