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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
AF
76
Allworth Financial
California
$4.74M -$1.08M -22,356 -18%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$4.58M -$184K -3,817 -4%
AIM
78
Allen Investment Management
New York
$4.48M
PAG
79
Private Advisor Group
New Jersey
$4.45M -$338K -7,002 -7%
NAS
80
Nicolet Advisory Services
Wisconsin
$4.45M +$160K +3,322 +4%
CFB
81
Cullen/Frost Bankers
Texas
$4.37M -$206K -4,273 -4%
ACP
82
Aveo Capital Partners
Colorado
$4.33M -$1.16M -23,978 -21%
FIM
83
Freedom Investment Management
Connecticut
$4.28M +$116K +2,412 +3%
IWMA
84
Ironwood Wealth Management (Arizona)
Arizona
$4.27M +$1.12M +23,265 +35%
CTA
85
Chesley Taft & Associates
Illinois
$4.14M +$19.3K +400 +0.5%
MI
86
Moneywise Inc
Virginia
$3.99M +$255K +5,280 +7%
G
87
GenTrust
Florida
$3.97M -$242K -5,021 -6%
AssetMark Inc
88
AssetMark Inc
California
$3.94M -$2.2M -45,655 -35%
AFS
89
Axiom Financial Strategies
Indiana
$3.93M +$26.6K +551 +0.7%
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$3.89M +$91.8K +1,905 +2%
CFMC
91
Curbstone Financial Management Corp
New Hampshire
$3.8M
JCM
92
Janney Capital Management
Pennsylvania
$3.78M -$16.8K -349 -0.4%
5L
93
55I LLC
Massachusetts
$3.52M +$996K +20,668 +39%
LWA
94
Lenox Wealth Advisors
New York
$3.49M -$27.3K -567 -0.8%
1WM
95
1900 Wealth Management
Texas
$3.45M -$51.4K -1,066 -1%
DJSG
96
D.J. St. Germain
Massachusetts
$3.42M +$19.4K +402 +0.6%
PPWP
97
Proquility Private Wealth Partners
Nevada
$3.4M +$152K +3,144 +5%
EGA
98
Eagle Global Advisors
Texas
$3.38M -$81.9K -1,700 -2%
RVPG
99
Relative Value Partners Group
$3.37M +$91.2K +1,892 +38%
PP
100
PrairieView Partners
Minnesota
$3.36M -$3.08M -63,850 -47%

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.