SHM icon

SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Overview Fund Activity

354 hedge funds and large institutions have $2.52B invested in SPDR Nuveen ICE Short Term Municipal Bond ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 127 increasing their positions, 119 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
-7
Holders Change %
-1.94%
% of All Funds
7.7%
Holding in Top 10
9
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-47.06%
% of All Funds
0.2%
New
28
Increased
127
Reduced
119
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$14.3M
3
Bank of America
Bank of America
North Carolina
+$14M
4
Morgan Stanley
Morgan Stanley
New York
+$11.9M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$10.7M

Top Sellers

1
BSWM
Boston Standard Wealth Management
Massachusetts
-$13.2M
2
EI
Ellevest Inc
New York
-$9.24M
3
MNG
Manning & Napier Group
New York
-$7.12M
4
B
Bailard
California
-$4.52M
5
LCM
Leisure Capital Management
California
-$3.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAU
351
MRA Associates USA
Arizona
$2.01K – – –
MFT
352
Moisand Fitzgerald Tamayo
Florida
$2K – – –
RFA
353
Reilly Financial Advisors
California
$1K -$6.35K -184 -86%
EWM
354
Executive Wealth Management
Michigan
$1K – – –
ACA
355
Ackerman Capital Advisors
Texas
$711 -$7 -134 -0.9%
LHC
356
Little House Capital
Massachusetts
$201 – – –
WIM
357
Westside Investment Management
California
$103 +$103 +2,121 New
NL
358
NKCFO LLC
Illinois
– -$1.99M -41,000 Closed
Bank of New York Mellon
359
Bank of New York Mellon
New York
– -$1.64M -33,898 Closed
Kayne Anderson Rudnick Investment Management
360
Kayne Anderson Rudnick Investment Management
California
– -$1.26M -26,018 Closed
FC
361
Financial Consulate
Maryland
– -$1.14M -23,446 Closed
MG
362
Mather Group
Illinois
– -$720K -14,846 Closed
BIAS
363
Beacon Investment Advisory Services
New Jersey
– -$599K -12,358 Closed
BW
364
Bison Wealth
Georgia
– -$476K -9,817 Closed
PAG
365
Private Advisory Group
Washington
– -$455K -9,467 Closed
MHS
366
M Holdings Securities
Oregon
– -$383K -7,900 Closed
BOPW
367
Brandywine Oak Private Wealth
Pennsylvania
– -$325K -6,709 Closed
CC
368
Cypress Capital
Tennessee
– -$306K -6,313 Closed
JWS
369
Juncture Wealth Strategies
Arizona
– -$301K -6,206 Closed
IP
370
Investment Partners
Ohio
– -$294K -6,074 Closed
VCM
371
Vigilant Capital Management
Maine
– -$283K -5,836 Closed
SS
372
Simplicity Solutions
Minnesota
– -$274K -5,652 Closed
RT
373
Rockland Trust
Massachusetts
– -$271K -5,600 Closed
TWM
374
Titus Wealth Management
California
– -$219 -4,511 Closed
SIM
375
Stratos Investment Management
Ohio
– -$212K -4,381 Closed
12 13 14
15
16