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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

266 hedge funds and large institutions have $2.06B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 104 increasing their positions, 98 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 98

4% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 23

2% more capital invested

Capital invested by funds: $2.01B → $2.06B (+$43.8M)

0.52% more ownership

Funds ownership: 60.39% → 60.91% (+0.52%)

1% less funds holding

Funds holding: 268 → 266 (-2)

10% less funds holding in top 10

Funds holding in top 10: 21 → 19 (-2)

Holders
266
Holders Change
-2
Holders Change %
-0.75%
% of All Funds
6.62%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.47%
New
24
Increased
104
Reduced
98
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$86.6M
2
KIM
Karpus Investment Management
New York
+$23.4M
3
RJA
Raymond James & Associates
Florida
+$13M
4
CAG
Crestwood Advisors Group
Massachusetts
+$12.1M
5
GC
Gratus Capital
Georgia
+$7.67M

Top Sellers

Rank Fund Capital Flow
1
PL
Plancorp LLC
Missouri
-$25.1M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$19.6M
3
GA
Gateway Advisory
New Jersey
-$15.6M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$14.6M
5
PC
Premise Capital
Illinois
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
MI
76
Moneywise Inc
Virginia
$2.77M +$1.15M +23,750 +71%
Lazard Asset Management
77
Lazard Asset Management
New York
$2.71M – – –
IAA
78
Ironsides Asset Advisors
North Carolina
$2.69M +$515K +10,670 +24%
LTFS
79
Ladenburg Thalmann Financial Services
Florida
$2.64M +$4.58K +95 +0.2%
AllianceBernstein
80
AllianceBernstein
Tennessee
$2.64M -$2.62M -54,391 -50%
HPC
81
HM Payson & Co
Maine
$2.6M -$366K -7,589 -12%
PAG
82
Private Advisor Group
New Jersey
$2.58M -$606K -12,560 -19%
AB
83
AT Bancorp
Iowa
$2.56M -$577K -11,957 -18%
CCT
84
Country Club Trust
Missouri
$2.49M +$2.48M +51,419 New
KL
85
KWMG LLC
Kansas
$2.46M +$1.77M +36,772 +262%
BCMO
86
Buckingham Capital Management (Ohio)
Ohio
$2.43M +$97.7K +2,025 +4%
CAL
87
Capital Analysts LLC
Pennsylvania
$2.42M +$469K +9,711 +24%
Bank of New York Mellon
88
Bank of New York Mellon
New York
$2.33M +$456K +9,443 +24%
LIM
89
Leavell Investment Management
Alabama
$2.28M +$724 +15 +0%
FTS
90
Fifth Third Securities
Ohio
$2.27M -$490K -10,147 -18%
MAS
91
Managed Account Services
Florida
$2.22M +$151K +3,139 +7%
CCM
92
Coldstream Capital Management
Washington
$2.21M -$371K -7,697 -14%
FAAS
93
First Allied Advisory Services
California
$2.16M +$511K +10,582 +31%
PI
94
Parkside Investments
Illinois
$2.09M +$2.09M +43,225 New
AWM
95
Avior Wealth Management
Nebraska
$2.08M +$777K +16,106 +60%
AT
96
Arden Trust
Delaware
$2.02M -$85.3K -1,767 -4%
CWM
97
Cabot Wealth Management
Massachusetts
$1.97M -$56.5K -1,170 -3%
SBL
98
Sargent Bickham Lagudis
Colorado
$1.85M -$1.79M -37,104 -49%
ACM
99
AUA Capital Management
Pennsylvania
$1.83M +$1.83M +37,862 New
IPC
100
Independent Portfolio Consultants
Florida
$1.79M -$42K -870 -2%
2 3
4
5 6

SHM Hedge Fund Activity: Q1 2017 in Review

266 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q1 2017, worth a combined $2.06B — up 2.2% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SHM positions and 23 closed out — a net gain of 1 holder — while 104 added to existing stakes and 98 trimmed.

The largest buyer was Bank of America, adding an estimated $86.6M. The largest seller was Plancorp LLC, cutting an estimated $25.1M.

  • 266 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q1 2017, down from 268 in Q4 2016.
  • Funds reported $2.06B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q1 2017, up 2.2% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q1 2017 and 23 closed out, a net change of +1 holder.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q1 2017 was Bank of America, an estimated $86.6M added.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q1 2017 was Plancorp LLC, an estimated $25.1M sold.

Based on aggregated 13F filings for Q1 2017.