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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
SFWC
176
Strategic Family Wealth Counselors
New Jersey
$1.3M +$1.4K +29 +0.1%
Creative Planning
177
Creative Planning
Kansas
$1.3M +$525K +10,894 +66%
IA
178
IFP Advisors
Florida
$1.27M +$1.13M +23,427 +769%
AWS
179
Atria Wealth Solutions
New York
$1.27M +$1.29M +26,809 New
PFBT
180
Parkside Financial Bank & Trust
Missouri
$1.23M -$12.9K -267 -1%
BSWM
181
Boston Standard Wealth Management
Massachusetts
$1.21M +$46.9K +973 +4%
FWP
182
FAS Wealth Partners
Kansas
$1.18M -$55.3K -1,148 -4%
RIA
183
Regal Investment Advisors
Michigan
$1.18M +$10.9K +226 +0.9%
CB
184
Commerce Bank
Missouri
$1.15M
FMP
185
Financial Management Professionals
Texas
$1.14M +$1.16M +24,069 New
MSFS
186
Main Street Financial Solutions
Pennsylvania
$1.14M +$15.3K +317 +1%
William Blair & Company
187
William Blair & Company
Illinois
$1.13M -$46.3K -960 -4%
FF
188
Friedenthal Financial
New Jersey
$1.13M +$150K +3,105 +15%
Baird Financial Group
189
Baird Financial Group
Wisconsin
$1.11M +$84.5K +1,753 +8%
RWA
190
RGT Wealth Advisors
Texas
$1.09M +$10.9K +227 +1%
IP
191
Intellectus Partners
California
$1.08M +$819 +17 +0.1%
LIM
192
Leavell Investment Management
Alabama
$1.08M
AP
193
Advisors Preferred
Maryland
$1.07M +$135K +2,800 +14%
VIM
194
Vista Investment Management
Pennsylvania
$1.05M +$561K +11,630 +111%
FTUS
195
Flow Traders U.S.
New York
$1.04M +$826K +17,143 +354%
HW
196
Hancock Whitney
Mississippi
$1.04M -$1.12M -23,142 -51%
FAFN
197
First Affirmative Financial Network
Colorado
$1.04M +$27.4K +568 +3%
WCM
198
Wealthcare Capital Management
Virginia
$1M -$47.5K -985 -4%
KAS
199
Kestra Advisory Services
Texas
$983K +$34.9K +725 +4%
Thrivent Financial for Lutherans
200
Thrivent Financial for Lutherans
Minnesota
$979K +$998K +20,695 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.