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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
BlackRock
426
BlackRock
New York
$24K -$355K -7,366 -94%
CIAS
427
Capital Investment Advisory Services
North Carolina
$24K
FF
428
FourThought Financial
Florida
$24K
VCM
429
Vigilant Capital Management
Maine
$23K +$23.7K +491 New
PFS
430
Prospera Financial Services
Texas
$22K +$22.1K +458 New
DB
431
Dravo Bay
Delaware
$21.1K +$21.5K +446 New
FRA
432
Front Row Advisors
California
$20K
ME
433
McIlrath & Eck
Washington
$20K
VNA
434
Valley National Advisers
Pennsylvania
$20K
EFS
435
Econ Financial Services
Pennsylvania
$19K -$1.05M -21,697 -98%
ODG
436
O'Dell Group
Ohio
$19K
RFWA
437
RPg Family Wealth Advisory
Massachusetts
$16.6K
AF
438
Advisornet Financial
Minnesota
$15K
TC
439
Trust Company
Kansas
$15K
HWMA
440
Heritage Wealth Management (Arizona)
Arizona
$15K +$15K +311 New
JPLA
441
Joseph P. Lucia & Associates
New York
$14K +$14.5K +300 New
CIAS
442
CFS Investment Advisory Services
New Jersey
$14K +$31M +643,152 +5,385%
OAJ
443
Ogorek Anthony Joseph
New York
$13K
CFD
444
Creative Financial Designs
Indiana
$10K
VNIM
445
Vaughan Nelson Investment Management
Texas
$9K -$2.41K -50 -21%
PCA
446
Providence Capital Advisors
North Carolina
$8K
US Bancorp
447
US Bancorp
Minnesota
$7K -$15K -312 -67%
APC
448
Aspire Private Capital
North Carolina
$7K
MAM
449
Meeder Asset Management
Ohio
$6K
RBC
450
Roble Belko & Company
Pennsylvania
$6K +$6.41K +133 New

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.