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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

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: 269277 (+8)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
26
Crestwood Advisors Group
Massachusetts
$12.6M +$176K +3,618 +1%
AssetMark Inc
27
AssetMark Inc
California
$11.8M -$187K -3,828 -2%
JIR
28
James Investment Research
Ohio
$11.6M +$1.49M +30,640 +15%
Stifel Financial
29
Stifel Financial
Missouri
$11.2M -$5.75K -118 -0.1%
BTS
30
BB&T Securities
Virginia
$9.46M -$3.65M -74,945 -28%
SCA
31
STALEY CAPITAL ADVISERS
Pennsylvania
$9.23M -$82.9K -1,700 -0.9%
LPL Financial
32
LPL Financial
California
$8.89M +$1.14M +23,354 +15%
WIC
33
Whitegate Investment Counselors
New Hampshire
$8.8M +$93.6K +1,920 +1%
EWM
34
Empirical Wealth Management
Washington
$8.22M +$33.5K +688 +0.4%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$8.1M +$1.66M +33,947 +26%
FIM
36
Freedom Investment Management
Connecticut
$8.02M -$140K -2,874 -2%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$7.75M -$757K -15,524 -9%
AF
38
Allworth Financial
California
$7.61M +$657K +13,475 +9%
BUB
39
BBVA USA Bancshares
Texas
$7.24M +$1.69M +34,716 +30%
JCM
40
Janney Capital Management
Pennsylvania
$6.99M +$2.1M +42,974 +43%
AWS
41
AJ Wealth Strategies
New York
$6.83M +$23K +471 +0.3%
BWA
42
BDO Wealth Advisors
Florida
$6.12M -$156K -3,200 -2%
LYV
43
Live Your Vision
Pennsylvania
$6.01M +$146K +2,988 +2%
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$5.93M +$731K +14,991 +14%
ERIM
45
Eagle Ridge Investment Management
Connecticut
$5.85M -$39K -800 -0.7%
BCI
46
Brinker Capital Investments
Pennsylvania
$5.68M -$1.7M -34,910 -23%
BlackRock
47
BlackRock
New York
$4.96M
BSW
48
Buckingham Strategic Wealth
Missouri
$4.95M +$532K +10,917 +12%
BWP
49
BSW Wealth Partners
Colorado
$4.9M +$570K +11,686 +13%
Goldman Sachs
50
Goldman Sachs
New York
$4.68M -$53.1K -1,088 -1%

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.