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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
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$8.33M -$153K -3,181 -2%
DBT
52
Dubuque Bank & Trust
Iowa
$7.85M +$3.4M +70,454 +74%
CCM
53
Condor Capital Management
New Jersey
$7.69M +$218K +4,512 +3%
CCB
54
Country Club Bank
Missouri
$7.21M +$7.34M +152,334 New
SCA
55
STALEY CAPITAL ADVISERS
Pennsylvania
$7.09M -$482K -10,000 -6%
SP
56
Symmetry Partners
Connecticut
$6.58M +$255K +5,296 +4%
MPM
57
Meritage Portfolio Management
Kansas
$6.4M -$27.6K -573 -0.4%
Charles Schwab
58
Charles Schwab
California
$6.32M +$553K +11,464 +9%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$6.21M -$990K -20,529 -14%
EWM
60
Empirical Wealth Management
Washington
$6.11M +$311K +6,450 +5%
MWM
61
Modera Wealth Management
New Jersey
$6.04M +$4.03M +83,630 +190%
JIR
62
James Investment Research
Ohio
$6.03M +$7.23K +150 +0.1%
NCG
63
Newport Capital Group
New Jersey
$5.59M +$322K +6,672 +6%
BWA
64
BDO Wealth Advisors
Florida
$5.46M -$451K -9,363 -8%
HighTower Advisors
65
HighTower Advisors
Illinois
$5.35M -$1.75M -36,379 -24%
MWM
66
MY Wealth Management
Maryland
$5.34M +$414K +8,591 +8%
AWM
67
Avior Wealth Management
Nebraska
$5.21M +$80.7K +1,675 +2%
HAIM
68
Hunter Associates Investment Management
Pennsylvania
$5.17M
AWA
69
Aquire Wealth Advisors
Utah
$5.08M +$482 +10 +0%
PFA
70
Peak Financial Advisors
Colorado
$5.06M +$5.16M +106,978 New
ONB
71
Old National Bancorp
Indiana
$5.05M -$1.14M -23,555 -18%
CAL
72
Capital Analysts LLC
Pennsylvania
$5.02M -$11.4K -237 -0.2%
HCP
73
Holt Capital Partners
Texas
$4.94M
SWA
74
Strategies Wealth Advisors
Michigan
$4.79M +$166K +3,436 +4%
LI
75
LMCG Investments
Massachusetts
$4.78M +$4.86M +100,914 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.