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

Top Sellers

1
AWA
1
Aaron Wealth Advisors
Illinois
$4.84M
2
RJA
2
Raymond James & Associates
Florida
$114M
3
Bank of America
3
Bank of America
North Carolina
$853M
4
Citigroup
4
Citigroup
New York
$22.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$407M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$22.6M -$45.8M -970,102 -67%
Renaissance Technologies
27
Renaissance Technologies
New York
$22.1M +$22.1M +466,900 New
AAS
28
Avantax Advisory Services
Texas
$21.3M -$266K -5,620 -1%
Stifel Financial
29
Stifel Financial
Missouri
$20.2M -$16M -338,480 -44%
AWA
30
Alaska Wealth Advisors
Alaska
$20.2M +$5.09M +107,727 +34%
LJAC
31
L.J. Altfest & Co
New York
$19.2M +$1.14M +24,048 +6%
Truist Financial
32
Truist Financial
North Carolina
$18M +$4.82M +101,912 +37%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$17.2M -$2.97M -62,837 -15%
QC
34
Quent Capital
New York
$16.9M +$6.87M +145,279 +69%
EC
35
Estate Counselors
Wisconsin
$16.7M -$1.98M -41,850 -11%
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$14.2M -$757K -16,007 -5%
CG
37
Colony Group
Massachusetts
$13.7M +$1.01M +21,341 +8%
OCM
38
One Capital Management
California
$13.3M +$12.8M +270,649 +2,586%
PPW
39
Parcion Private Wealth
Washington
$13M +$724K +15,221 +6%
HighTower Advisors
40
HighTower Advisors
Illinois
$12.6M +$7.27M +153,973 +136%
ACA
41
Ackerman Capital Advisors
Texas
$12.3M +$12.3M +261,247 New
PI
42
Parkside Investments
Illinois
$12.3M +$12.3M +260,629 New
Jane Street
43
Jane Street
New York
$11.3M -$15.9M -336,299 -58%
CI
44
CX Institutional
Indiana
$11.1M -$6.78M -143,451 -38%
CCG
45
Chatham Capital Group
Georgia
$10.6M -$2.05M -43,450 -16%
TPCW
46
TD Private Client Wealth
New York
$9.66M +$995K +21,053 +11%
AWE
47
Avidian Wealth Enterprises
Texas
$9.27M +$7.56M +159,975 +443%
ERIM
48
Eagle Ridge Investment Management
Connecticut
$9.05M -$29K -613 -0.3%
LCM
49
Leisure Capital Management
California
$8.94M -$931K -19,697 -9%
DBT
50
Dubuque Bank & Trust
Iowa
$8.91M +$1.07M +22,574 +14%
1
2
3 4 5