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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
PFO
476
Pathstone Family Office
New Jersey
-$454K -9,232 Closed
SCM
477
Southport Capital Management
Tennessee
-$452K -9,200 Closed
BF
478
BOK Financial
Oklahoma
-$381K -7,744 Closed
APW
479
Aurora Private Wealth
New Jersey
-$304K -6,189 Closed
BWM
480
BCS Wealth Management
Tennessee
-$299K -6,088 Closed
CBT
481
Central Bank & Trust
Kentucky
-$295K -6,000 Closed
CA
482
Clearstead Advisors
Ohio
-$267K -5,438 Closed
SMG
483
Smart Money Group
Texas
-$261K -5,311 Closed
FFN
484
Focus Financial Network
Minnesota
-$248K -5,044 Closed
PA
485
PFG Advisors
Arizona
-$238K -4,849 Closed
HNW
486
High Note Wealth
Minnesota
-$235K -4,783 Closed
FWM
487
Fortress Wealth Management
California
-$223K -4,531 Closed
BW
488
Bison Wealth
Georgia
-$222K -4,517 Closed
SG
489
StoneX Group
New York
-$220K -4,470 Closed
IWC
490
Integrated Wealth Concepts
Massachusetts
-$209K -4,252 Closed
BSB
491
Bangor Savings Bank
Maine
-$204K -4,143 Closed
SAM
492
SignalPoint Asset Management
Missouri
-$203K -4,139 Closed
SF
493
Summit Financial
New Jersey
-$203K -4,136 Closed
GAG
494
Goodman Advisory Group
Massachusetts
-$203K -4,132 Closed
CC
495
Cypress Capital
Tennessee
-$201K -4,086 Closed
BNP Paribas Financial Markets
496
BNP Paribas Financial Markets
France
-$132K -2,684 Closed
CWS
497
Confluence Wealth Services
Pennsylvania
-$103K -2,098 Closed
BA
498
Bivin & Associates
Oklahoma
-$70K -1,417 Closed
TCM
499
TD Capital Management
Tennessee
-$65K -1,324 Closed
DAM
500
Delta Asset Management
Tennessee
-$61K -1,250 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.