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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

395 hedge funds and large institutions have $3.57B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 155 increasing their positions, 114 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 24

36% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 114

7% more capital invested

Capital invested by funds: $3.34B → $3.57B (+$229M)

3% more funds holding

Funds holding: 384 → 395 (+11)

0.7% more ownership

Funds ownership: 83.06% → 83.75% (+0.7%)

8% less funds holding in top 10

Funds holding in top 10: 13 → 12 (-1)

Holders
395
Holders Change
+11
Holders Change %
+2.86%
% of All Funds
7.97%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.24%
New
41
Increased
155
Reduced
114
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$44.2M
2
UCFA
United Capital Financial Advisors
Texas
+$39.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.2M
4
KIM
Karpus Investment Management
New York
+$17.6M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$13.3M

Top Sellers

Rank Fund Capital Flow
1
RWP
RWA Wealth Partners
Massachusetts
-$12.3M
2
G
GenTrust
Florida
-$9.54M
3
B
Bailard
California
-$9.24M
4
MIA
MainStreet Investment Advisors
Illinois
-$4.45M
5
USAA
United Services Automobile Association
Texas
-$3.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
SF
276
Synovus Financial
Georgia
$366K +$222K +4,441 +154%
IWP
277
Icon Wealth Partners
Texas
$363K – – –
CIM
278
Confluence Investment Management
Missouri
$357K +$357K +7,157 New
AA
279
Ancora Advisors
Ohio
$352K – – –
DI
280
Diligent Investors
California
$347K – – –
VIM
281
Vista Investment Management
Pennsylvania
$342K -$105K -2,107 -23%
BDF
282
Black Diamond Financial
Maryland
$339K -$16K -320 -4%
HR
283
Howe & Rusling
New York
$321K +$7.09K +142 +2%
CB
284
CNB Bank
Pennsylvania
$314K +$314K +6,290 New
PWA
285
Physician Wealth Advisors
Utah
$307K – – –
CAM
286
Cozad Asset Management
Illinois
$305K – – –
SPA
287
Sentinel Pension Advisors
Massachusetts
$292K +$12.3K +247 +4%
PA
288
Parkside Advisors
California
$291K -$124K -2,487 -30%
ECM
289
Evergreen Capital Management
Washington
$288K – – –
FHC
290
First Heartland Consultants
Missouri
$279K +$53K +1,061 +23%
AA
291
Alesco Advisors
New York
$278K +$2.55K +51 +0.9%
IP
292
Investment Partners
Ohio
$273K – – –
SPC
293
Sigma Planning Corp
Michigan
$272K +$11.7K +235 +5%
BPA
294
Beacon Pointe Advisors
California
$269K -$133K -2,672 -33%
SFA
295
Sequoia Financial Advisors
Ohio
$267K +$267K +5,345 New
HR
296
Hayden Royal
North Carolina
$265K +$266K +5,321 New
VA
297
Valmark Advisers
Ohio
$264K -$7.24K -145 -3%
BWP
298
BSW Wealth Partners
Colorado
$252K -$3.14M -62,906 -93%
SG
299
StoneX Group
New York
$248K +$28.2K +565 +13%
MWM
300
Modera Wealth Management
New Jersey
$242K – – –
10 11
12
13 14

SHM Hedge Fund Activity: Q3 2020 in Review

395 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q3 2020, worth a combined $3.57B — up 6.9% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SHM positions and 24 closed out — a net gain of 17 holders — while 155 added to existing stakes and 114 trimmed.

The largest buyer was Bank of America, adding an estimated $44.2M. The largest seller was RWA Wealth Partners, cutting an estimated $12.3M.

  • 395 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q3 2020, up from 384 in Q2 2020.
  • Funds reported $3.57B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q3 2020, up 6.9% quarter-over-quarter.
  • 41 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q3 2020 and 24 closed out, a net change of +17 holders.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q3 2020 was Bank of America, an estimated $44.2M added.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q3 2020 was RWA Wealth Partners, an estimated $12.3M sold.

Based on aggregated 13F filings for Q3 2020.