SHM icon

SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Overview Fund Activity

470 hedge funds and large institutions have $4.22B invested in SPDR Nuveen ICE Short Term Municipal Bond ETF in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 129 increasing their positions, 187 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
+14
Holders Change %
+3.07%
% of All Funds
7.95%
Holding in Top 10
20
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+53.85%
% of All Funds
0.34%
New
72
Increased
129
Reduced
187
Closed
54
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$195M
2
OWA
Opal Wealth Advisors
New York
$23.9M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$121M
4
Renaissance Technologies
Renaissance Technologies
New York
$22.1M
5
OCM
One Capital Management
California
$13.3M

Top Sellers

1
AWA
Aaron Wealth Advisors
Illinois
$4.84M
2
RJA
Raymond James & Associates
Florida
$114M
3
Bank of America
Bank of America
North Carolina
$853M
4
Citigroup
Citigroup
New York
$22.6M
5
Morgan Stanley
Morgan Stanley
New York
$407M
Name Holding Trade Value Shares
Change 		Shares
Change %
QWM
226
QP Wealth Management
New Jersey
$855K -$4.59K -97 -0.5%
BSWM
227
Boston Standard Wealth Management
Massachusetts
$850K -$361K -7,621 -30%
KWM
228
Kingsview Wealth Management
Oregon
$826K +$87.5K +1,850 +12%
NWM
229
Northwest Wealth Management
Iowa
$824K – – –
PA
230
Parallel Advisors
California
$822K +$822K +17,392 New
AFP
231
Ausdal Financial Partners
Iowa
$819K +$819K +17,326 New
CAL
232
Capital Advisors Ltd
Ohio
$813K – – –
FHA
233
First Horizon Advisors
Tennessee
$813K +$476K +10,087 +142%
IWC
234
Integrated Wealth Concepts
Massachusetts
$800K +$800K +16,934 New
CCM
235
Colorado Capital Management
Colorado
$797K -$62.5K -1,322 -7%
NEWAS
236
N.E.W. Advisory Services
Wisconsin
$782K -$127K -2,678 -14%
HR
237
Howe & Rusling
New York
$777K +$662 +14 +0.1%
SWA
238
Sightline Wealth Advisors
Connecticut
$767K -$33K -698 -4%
Janney Montgomery Scott
239
Janney Montgomery Scott
Pennsylvania
$756K -$7.55M -160,008 -91%
DI
240
Disciplined Investments
Oklahoma
$747K -$221K -4,666 -23%
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$736K +$361K +7,641 +96%
WS
242
Wedbush Securities
California
$735K +$29.8K +630 +4%
CAN
243
Cetera Advisor Networks
California
$731K +$441K +9,324 +152%
IA
244
IFG Advisory
Georgia
$721K -$26K -550 -3%
AWM
245
AE Wealth Management
Kansas
$717K -$62.8K -1,330 -8%
SWP
246
Strategic Wealth Partners
Ohio
$707K -$131K -2,778 -16%
Bank of New York Mellon
247
Bank of New York Mellon
New York
$705K +$705K +14,912 New
JC
248
Jentner Corp
Ohio
$704K – – –
BRC
249
Bell Rock Capital
Delaware
$704K +$704K +14,900 New
CIM
250
Confluence Investment Management
Missouri
$702K -$49.5K -1,048 -7%
8 9
10
11 12