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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
LS
451
Leelyn Smith
Illinois
$5K -$2.89K -60 -37%
Northern Trust
452
Northern Trust
Illinois
$5K +$553K +11,480 New
CHA
453
Carmichael Hill & Associates
Maryland
$4K
MSFP
454
Mark Sheptoff Financial Planning
Connecticut
$4K
NFSG
455
Newbridge Financial Services Group
Florida
$3K
S
456
SignatureFD
Georgia
$2K
WIM
457
Westside Investment Management
California
$1.9K +$1.98K +41 +0.1%
Qube Research & Technologies (QRT)
458
Qube Research & Technologies (QRT)
United Kingdom
$1K
SCA
459
Stonebridge Capital Advisors
Minnesota
$1K
EVM
460
Eaton Vance Management
Massachusetts
-$25.3M -514,679 Closed
PI
461
Parkside Investments
Illinois
-$15.7M -319,196 Closed
ACA
462
Ackerman Capital Advisors
Texas
-$5.76M -117,114 Closed
ACM
463
AUA Capital Management
Pennsylvania
-$5.58M -113,511 Closed
VF
464
Vista Finance
Missouri
-$4.23M -85,931 Closed
OC
465
Oppenheimer & Co
New York
-$2.43M -49,409 Closed
AP
466
Advisor Partners
California
-$2.14M -43,461 Closed
LSPW
467
Lake Street Private Wealth
Illinois
-$2.07M -42,173 Closed
BA
468
Bristlecone Advisors
Washington
-$1.76M -35,752 Closed
Citadel Advisors
469
Citadel Advisors
Florida
-$1.4M -28,511 Closed
SFS
470
Strategic Financial Services
New York
-$1.29M -26,255 Closed
BFM
471
Broadview Financial Management
Wisconsin
-$1.17M -23,708 Closed
PA
472
Parallel Advisors
California
-$1.09M -22,194 Closed
Renaissance Technologies
473
Renaissance Technologies
New York
-$743K -15,100 Closed
HC
474
Hamilton Capital
Ohio
-$702K -14,283 Closed
RWP
475
Ridgecrest Wealth Partners
California
-$541K -11,000 Closed

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.