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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

269 hedge funds and large institutions have $1.95B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2017 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 111 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 83

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

1% more funds holding

Funds holding: 266 → 269 (+3)

4.75% less ownership

Funds ownership: 60.91% → 56.16% (-4.7%)

5% less funds holding in top 10

Funds holding in top 10: 19 → 18 (-1)

5% less capital invested

Capital invested by funds: $2.06B → $1.95B (-$109M)

Holders
269
Holders Change
+3
Holders Change %
+1.13%
% of All Funds
6.71%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.45%
New
25
Increased
111
Reduced
83
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$9.13M
2
RJA
Raymond James & Associates
Florida
+$8.35M
3
Ameriprise
Ameriprise
Minnesota
+$5.52M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$5.11M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$4.07M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$68.6M
2
CAM
Caprin Asset Management
Virginia
-$34.4M
3
PC
Premise Capital
Illinois
-$22M
4
UBS Group
UBS Group
Switzerland
-$17.8M
5
B
Bailard
California
-$7.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
AB
76
AT Bancorp
Iowa
$2.56M – – –
HPC
77
HM Payson & Co
Maine
$2.56M -$42.8K -880 -2%
ANTB
78
AMG National Trust Bank
Colorado
$2.51M -$1.11M -22,795 -31%
SFM
79
Signet Financial Management
New Jersey
$2.5M -$392K -8,054 -14%
AllianceBernstein
80
AllianceBernstein
Tennessee
$2.49M -$154K -3,159 -6%
PAG
81
Private Advisor Group
New Jersey
$2.49M -$91.1K -1,874 -4%
GC
82
Gratus Capital
Georgia
$2.33M -$5.4M -111,061 -70%
CCWA
83
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.27M -$2.48M -51,036 -52%
CP
84
Corbenic Partners
Pennsylvania
$2.26M -$831K -17,083 -27%
MAS
85
Managed Account Services
Florida
$2.25M +$23.9K +492 +1%
AG
86
Advisor Group
Arizona
$2.2M +$611K +12,567 +38%
AWM
87
Avior Wealth Management
Nebraska
$2.17M +$87.9K +1,807 +4%
FAAS
88
First Allied Advisory Services
California
$2.1M -$55.4K -1,139 -3%
OIA
89
OneDigital Investment Advisors
Kansas
$2.05M +$2.06M +42,305 New
AT
90
Arden Trust
Delaware
$2.02M – – –
FTS
91
Fifth Third Securities
Ohio
$1.99M -$288K -5,922 -13%
AP
92
Advisors Preferred
Maryland
$1.8M +$11.2K +230 +0.6%
AIM
93
Allen Investment Management
New York
$1.79M – – –
ACM
94
AUA Capital Management
Pennsylvania
$1.78M -$54.4K -1,118 -3%
MA
95
Menlo Advisors
California
$1.78M +$26K +535 +1%
FWP
96
FAS Wealth Partners
Kansas
$1.77M +$34.9K +717 +2%
LWA
97
Lenox Wealth Advisors
New York
$1.74M +$230K +4,726 +15%
Creative Planning
98
Creative Planning
Kansas
$1.74M +$104K +2,138 +6%
CWM
99
Cabot Wealth Management
Massachusetts
$1.73M -$242K -4,980 -12%
AWM
100
Altavista Wealth Management
North Carolina
$1.66M +$159K +3,260 +11%
2 3
4
5 6

SHM Hedge Fund Activity: Q2 2017 in Review

269 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 Q2 2017, worth a combined $1.95B — down 5.3% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SHM positions and 20 closed out — a net gain of 5 holders — while 111 added to existing stakes and 83 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.13M. The largest seller was Bank of America, cutting an estimated $68.6M.

  • 269 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q2 2017, up from 266 in Q1 2017.
  • Funds reported $1.95B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q2 2017, down 5.3% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q2 2017 and 20 closed out, a net change of +5 holders.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q2 2017 was Morgan Stanley, an estimated $9.13M added.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q2 2017 was Bank of America, an estimated $68.6M sold.

Based on aggregated 13F filings for Q2 2017.