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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
DI
201
Disciplined Investments
Oklahoma
$969K -$14.2K -294 -1%
NEWAS
202
N.E.W. Advisory Services
Wisconsin
$954K +$57.2K +1,187 +7%
FC
203
Financial Council
Maryland
$950K -$57.5K -1,192 -6%
WCA
204
Westover Capital Advisors
Delaware
$939K -$21.1K -437 -2%
BWM
205
BerganKDV Wealth Management
Minnesota
$935K +$41K +851 +4%
COF
206
Capital One Financial
Virginia
$920K -$3.58M -74,275 -79%
PC
207
Prairiewood Capital
North Dakota
$914K +$281K +5,832 +43%
TW
208
TrinityPoint Wealth
Connecticut
$903K +$12.1K +250 +1%
CA
209
Continuum Advisory
Idaho
$891K -$121K -2,516 -12%
EK
210
Evensky & Katz
Florida
$867K +$137K +2,839 +18%
CWM
211
Cornerstone Wealth Management
Missouri
$866K +$36K +747 +4%
QWM
212
QP Wealth Management
New Jersey
$861K +$9.74K +202 +1%
PG
213
Proffitt & Goodson
Tennessee
$860K -$3.71M -77,010 -81%
CCM
214
Colorado Capital Management
Colorado
$860K -$23.8K -493 -3%
SWP
215
Stratos Wealth Partners
Ohio
$844K -$3.52M -73,071 -80%
CTB
216
Country Trust Bank
Illinois
$843K -$163K -3,374 -16%
SWP
217
Strategic Wealth Partners
Ohio
$839K +$74K +1,536 +9%
NWM
218
Northwest Wealth Management
Iowa
$825K
CAL
219
Capital Advisors Ltd
Ohio
$814K +$305K +6,328 +58%
SWA
220
Sightline Wealth Advisors
Connecticut
$801K +$48 +1 +0%
AWM
221
AE Wealth Management
Kansas
$781K +$58.9K +1,222 +8%
EWA
222
EverSource Wealth Advisors
Alabama
$781K +$98K +2,032 +14%
HR
223
Howe & Rusling
New York
$777K +$152K +3,144 +24%
RWM
224
Rockwood Wealth Management
Pennsylvania
$771K -$9.11K -189 -1%
LWP
225
Lumature Wealth Partners
Georgia
$770K -$308K -6,393 -28%

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.