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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

355 hedge funds and large institutions have $2.51B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2019 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 125 increasing their positions, 110 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 110

13% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 32

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

0% more funds holding

Funds holding: 354 → 355 (+1)

0.12% more ownership

Funds ownership: 69.57% → 69.69% (+0.12%)

0% less capital invested

Capital invested by funds: $2.52B → $2.51B (-$3.5M)

Holders
355
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
7.79%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
36
Increased
125
Reduced
110
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.1M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$13.1M
3
NA
NewEdge Advisors
Louisiana
+$8.22M
4
LWA
Lenox Wealth Advisors
New York
+$6.96M
5
Morgan Stanley
Morgan Stanley
New York
+$6.42M

Top Sellers

Rank Fund Capital Flow
1
AWA
Alaska Wealth Advisors
Alaska
-$26.5M
2
B
Bailard
California
-$12.6M
3
FTUS
Flow Traders U.S.
New York
-$9.37M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$8.77M
5
UFF
USA Financial Formulas
Michigan
-$8.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
276
Modera Wealth Management
New Jersey
$230K – – –
M&T Bank
277
M&T Bank
New York
$226K – – –
TWM
278
Titus Wealth Management
California
$226K +$227K +4,614 New
S
279
Surevest
California
$219K +$786 +16 +0.4%
FCA
280
FLC Capital Advisors
California
$216K – – –
BSAM
281
Blue Square Asset Management
New York
$212K +$213K +4,329 New
TIM
282
Tortoise Investment Management
New York
$208K -$98.2K -2,000 -32%
BCM
283
Brookstone Capital Management
Illinois
$207K +$208K +4,234 New
FAIM
284
Financial Advocates Investment Management
Washington
$206K -$107K -2,183 -34%
HCM
285
Hollencrest Capital Management
California
$205K – – –
Thrivent Financial for Lutherans
286
Thrivent Financial for Lutherans
Minnesota
$205K – – –
VWM
287
Venturi Wealth Management
Texas
$204K – – –
KeyBank National Association
288
KeyBank National Association
Ohio
$203K -$3.44K -70 -2%
LHC
289
Little House Capital
Massachusetts
$201K – – –
ECM
290
Evergreen Capital Management
Washington
$201K +$201K +4,100 New
CA
291
Calton & Associates
Florida
$200K +$200K +4,079 New
GWA
292
Guidant Wealth Advisors
Illinois
$184K +$49 +1 +0%
BlackRock
293
BlackRock
New York
$151K -$4.19M -85,276 -96%
LWCFA
294
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$147K – – –
Deutsche Bank
295
Deutsche Bank
Germany
$143K – – –
1IA
296
1834 Investment Advisors
Wisconsin
$142K – – –
WT
297
Whittier Trust
California
$136K – – –
IA
298
IFP Advisors
Florida
$125K +$125K +2,550 New
BFEC
299
Benjamin F. Edwards & Company
Missouri
$124K +$393 +8 +0.3%
EK
300
Evensky & Katz
Florida
$114K +$7.95K +162 +7%
10 11
12
13 14

SHM Hedge Fund Activity: Q3 2019 in Review

355 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q3 2019, worth a combined $2.51B — down 0.14% from $2.52B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SHM positions and 32 closed out — a net gain of 4 holders — while 125 added to existing stakes and 110 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $27.1M. The largest seller was Alaska Wealth Advisors, cutting an estimated $26.5M.

  • 355 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q3 2019, up from 354 in Q2 2019.
  • Funds reported $2.51B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q3 2019, down 0.14% quarter-over-quarter.
  • 36 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q3 2019 and 32 closed out, a net change of +4 holders.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q3 2019 was Envestnet Asset Management, an estimated $27.1M added.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q3 2019 was Alaska Wealth Advisors, an estimated $26.5M sold.

Based on aggregated 13F filings for Q3 2019.