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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

277 hedge funds and large institutions have $2.18B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 110 increasing their positions, 84 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

31% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 84

12% more capital invested

Capital invested by funds: $1.95B → $2.18B (+$234M)

5.1% more ownership

Funds ownership: 56.16% → 61.26% (+5.1%)

3% more funds holding

Funds holding: 269 → 277 (+8)

6% less funds holding in top 10

Funds holding in top 10: 18 → 17 (-1)

Holders
277
Holders Change
+8
Holders Change %
+2.97%
% of All Funds
6.91%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.42%
New
28
Increased
110
Reduced
84
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$115M
2
Jane Street
Jane Street
New York
+$41.5M
3
CAM
Caprin Asset Management
Virginia
+$35.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$32M
5
Citigroup
Citigroup
New York
+$15.9M

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$18.3M
2
RVPG
Relative Value Partners Group
-$17.3M
3
CWM
CMH Wealth Management
New Hampshire
-$5.85M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$4.43M
5
BTS
BB&T Securities
Virginia
-$3.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
251
Financial Architects (New Jersey)
New Jersey
$57K – – –
BF
252
BOK Financial
Oklahoma
$52K +$51.3K +1,053 New
JWA
253
JFS Wealth Advisors
Pennsylvania
$49K – – –
AIS
254
Accurate Investment Solutions
Pennsylvania
$46K +$46.3K +950 New
AIP
255
Ameritas Investment Partners
Nebraska
$43K – – –
PO
256
Private Ocean
California
$41K +$25.8K +529 +165%
BI
257
Bramshill Investments
Florida
$33K -$371K -7,598 -92%
GWS
258
Glassman Wealth Services
Virginia
$31K – – –
Carson Wealth (CWM LLC)
259
Carson Wealth (CWM LLC)
Nebraska
$30K +$29.7K +609 New
GRP
260
Global Retirement Partners
California
$29K – – –
IP
261
Intellectus Partners
California
$28K – – –
FMII
262
Farmers & Merchants Investments Inc
Nebraska
$21K – – –
BAM
263
Barrett Asset Management
New York
$20K – – –
RFWA
264
RPg Family Wealth Advisory
Massachusetts
$17K – – –
AOWM
265
Alpha Omega Wealth Management
Virginia
$15K – – –
OC
266
Oakworth Capital
Alabama
$14K – – –
BTIS
267
BB&T Investment Services
North Carolina
$12K – – –
JCM
268
Jacobi Capital Management
Pennsylvania
$12K – – –
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$10K – – –
EWM
270
Evercore Wealth Management
New York
$8K – – –
CHP
271
Cable Hill Partners
Oregon
$5K +$5.12K +105 +2,625%
GEA
272
Glen Eagle Advisors
New Jersey
$4.71K – – –
IAS
273
INR Advisory Services
Pennsylvania
$4K – – –
SJIM
274
St. Johns Investment Management
Florida
$4K – – –
WB
275
Webster Bank
Connecticut
$4K – – –
8 9 10
11
12

SHM Hedge Fund Activity: Q3 2017 in Review

277 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q3 2017, worth a combined $2.18B — up 12% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SHM positions and 17 closed out — a net gain of 11 holders — while 110 added to existing stakes and 84 trimmed.

The largest buyer was Bank of America, adding an estimated $115M. The largest seller was Raymond James & Associates, cutting an estimated $18.3M.

  • 277 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q3 2017, up from 269 in Q2 2017.
  • Funds reported $2.18B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q3 2017, up 12% quarter-over-quarter.
  • 28 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q3 2017 and 17 closed out, a net change of +11 holders.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q3 2017 was Bank of America, an estimated $115M added.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q3 2017 was Raymond James & Associates, an estimated $18.3M sold.

Based on aggregated 13F filings for Q3 2017.