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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

468 hedge funds and large institutions have $4.66B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 143 increasing their positions, 147 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 31

8% more funds holding

Funds holding: 433468 (+35)

5% more capital invested

Capital invested by funds: $4.43B → $4.66B (+$231M)

1.74% more ownership

Funds ownership: 87.69%89.43% (+1.7%)

3% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 147

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
468
Holders Change
+35
Holders Change %
+8.08%
% of All Funds
7.2%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
75
Increased
143
Reduced
147
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$7.45M +$542K +11,000 +8%
HighTower Advisors
52
HighTower Advisors
Illinois
$7.34M +$2.86M +58,096 +64%
CCT
53
Country Club Trust
Missouri
$6.82M -$517K -10,484 -7%
MPM
54
Meritage Portfolio Management
Kansas
$6.68M -$82.5K -1,675 -1%
PP
55
PrairieView Partners
Minnesota
$6.63M -$427K -8,674 -6%
SP
56
Symmetry Partners
Connecticut
$6.58M +$2.3M +46,661 +54%
ONB
57
Old National Bancorp
Indiana
$6.41M +$132K +2,671 +2%
AssetMark Inc
58
AssetMark Inc
California
$6.34M -$54.7K -1,111 -0.9%
JIR
59
James Investment Research
Ohio
$6.26M +$2.68M +54,466 +75%
BWA
60
BDO Wealth Advisors
Florida
$6.13M -$672K -13,642 -10%
EWM
61
Empirical Wealth Management
Washington
$6.04M -$328K -6,658 -5%
AF
62
Allworth Financial
California
$6.03M -$102K -2,073 -2%
ST
63
Smithfield Trust
Pennsylvania
$6.01M -$699K -14,191 -10%
Charles Schwab
64
Charles Schwab
California
$6M -$241K -4,885 -4%
ACA
65
Ackerman Capital Advisors
Texas
$5.76M +$3.21M +65,258 +126%
ACP
66
Aveo Capital Partners
Colorado
$5.67M +$2M +40,590 +54%
ACM
67
AUA Capital Management
Pennsylvania
$5.58M -$132K -2,684 -2%
NCG
68
Newport Capital Group
New Jersey
$5.48M +$195K +3,956 +4%
AC
69
Anson Capital
Georgia
$5.44M +$5.43M +110,175 New
HAIM
70
Hunter Associates Investment Management
Pennsylvania
$5.38M -$369K -7,500 -6%
AWM
71
Avior Wealth Management
Nebraska
$5.33M +$161K +3,269 +3%
AWA
72
Aquire Wealth Advisors
Utah
$5.28M +$5.29M +107,334 New
CAL
73
Capital Analysts LLC
Pennsylvania
$5.22M +$629K +12,766 +14%
HCP
74
Holt Capital Partners
Texas
$5.13M -$460K -9,339 -8%
MWM
75
MY Wealth Management
Maryland
$5.13M +$5.13M +104,228 New

SHM Hedge Fund Activity: Q4 2021 in Review

468 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q4 2021, worth a combined $4.66B — up 5.2% from $4.43B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new SHM positions and 31 closed out — a net gain of 44 holders — while 143 added to existing stakes and 147 trimmed.

The largest buyer was Jane Street, adding an estimated $85.6M. The largest seller was L.J. Altfest & Co, exiting entirely with an estimated $16.7M sold.

  • 468 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q4 2021, up from 433 in Q3 2021.
  • Funds reported $4.66B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q4 2021, up 5.2% quarter-over-quarter.
  • 75 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q4 2021 and 31 closed out, a net change of +44 holders.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q4 2021 was Jane Street, an estimated $85.6M added.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q4 2021 was L.J. Altfest & Co, an estimated $16.7M sold.

Based on aggregated 13F filings for Q4 2021.