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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
OCM
276
One Capital Management
California
$495K -$492K -10,212 -49%
Lido Advisors
277
Lido Advisors
California
$492K -$10.8K -225 -2%
FSG
278
Financial Strategies Group
Michigan
$491K +$500K +10,374 New
WP
279
WealthShield Partners
North Carolina
$490K -$60.5K -1,256 -11%
AWA
280
Arete Wealth Advisors
Illinois
$488K -$16.8K -348 -3%
WPC
281
Wedmont Private Capital
Pennsylvania
$479K +$79.4K +1,647 +19%
EA
282
Eclectic Associates
California
$475K
FCBT
283
First Citizens Bank & Trust
North Carolina
$473K
CIP
284
Capital Insight Partners
Arizona
$464K -$17.5K -364 -4%
PFG
285
PAX Financial Group
Texas
$460K +$43.1K +895 +10%
FAIM
286
Financial Advocates Investment Management
Washington
$457K -$52.1K -1,080 -10%
CS
287
Comerica Securities
Michigan
$457K -$51.6K -1,070 -10%
VCM
288
Vivaldi Capital Management
Illinois
$454K
ASN
289
Advisory Services Network
Georgia
$450K -$6.65K -138 -1%
ONSWM
290
Old North State Wealth Management
North Carolina
$448K +$482 +10 +0.1%
SF
291
Synovus Financial
Georgia
$441K +$4.43K +92 +1%
WA
292
Waddell & Associates
Tennessee
$437K
EH
293
Equitable Holdings
New York
$430K +$438K +9,093 New
PO
294
Private Ocean
California
$423K +$200K +4,157 +87%
CRWM
295
Castle Rock Wealth Management
California
$414K
MW
296
Marcum Wealth
Ohio
$398K +$137K +2,833 +51%
KWM
297
Keebeck Wealth Management
Illinois
$398K +$406K +8,418 New
IP
298
Investment Partners
Ohio
$394K +$47.7K +989 +13%
IA
299
IFG Advisors
Missouri
$393K
OWA
300
Octavia Wealth Advisors
Ohio
$392K

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.