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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
Bank of America
1
Bank of America
North Carolina
$902M -$60.8M -1,261,979 -6%
Morgan Stanley
2
Morgan Stanley
New York
$439M -$23.2M -482,114 -5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$409M +$3.15M +65,244 +0.8%
RJA
4
Raymond James & Associates
Florida
$249M +$10.1M +209,572 +4%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$228M +$1.03M +21,367 +0.4%
Goldman Sachs
6
Goldman Sachs
New York
$213M +$1.61M +33,452 +0.7%
UCFA
7
United Capital Financial Advisors
Texas
$147M +$20M +415,768 +15%
Wells Fargo
8
Wells Fargo
California
$132M +$20.4M +423,890 +18%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$98.2M +$10.3M +213,507 +11%
AWA
10
Aaron Wealth Advisors
Illinois
$90.1M +$202M +4,188,968 +5,665%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$85.6M -$900K -18,668 -1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$82.9M +$5.21M +108,086 +7%
Citigroup
13
Citigroup
New York
$68.6M -$3.96M -82,061 -5%
Financial Engines Advisors
14
Financial Engines Advisors
California
$58M -$783K -16,242 -1%
LPL Financial
15
LPL Financial
California
$40.4M +$805K +16,701 +2%
TNBTD
16
Trustmark National Bank Trust Department
Mississippi
$39.3M +$3.61M +74,960 +10%
CAM
17
Caprin Asset Management
Virginia
$37.5M -$1.46M -30,211 -4%
UBS Group
18
UBS Group
Switzerland
$37.4M -$4.1M -84,994 -10%
Ameriprise
19
Ameriprise
Minnesota
$36.5M -$35.3M -732,797 -49%
Stifel Financial
20
Stifel Financial
Missouri
$36.3M +$11.7M +242,328 +46%
BWM
21
Biltmore Wealth Management
Arizona
$33.4M -$360K -7,470 -1%
SEI Investments
22
SEI Investments
Pennsylvania
$31.2M +$23.3M +482,731 +274%
SB
23
Sunflower Bank
Texas
$28.3M +$1.13M +23,367 +4%
Jane Street
24
Jane Street
New York
$27.3M -$63M -1,307,559 -69%
B
25
Bailard
California
$24.6M -$17.9M -371,237 -42%

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.