SHM icon

SPDR Nuveen ICE Short Term Municipal Bond ETF

444 hedge funds and large institutions have $3.95B invested in SPDR Nuveen ICE Short Term Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 129 increasing their positions, 181 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
444
Holders Change
-26
Holders Change %
-5.53%
% of All Funds
7.68%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.31%
New
49
Increased
129
Reduced
181
Closed
67
Calls
$281K
Puts
Net Calls
+$281K
Net Calls Change
+$281K
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$773M -$58.6M -1,272,507 -7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$402M +$12.3M +266,468 +3%
Morgan Stanley
3
Morgan Stanley
New York
$365M -$31.6M -684,624 -8%
Goldman Sachs
4
Goldman Sachs
New York
$240M +$34.5M +747,784 +17%
Wells Fargo
5
Wells Fargo
California
$226M +$35.5M +770,262 +19%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$191M -$5.56M -120,697 -3%
UCFA
7
United Capital Financial Advisors
Texas
$181M +$29.7M +645,423 +20%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$98M +$3.81M +82,690 +4%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$88.7M -$29.3M -636,485 -25%
SEI Investments
10
SEI Investments
Pennsylvania
$71.5M +$41.6M +902,595 +139%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$70.9M -$7.29M -158,065 -9%
Financial Engines Advisors
12
Financial Engines Advisors
California
$51M -$2.14M -46,362 -4%
LPL Financial
13
LPL Financial
California
$42.6M +$1.47M +31,885 +4%
TNBTD
14
Trustmark National Bank Trust Department
Mississippi
$39.2M +$714K +15,496 +2%
UBS Group
15
UBS Group
Switzerland
$33M -$772K -16,753 -2%
BWM
16
Biltmore Wealth Management
Arizona
$32.4M -$189K -4,104 -0.6%
Osaic Holdings
17
Osaic Holdings
Arizona
$31.2M +$5.51M +119,560 +21%
SB
18
Sunflower Bank
Texas
$27.9M -$1.75M -38,027 -6%
OWA
19
Opal Wealth Advisors
New York
$26.7M +$3.41M +74,081 +15%
Ameriprise
20
Ameriprise
Minnesota
$24.8M -$102K -2,223 -0.4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$22.3M -$2.67M -57,978 -11%
Stifel Financial
22
Stifel Financial
Missouri
$22.1M +$2.36M +51,145 +12%
Truist Financial
23
Truist Financial
North Carolina
$21.8M +$4.25M +92,156 +24%
AWA
24
Alaska Wealth Advisors
Alaska
$19.9M +$212K +4,608 +1%
AAS
25
Avantax Advisory Services
Texas
$18.9M -$1.83M -39,767 -9%