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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

204 hedge funds and large institutions have $1.42B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 88 increasing their positions, 61 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

44% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 61

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

14% more capital invested

Capital invested by funds: $1.25B → $1.42B (+$174M)

4% more funds holding

Funds holding: 197 → 204 (+7)

1.39% more ownership

Funds ownership: 24.47% → 25.86% (+1.4%)

Holders
204
Holders Change
+7
Holders Change %
+3.55%
% of All Funds
5.44%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
21
Increased
88
Reduced
61
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$79.1M
2
MAA
Managed Account Advisors
New Jersey
+$15M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14.1M
4
Citigroup
Citigroup
New York
+$9.29M
5
TNBTD
Trustmark National Bank Trust Department
Mississippi
+$8.48M

Top Sellers

Rank Fund Capital Flow
1
WCM
Windham Capital Management
Massachusetts
-$4.43M
2
AL
Aspiriant LLC
California
-$3.99M
3
AT
Arden Trust
Delaware
-$3.12M
4
CIM
Confluence Investment Management
Missouri
-$2.96M
5
CS
Credit Suisse
Switzerland
-$2.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
51
Bank of New York Mellon
New York
$4.16M +$20.1K +412 +0.5%
PWAG
52
Polaris Wealth Advisory Group
California
$4.04M -$440K -9,043 -10%
Ameriprise
53
Ameriprise
Minnesota
$3.67M -$753K -15,458 -17%
LG
54
Laidlaw Group
New York
$3.65M +$682K +13,998 +23%
LCM
55
Leisure Capital Management
California
$3.57M -$506K -10,388 -12%
BSW
56
Buckingham Strategic Wealth
Missouri
$3.44M +$451K +9,266 +15%
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$3.35M +$903K +18,536 +37%
HCP
58
Holt Capital Partners
Texas
$3.22M +$129K +2,650 +4%
IAA
59
Ironsides Asset Advisors
North Carolina
$3.19M +$73.1K +1,500 +2%
NPC
60
National Planning Corporation
California
$3.16M +$2K +41 +0.1%
CC
61
Curian Capital
Colorado
$3.08M -$491K -10,087 -14%
Millennium Management
62
Millennium Management
New York
$2.99M -$235K -4,815 -7%
MNA
63
Manning & Napier Advisors
New York
$2.93M – – –
JP Morgan Chase
64
JP Morgan Chase
New York
$2.91M +$2.08M +42,791 +252%
BWP
65
BSW Wealth Partners
Colorado
$2.88M +$2.01M +41,227 +231%
First Trust Advisors
66
First Trust Advisors
Illinois
$2.73M -$559K -11,472 -17%
IH
67
IFC Holdings
Florida
$2.72M +$509K +10,442 +23%
LIM
68
Leavell Investment Management
Alabama
$2.69M +$15K +308 +0.6%
SWP
69
Stratos Wealth Partners
Ohio
$2.65M +$2.65M +54,427 New
SFM
70
Signet Financial Management
New Jersey
$2.63M +$40.9K +839 +2%
DADC
71
D.A. Davidson & Co
Montana
$2.41M -$127K -2,613 -5%
IF
72
Ironwood Financial
Arizona
$2.33M +$2.33M +47,873 New
HPC
73
HM Payson & Co
Maine
$2.13M +$110K +2,263 +5%
UCFA
74
United Capital Financial Advisors
Texas
$2M -$445K -9,128 -18%
AB
75
AT Bancorp
Iowa
$1.87M +$607K +12,469 +48%
1 2
3
4 5

SHM Hedge Fund Activity: Q1 2015 in Review

204 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q1 2015, worth a combined $1.42B — up 14% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SHM positions and 10 closed out — a net gain of 11 holders — while 88 added to existing stakes and 61 trimmed.

The largest buyer was Bank of America, adding an estimated $79.1M. The largest seller was Windham Capital Management, cutting an estimated $4.43M.

  • 204 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q1 2015, up from 197 in Q4 2014.
  • Funds reported $1.42B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q1 2015, up 14% quarter-over-quarter.
  • 21 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q1 2015 and 10 closed out, a net change of +11 holders.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q1 2015 was Bank of America, an estimated $79.1M added.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q1 2015 was Windham Capital Management, an estimated $4.43M sold.

Based on aggregated 13F filings for Q1 2015.