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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

209 hedge funds and large institutions have $1.45B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2015 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 74 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

6% more funds holding

Funds holding: 197 → 209 (+12)

4% more capital invested

Capital invested by funds: $1.4B → $1.45B (+$54M)

0.53% more ownership

Funds ownership: 26.18% → 26.71% (+0.53%)

5% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 74

Holders
209
Holders Change
+12
Holders Change %
+6.09%
% of All Funds
5.83%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.31%
New
24
Increased
70
Reduced
74
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$57.4M
2
CHA
Cedar Hill Associates
Illinois
+$18.8M
3
GC
Gratus Capital
Georgia
+$9.72M
4
JCM
Janney Capital Management
Pennsylvania
+$6.29M
5
UBS Group
UBS Group
Switzerland
+$5.31M

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$8.72M
2
BCI
Brinker Capital Investments
Pennsylvania
-$6.94M
3
KIM
Karpus Investment Management
New York
-$5.94M
4
Morgan Stanley
Morgan Stanley
New York
-$4.73M
5
FIM
Freedom Investment Management
Connecticut
-$3.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
76
HM Payson & Co
Maine
$2.11M – – –
FAAS
77
First Allied Advisory Services
California
$1.97M -$116K -2,390 -6%
ANTB
78
AMG National Trust Bank
Colorado
$1.95M +$49.8K +1,025 +3%
DADC
79
D.A. Davidson & Co
Montana
$1.88M -$501K -10,300 -21%
EWM
80
Empirical Wealth Management
Washington
$1.88M +$416K +8,551 +29%
SB
81
Suntrust Banks
Georgia
$1.83M +$267K +5,487 +17%
PA
82
Pinnacle Associates
New York
$1.74M -$20.8K -427 -1%
IPC
83
Independent Portfolio Consultants
Florida
$1.72M -$16K -330 -0.9%
AllianceBernstein
84
AllianceBernstein
Tennessee
$1.56M +$68.9K +1,418 +5%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$1.5M +$1.17M +24,049 +359%
AP
86
Advisors Preferred
Maryland
$1.5M -$712K -14,638 -32%
HighTower Advisors
87
HighTower Advisors
Illinois
$1.49M -$277K -5,694 -16%
ACM
88
Argentus Capital Management
Texas
$1.48M +$1.48M +30,450 New
LPT
89
Legacy Private Trust
Wisconsin
$1.48M – – –
CC
90
Curian Capital
Colorado
$1.45M -$1.35M -27,767 -48%
AA
91
Alesco Advisors
New York
$1.36M +$410K +8,434 +43%
AGA
92
Accuvest Global Advisors
Utah
$1.35M – – –
CFMC
93
Curbstone Financial Management Corp
New Hampshire
$1.33M +$21.9K +450 +2%
CCT
94
Country Club Trust
Missouri
$1.32M +$66.6K +1,370 +5%
BUB
95
BBVA USA Bancshares
Texas
$1.22M +$338K +6,948 +38%
CFB
96
Cullen/Frost Bankers
Texas
$1.19M +$59.6K +1,226 +5%
PWMAG
97
Pinnacle Wealth Management Advisory Group
New Jersey
$1.18M +$21.2K +436 +2%
BC
98
Brinker Capital
Pennsylvania
$1.17M +$1.16M +23,929 New
CG
99
Colony Group
Massachusetts
$1.16M -$24.1K -496 -2%
RJFSA
100
Raymond James Financial Services Advisors
Florida
$1.16M +$1.15M +23,724 New
2 3
4
5 6

SHM Hedge Fund Activity: Q3 2015 in Review

209 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q3 2015, worth a combined $1.45B — up 3.9% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SHM positions and 10 closed out — a net gain of 14 holders — while 70 added to existing stakes and 74 trimmed.

The largest buyer was Bank of America, adding an estimated $57.4M. The largest seller was Citigroup, cutting an estimated $8.72M.

  • 209 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q3 2015, up from 197 in Q2 2015.
  • Funds reported $1.45B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q3 2015, up 3.9% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q3 2015 and 10 closed out, a net change of +14 holders.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q3 2015 was Bank of America, an estimated $57.4M added.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q3 2015 was Citigroup, an estimated $8.72M sold.

Based on aggregated 13F filings for Q3 2015.