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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
ECM
351
Evergreen Capital Management
Washington
$273K
AA
352
Alesco Advisors
New York
$260K -$19K -395 -7%
M&T Bank
353
M&T Bank
New York
$258K +$262K +5,442 New
FUBT
354
First United Bank & Trust
Maryland
$256K +$53K +1,100 +25%
Wealth Enhancement Advisory Services
355
Wealth Enhancement Advisory Services
Minnesota
$253K -$260K -5,384 -50%
SPA
356
Sentinel Pension Advisors
Massachusetts
$253K +$193 +4 +0.1%
GT
357
Greenleaf Trust
Michigan
$240K +$245K +5,074 New
TSS
358
Two Sigma Securities
New York
$239K -$74.4K -1,543 -23%
CA
359
Crewe Advisors
Utah
$234K +$95.2K +1,975 +67%
AC
360
ASB Consultores
Florida
$233K +$237K +4,925 New
VCM
361
Versant Capital Management
Arizona
$232K -$56.1K -1,163 -19%
TWM
362
Titus Wealth Management
California
$230K
SP
363
Successful Portfolios
Florida
$230K +$18.3K +380 +8%
TIAM2
364
Tru Independence Asset Management 2
Oregon
$228K -$513K -10,651 -69%
BHWM
365
Beaird Harris Wealth Management
Texas
$227K -$979K -20,309 -81%
MA
366
McBroom & Associates
Nevada
$223K -$2.89K -60 -1%
PCA
367
Permit Capital Advisors
Pennsylvania
$222K +$229K +4,745 New
SPI
368
Sutton Place Investors
New York
$217K -$141K -2,935 -39%
AAP
369
Arax Advisory Partners
Colorado
$215K -$834K -17,305 -79%
RWA
370
Ropes Wealth Advisors
Massachusetts
$215K
CCFCSB
371
Cape Cod Five Cents Savings Bank
Massachusetts
$213K
NL
372
NWAM LLC
Washington
$212K +$216K +4,473 New
BAWC
373
Boyce & Associates Wealth Consulting
Texas
$211K +$215K +4,450 New
VA
374
Valmark Advisers
Ohio
$210K +$14K +290 +7%
PFM
375
Parsec Financial Management
North Carolina
$208K -$3.85M -79,962 -95%

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.