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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
SIM
126
Studio Investment Management
Illinois
$2.48M +$29.9K +620 +1%
SFG
127
StrategIQ Financial Group
Indiana
$2.47M -$126K -2,620 -5%
AWS
128
AJ Wealth Strategies
New York
$2.44M -$60.2K -1,249 -2%
VWA
129
Visionary Wealth Advisors
Illinois
$2.42M +$296K +6,133 +14%
AO
130
Advisor OS
Illinois
$2.35M +$62.3K +1,293 +3%
APCM
131
Alaska Permanent Capital Management
Alaska
$2.34M +$342K +7,085 +17%
ANTB
132
AMG National Trust Bank
Colorado
$2.33M
NEAM
133
New England Asset Management
Connecticut
$2.3M
RFO
134
RiverGlades Family Offices
Florida
$2.27M +$53K +1,100 +2%
CAMG
135
CWA Asset Management Group
Florida
$2.26M -$408K -8,461 -15%
MPWT
136
MassMutual Private Wealth & Trust
Connecticut
$2.22M +$16.3K +339 +0.7%
CAM
137
Cresset Asset Management
Illinois
$2.2M -$1.06M -21,940 -32%
DC
138
Davenport & Co
Virginia
$2.07M +$19.6K +407 +0.9%
CB
139
CNB Bank
Pennsylvania
$2.06M +$81.9K +1,700 +4%
JP Morgan Chase
140
JP Morgan Chase
New York
$2.05M -$15.9K -330 -0.8%
PFA
141
Pettinga Financial Advisors
Indiana
$2M +$685K +14,215 +51%
Cambridge Investment Research Advisors
142
Cambridge Investment Research Advisors
Iowa
$1.99M -$51.8K -1,075 -2%
PCA
143
Peddock Capital Advisors
Massachusetts
$1.94M -$74.7K -1,550 -4%
Comerica Bank
144
Comerica Bank
Texas
$1.93M +$1.15M +23,892 +139%
VPIM
145
Vanguard Personalized Indexing Management
California
$1.93M +$1.96M +40,686 New
EWA
146
EP Wealth Advisors
California
$1.91M +$1.1M +22,718 +129%
OIA
147
OneDigital Investment Advisors
Kansas
$1.87M -$191K -3,956 -9%
CCWA
148
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.82M -$759K -15,747 -29%
Cetera Investment Advisers
149
Cetera Investment Advisers
Illinois
$1.81M -$237K -4,915 -11%
SIM
150
Sadoff Investment Management
Wisconsin
$1.79M

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.