SHM icon

SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Overview Fund Activity

424 hedge funds and large institutions have $4.2B invested in SPDR Nuveen ICE Short Term Municipal Bond ETF in 2021 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 173 increasing their positions, 119 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
-2
Holders Change %
-0.47%
% of All Funds
7.4%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.24%
New
38
Increased
173
Reduced
119
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$922M
2
Goldman Sachs
Goldman Sachs
New York
$165M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$359M
4
UCFA
United Capital Financial Advisors
Texas
$95.4M
5
RJA
Raymond James & Associates
Florida
$226M

Top Sellers

1
B
Bailard
California
$9.65M
2
Jane Street
Jane Street
New York
$8.46M
3
MNG
Manning & Napier Group
New York
$7.95M
4
KIM
Karpus Investment Management
New York
$23.1M
5
CAMG
CWA Asset Management Group
Florida
$5.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
226
Strategic Wealth Partners
Ohio
$706K -$35.7K -720 -5%
RCAG
227
Rehmann Capital Advisory Group
Michigan
$696K +$1.39K +28 +0.2%
OPCM
228
Osborne Partners Capital Management
California
$695K +$23.5K +475 +4%
CA
229
Cetera Advisors
Colorado
$690K +$106K +2,143 +18%
EK
230
Evensky & Katz
Florida
$683K +$220K +4,436 +47%
SWMG
231
Signature Wealth Management Group
Georgia
$682K -$4.26K -86 -0.6%
SWA
232
Stratos Wealth Advisors
Ohio
$663K +$663K +13,382 New
ASN
233
Advisory Services Network
Georgia
$661K -$9.46K -191 -1%
OAP
234
One Advisory Partners
Kansas
$654K -$56.9K -1,147 -8%
WWM
235
Windsor Wealth Management
Indiana
$651K +$67K +1,350 +11%
PWP
236
Personal Wealth Partners
Minnesota
$641K – – –
DWT
237
Dorsey & Whitney Trust
South Dakota
$639K -$890K -17,965 -58%
OAM
238
Occidental Asset Management
California
$639K -$124K -2,500 -16%
PJSIMP
239
P.J. Schmidt Investment Management (PJS)
Wisconsin
$638K +$12K +242 +2%
PAS
240
Park Avenue Securities
New York
$626K +$247K +4,994 +65%
FLPIM
241
F.L. Putnam Investment Management
Massachusetts
$621K +$621K +12,532 New
NFG
242
Nations Financial Group
Iowa
$620K -$82K -1,656 -12%
TCPWM
243
Traverso Chambers Private Wealth Management
California
$618K – – –
WP
244
WealthShield Partners
North Carolina
$618K +$189K +3,817 +44%
FG
245
Fiduciary Group
Georgia
$616K – – –
SWM
246
Spire Wealth Management
Virginia
$602K – – –
Lido Advisors
247
Lido Advisors
California
$592K +$298 +6 +0.1%
SF
248
Synovus Financial
Georgia
$591K +$591K +11,874 New
VIM
249
Vista Investment Management
Pennsylvania
$584K +$283K +5,712 +94%
JWS
250
Juncture Wealth Strategies
Arizona
$580K +$76.6K +1,545 +15%
8 9
10
11 12