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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
FCA
376
FLC Capital Advisors
California
$208K
RH
377
RFG Holdings
Texas
$207K +$145 +3 +0.1%
AWM
378
Atticus Wealth Management
Florida
$206K +$209K +4,345 New
GWMIA
379
Global Wealth Management Investment Advisory
Florida
$205K +$4.58K +95 +2%
BC
380
Bowman & Company
Wisconsin
$204K +$208K +4,314 New
GKWIM
381
Gerber Kawasaki Wealth & Investment Management
California
$203K -$34.9K -725 -14%
LWM
382
Laidlaw Wealth Management
New York
$201K +$205K +4,255 New
WTC
383
WhitTier Trust Company
Nevada
$195K
MCC
384
Money Concepts Capital
Florida
$181K +$62.2K +1,291 +51%
Deutsche Bank
385
Deutsche Bank
Germany
$172K +$33.3K +691 +24%
HNWAG
386
High Net Worth Advisory Group
Florida
$151K
WT
387
Whittier Trust
California
$150K
LWCFA
388
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$142K
CDIA
389
Capital Directions Investment Advisors
Georgia
$129K +$131K +2,726 New
1IA
390
1834 Investment Advisors
Wisconsin
$123K
WPWM
391
Western Pacific Wealth Management
Illinois
$101K -$43.4K -900 -30%
CFGS
392
Concourse Financial Group Securities
Alabama
$100K -$15.5K -322 -13%
MIFH
393
Migdal Insurance & Financial Holdings
Israel
$99K
TFS
394
TrustCore Financial Services
Tennessee
$99K
PFGIA
395
Patriot Financial Group Insurance Agency
Massachusetts
$94K +$32.1K +665 +50%
T
396
TCWP
Ohio
$88K +$90.2K +1,871 New
CWA
397
Clearview Wealth Advisors
Oregon
$84K -$6.75K -140 -7%
AIP
398
Ameritas Investment Partners
Nebraska
$78K +$1.21K +25 +2%
GWM
399
Geneos Wealth Management
Colorado
$74K
SPIA
400
Steward Partners Investment Advisory
New York
$70K -$29.9K -620 -29%

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.