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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
AWM
101
Altavista Wealth Management
North Carolina
$1.75M +$84.9K +1,741 +5%
Chevy Chase Trust
102
Chevy Chase Trust
Maryland
$1.75M +$1.75M +35,932 New
Creative Planning
103
Creative Planning
Kansas
$1.72M -$16.3K -334 -0.9%
MA
104
Menlo Advisors
California
$1.72M -$62K -1,272 -3%
MG
105
Mather Group
Illinois
$1.7M +$88K +1,805 +5%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$1.69M +$398K +8,157 +30%
CWM
107
Cabot Wealth Management
Massachusetts
$1.68M -$47.2K -968 -3%
ACM
108
AUA Capital Management
Pennsylvania
$1.68M -$109K -2,229 -6%
AG
109
Advisor Group
Arizona
$1.68M -$533K -10,932 -24%
PA
110
Pinnacle Associates
New York
$1.61M +$8.29K +170 +0.5%
FTS
111
Fifth Third Securities
Ohio
$1.57M -$424K -8,704 -21%
BOTW
112
Bank of the West
California
$1.55M +$15.8K +324 +1%
FAM
113
Foothills Asset Management
Arizona
$1.5M +$210K +4,305 +16%
FG
114
Fiduciary Group
Georgia
$1.48M -$27.3K -559 -2%
BCMO
115
Buckingham Capital Management (Ohio)
Ohio
$1.46M
HCM
116
Hengehold Capital Management
Ohio
$1.46M +$49 +1 +0%
CTB
117
Country Trust Bank
Illinois
$1.34M +$138K +2,829 +11%
LIM
118
Leavell Investment Management
Alabama
$1.32M +$13.9K +285 +1%
SFG
119
StrategIQ Financial Group
Indiana
$1.31M +$224K +4,602 +21%
DADC
120
D.A. Davidson & Co
Montana
$1.28M
JP Morgan Chase
121
JP Morgan Chase
New York
$1.26M -$281K -5,757 -18%
FF
122
Friedenthal Financial
New Jersey
$1.23M +$6.14K +126 +0.5%
OC
123
Oppenheimer & Co
New York
$1.23M +$524K +10,743 +74%
RCAG
124
Rehmann Capital Advisory Group
Michigan
$1.2M -$207K -4,235 -15%
SWP
125
Stratos Wealth Partners
Ohio
$1.19M -$48.1K -987 -4%

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.