State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$27.1M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$13.1M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$8.22M |
| 4 |
LWA
Lenox Wealth Advisors
New York
|
+$6.96M |
| 5 |
Morgan Stanley
New York
|
+$6.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Alaska Wealth Advisors
Anchorage,
Alaska
|
-$26.5M |
| 2 |
B
Bailard
Foster City,
California
|
-$12.6M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$9.37M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$8.77M |
| 5 |
UFF
USA Financial Formulas
Ada,
Michigan
|
-$8.06M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AW
376
ACG Wealth
Atlanta,
Georgia
| – | -$207K | -4,240 | Closed |
|
|
CWM
377
Confluence Wealth Management
Portland,
Oregon
| – | -$200K | -4,093 | Closed |
|
|
DWM
378
Destination Wealth Management
Walnut Creek,
California
| – | -$162K | -3,309 | Closed |
|
|
AC
379
Avestar Capital
New York
| – | -$119K | -2,470 | Closed |
|
|
DSC
380
Duncker Streett & Co
St. Louis,
Missouri
| – | -$98K | -2,000 | Closed |
|
|
DWM
381
Doyle Wealth Management
St. Petersburg,
Florida
| – | -$55K | -1,134 | Closed |
|
|
RWA
382
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| – | -$17K | -350 | Closed |
|
|
AOWM
383
Alpha Omega Wealth Management
Richmond,
Virginia
| – | -$15K | -304 | Closed |
|
|
CMBA
384
C.M. Bidwell & Associates
Honolulu,
Hawaii
| – | -$9K | -180 | Closed |
|
385
First Manhattan
New York
| – | -$6K | -135 | Closed |
|
|
RAM
386
Riggs Asset Management
Dallas,
Pennsylvania
| – | -$4K | -80 | Closed |
|
|
EWM
387
Executive Wealth Management
Brighton,
Michigan
| – | -$1K | -18 | Closed |
|
|
M
388
MOTCO
San Antonio,
Texas
| – | +$49 | +1 | New |
|
|
EI
389
Ellevest Inc
New York
| – | +$245 | +5 | New |
|
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.