We are live on ! Find out more
SHM icon

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
HCM
301
Hengehold Capital Management
Ohio
$390K -$109K -2,253 -21%
GIA
302
Gladstone Institutional Advisory
Florida
$390K +$96.7K +2,007 +32%
ECM
303
Exchange Capital Management
Michigan
$381K -$28.9K -600 -7%
AIM
304
Alhambra Investment Management
Florida
$379K -$15.7K -326 -4%
WSCM
305
Wellington Shields Capital Management
New York
$379K
SIG
306
Spinnaker Investment Group
California
$376K -$103K -2,127 -21%
Carson Wealth (CWM LLC)
307
Carson Wealth (CWM LLC)
Nebraska
$376K -$48 -1 -0%
UB
308
UMB Bank
Missouri
$374K
BL
309
BFSG LLC
California
$366K -$29.5K -612 -7%
SFO
310
Stokes Family Office
Louisiana
$362K +$369K +7,656 New
KPWS
311
Kestra Private Wealth Services
Texas
$361K -$1.05M -21,697 -74%
CA
312
Cetera Advisors
Colorado
$353K -$369K -7,649 -51%
MAC
313
Mason & Associates (California)
California
$348K -$49.2K -1,021 -12%
TIM
314
Tortoise Investment Management
New York
$347K +$152K +3,160 +76%
RA
315
RFG Advisory
Alabama
$346K -$43K -891 -11%
CSIC
316
Clifford Swan Investment Counsel
California
$346K
VWM
317
Venturi Wealth Management
Texas
$346K
IWP
318
Icon Wealth Partners
Texas
$344K
PJSIMP
319
P.J. Schmidt Investment Management (PJS)
Wisconsin
$342K -$288K -5,972 -45%
EWM
320
Elmwood Wealth Management
California
$342K
FHA
321
First Horizon Advisors
Tennessee
$337K -$174K -3,602 -34%
HNB
322
Huntington National Bank
Ohio
$336K
SSW
323
Stone Summit Wealth
Florida
$335K -$168K -3,482 -33%
BRWM
324
B. Riley Wealth Management
Tennessee
$334K +$81.8K +1,697 +32%
RFN
325
RDA Financial Network
Iowa
$333K -$34.5K -716 -9%

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.