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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
BFA
101
Bragg Financial Advisors
North Carolina
$3.36M -$806K -16,730 -19%
MWC
102
MBM Wealth Consultants
Missouri
$3.35M +$65.5K +1,359 +2%
AC
103
Anson Capital
Georgia
$3.24M -$2.01M -41,696 -38%
GA
104
Gateway Advisory
New Jersey
$3.18M -$93K -1,929 -3%
APP
105
Avantax Planning Partners
Iowa
$3.16M +$3.01M +62,350 +1,399%
EWM
106
Evermay Wealth Management
Virginia
$3.09M +$3.12M +64,785 +12,753%
EWA
107
ERTS Wealth Advisors
Michigan
$3.07M +$3.13M +64,839 New
SW
108
SteelPeak Wealth
California
$3.06M +$605K +12,558 +24%
AC
109
Apella Capital
Connecticut
$2.97M -$491K -10,176 -14%
HWM
110
Hohimer Wealth Management
Washington
$2.95M +$1.66M +34,349 +123%
AWM
111
Apollon Wealth Management
South Carolina
$2.91M +$1.59M +32,892 +115%
WIC
112
Whitegate Investment Counselors
New Hampshire
$2.87M -$625K -12,975 -18%
AAM
113
Ameraudi Asset Management
New York
$2.86M
SSC
114
Syverson Strege & Co
Iowa
$2.8M -$16.4K -341 -0.6%
KL
115
KWMG LLC
Kansas
$2.8M +$100K +2,075 +4%
ML
116
McAdam LLC
Pennsylvania
$2.8M -$1.7M -35,353 -37%
DWM
117
Dakota Wealth Management
Florida
$2.77M +$9.64K +200 +0.3%
Mariner
118
Mariner
Kansas
$2.77M -$1.4M -29,067 -33%
CPO
119
Cerity Partners OCIO
New York
$2.59M +$289 +6 +0%
HIF
120
Hill Island Financial
Michigan
$2.58M -$569K -11,803 -18%
AWM
121
Altus Wealth Management
Kentucky
$2.58M +$121K +2,512 +5%
RJT
122
Raymond James Trust
Florida
$2.58M +$133K +2,768 +5%
BCI
123
Brinker Capital Investments
Pennsylvania
$2.52M -$4.94M -102,457 -66%
RA
124
Riversedge Advisors
Delaware
$2.52M -$167K -3,470 -6%
MIM
125
Moseley Investment Management
Florida
$2.51M +$15.9K +330 +0.6%

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.