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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
Lazard Asset Management
151
Lazard Asset Management
New York
$1.79M
FWM
152
FSA Wealth Management
Massachusetts
$1.79M
WP
153
WealthSource Partners
California
$1.78M +$388K +8,046 +27%
ACP
154
Aviance Capital Partners
Florida
$1.76M +$113K +2,337 +7%
MWM
155
McNaughton Wealth Management
California
$1.74M -$93.6K -1,942 -5%
AWM
156
Axxcess Wealth Management
California
$1.72M +$91.4K +1,896 +6%
AWE
157
Avidian Wealth Enterprises
Texas
$1.71M -$463K -9,601 -21%
MIAN
158
Mariner Independent Advisor Network
Kansas
$1.7M +$1.73M +35,981 New
DAS
159
Dynamic Advisor Solutions
Arizona
$1.68M +$53.9K +1,118 +3%
WSTAM
160
Wilbanks Smith & Thomas Asset Management
Virginia
$1.66M -$200K -4,150 -10%
CWA
161
Canvas Wealth Advisors
Kansas
$1.64M -$1.17M -24,263 -41%
MML Investors Services
162
MML Investors Services
Massachusetts
$1.63M -$609K -12,641 -27%
CCM
163
Covington Capital Management
California
$1.51M +$52.3K +1,085 +4%
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
$1.51M +$1.24M +25,698 +415%
RRC
165
Relaxing Retirement Coach
Massachusetts
$1.5M -$1.95M -40,407 -56%
FIBT
166
First International Bank & Trust
North Dakota
$1.48M +$306K +6,344 +26%
EI
167
Ellevest Inc
New York
$1.46M +$377K +7,822 +34%
VCM
168
Virtue Capital Management
Tennessee
$1.44M
OC
169
Oarsman Capital
Wisconsin
$1.41M +$137K +2,850 +11%
MA
170
Mutual Advisors
Nebraska
$1.38M -$90.1K -1,870 -6%
OPS
171
Orion Portfolio Solutions
Nebraska
$1.36M -$923K -19,142 -40%
MG
172
Mather Group
Illinois
$1.33M
NW
173
NewEdge Wealth
Pennsylvania
$1.33M -$40.9K -849 -3%
PAS
174
Park Avenue Securities
New York
$1.33M -$122K -2,527 -8%
WC
175
Wealth CMT
New Jersey
$1.32M +$1.34M +27,795 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.