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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

468 hedge funds and large institutions have $4.66B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 143 increasing their positions, 147 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 31

8% more funds holding

Funds holding: 433 → 468 (+35)

5% more capital invested

Capital invested by funds: $4.43B → $4.66B (+$231M)

1.74% more ownership

Funds ownership: 87.69% → 89.43% (+1.7%)

3% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 147

13% less funds holding in top 10

Funds holding in top 10: 16 → 14 (-2)

Holders
468
Holders Change
+35
Holders Change %
+8.08%
% of All Funds
7.2%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
75
Increased
143
Reduced
147
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$85.6M
2
B
Bailard
California
+$41.9M
3
Goldman Sachs
Goldman Sachs
New York
+$29.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$26.8M
5
EVM
Eaton Vance Management
Massachusetts
+$25.3M

Top Sellers

Rank Fund Capital Flow
1
LJAC
L.J. Altfest & Co
New York
-$16.7M
2
HCM
Hengehold Capital Management
Ohio
-$12.2M
3
APW
Aurora Private Wealth
New Jersey
-$9M
4
EH
Equitable Holdings
New York
-$7.07M
5
WAP
Wealthcare Advisory Partners
Pennsylvania
-$6.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
276
MMA Asset Management
Pennsylvania
$527K +$345 +7 +0.1%
PA
277
Procyon Advisors
Connecticut
$527K +$345 +7 +0.1%
CS
278
Comerica Securities
Michigan
$527K +$115K +2,328 +28%
AWA
279
Arete Wealth Advisors
Illinois
$525K – – –
Lido Advisors
280
Lido Advisors
California
$522K +$394 +8 +0.1%
RPA
281
Rock Point Advisors
Vermont
$519K – – –
Wealth Enhancement Advisory Services
282
Wealth Enhancement Advisory Services
Minnesota
$518K -$179K -3,630 -25%
SSW
283
Stone Summit Wealth
Florida
$518K +$521K +10,572 New
HCM
284
Hengehold Capital Management
Ohio
$516K -$12.2M -247,068 -96%
VIM
285
Vista Investment Management
Pennsylvania
$516K -$128K -2,599 -20%
NGA
286
Naples Global Advisors
Florida
$516K +$10.6K +215 +2%
WMA
287
West Michigan Advisors
Michigan
$504K +$504K +10,239 New
CIP
288
Capital Insight Partners
Arizona
$500K -$6.65K -135 -1%
EA
289
Eclectic Associates
California
$494K +$494K +10,035 New
FCBT
290
First Citizens Bank & Trust
North Carolina
$491K – – –
SIG
291
Spinnaker Investment Group
California
$491K +$496K +10,059 New
VCM
292
Vivaldi Capital Management
Illinois
$480K – – –
ASN
293
Advisory Services Network
Georgia
$474K -$528K -10,716 -53%
ONSWM
294
Old North State Wealth Management
North Carolina
$465K +$466K +9,454 New
WA
295
Waddell & Associates
Tennessee
$454K +$56.7K +1,150 +14%
PFO
296
Pathstone Family Office
New Jersey
$454K +$455K +9,232 New
SCM
297
Southport Capital Management
Tennessee
$452K +$453K +9,200 New
SF
298
Synovus Financial
Georgia
$450K -$62.4K -1,266 -12%
WA
299
Wealthstar Advisors
Texas
$435K +$67.2K +1,365 +18%
PFG
300
PAX Financial Group
Texas
$434K +$57K +1,156 +15%
10 11
12
13 14

SHM Hedge Fund Activity: Q4 2021 in Review

468 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q4 2021, worth a combined $4.66B — up 5.2% from $4.43B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new SHM positions and 31 closed out — a net gain of 44 holders — while 143 added to existing stakes and 147 trimmed.

The largest buyer was Jane Street, adding an estimated $85.6M. The largest seller was L.J. Altfest & Co, exiting entirely with an estimated $16.7M sold.

  • 468 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q4 2021, up from 433 in Q3 2021.
  • Funds reported $4.66B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q4 2021, up 5.2% quarter-over-quarter.
  • 75 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q4 2021 and 31 closed out, a net change of +44 holders.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q4 2021 was Jane Street, an estimated $85.6M added.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q4 2021 was L.J. Altfest & Co, an estimated $16.7M sold.

Based on aggregated 13F filings for Q4 2021.