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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
Osaic Holdings
26
Osaic Holdings
Arizona
$22.9M -$1.4M -29,047 -5%
AAS
27
Avantax Advisory Services
Texas
$21.6M +$256K +5,314 +1%
ST
28
Smithfield Trust
Pennsylvania
$21.5M +$16M +332,745 +272%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$20.2M +$2.61M +54,200 +15%
EC
30
Estate Counselors
Wisconsin
$18.7M +$207K +4,295 +1%
LJAC
31
L.J. Altfest & Co
New York
$18.1M +$18.4M +382,237 New
CI
32
CX Institutional
Indiana
$17.9M +$5.65M +117,307 +45%
AWA
33
Alaska Wealth Advisors
Alaska
$15.1M -$1.05M -21,866 -6%
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$15M +$3.23M +66,919 +27%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$14.7M -$12M -248,170 -44%
MNG
36
Manning & Napier Group
New York
$14.2M
Truist Financial
37
Truist Financial
North Carolina
$13.2M -$1.24M -25,778 -8%
CCG
38
Chatham Capital Group
Georgia
$12.7M +$275K +5,700 +2%
CG
39
Colony Group
Massachusetts
$12.7M +$10.8M +223,771 +505%
NA
40
NewEdge Advisors
Louisiana
$12.7M -$191K -3,960 -1%
PPW
41
Parcion Private Wealth
Washington
$12.2M +$2.78M +57,700 +29%
BPA
42
Beacon Pointe Advisors
California
$10.3M +$9.92M +205,777 +1,754%
BSW
43
Buckingham Strategic Wealth
Missouri
$10.1M -$4.79M -99,295 -32%
QC
44
Quent Capital
New York
$10M +$5.49M +113,846 +117%
LCM
45
Leisure Capital Management
California
$9.89M +$1.45M +30,095 +17%
ERIM
46
Eagle Ridge Investment Management
Connecticut
$9.09M +$413K +8,560 +5%
PSUF
47
People's United Financial
Connecticut
$8.94M -$3.79M -78,589 -29%
KIM
48
Karpus Investment Management
New York
$8.8M -$7.41M -153,680 -45%
TPCW
49
TD Private Client Wealth
New York
$8.68M +$916K +19,004 +12%
CAG
50
Crestwood Advisors Group
Massachusetts
$8.44M +$101K +2,097 +1%

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.