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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

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: 269 → 277 (+8)

6% less funds holding in top 10

Funds holding in top 10: 18 → 17 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$115M
2
Jane Street
Jane Street
New York
+$41.5M
3
CAM
Caprin Asset Management
Virginia
+$35.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$32M
5
Citigroup
Citigroup
New York
+$15.9M

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$18.3M
2
RVPG
Relative Value Partners Group
-$17.3M
3
CWM
CMH Wealth Management
New Hampshire
-$5.85M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$4.43M
5
BTS
BB&T Securities
Virginia
-$3.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
126
Callan Capital
California
$1.18M +$2.1K +43 +0.2%
BIAS
127
Beacon Investment Advisory Services
New Jersey
$1.18M +$591K +12,115 +100%
PWMAG
128
Pinnacle Wealth Management Advisory Group
New Jersey
$1.17M +$16.8K +345 +1%
HighTower Advisors
129
HighTower Advisors
Illinois
$1.14M +$2.44K +50 +0.2%
PP
130
Palladium Partners
Virginia
$1.14M +$172K +3,533 +18%
CFGF
131
Compass Financial Group (Florida)
Florida
$1.13M -$313K -6,421 -22%
UCFA
132
United Capital Financial Advisors
Texas
$1.13M +$78.7K +1,614 +7%
CWM
133
Cornerstone Wealth Management
Missouri
$1.09M +$204K +4,192 +23%
ACP
134
Aviance Capital Partners
Florida
$1.06M -$342K -7,020 -24%
EC
135
Estate Counselors
Wisconsin
$1.05M -$417K -8,550 -28%
CONA
136
Capital One National Association
New York
$1.03M -$64.3K -1,319 -6%
BA
137
Boston Advisors
Massachusetts
$1.03M -$137K -2,816 -12%
CCM
138
Coldstream Capital Management
Washington
$1.01M -$593K -12,164 -37%
OC
139
Oarsman Capital
Wisconsin
$1.01M -$15.1K -310 -1%
SFA
140
Sequoia Financial Advisors
Ohio
$989K +$107K +2,192 +12%
CCM
141
Covington Capital Management
California
$955K +$958K +19,647 New
FC
142
Financial Consulate
Maryland
$902K +$98K +2,010 +12%
NGA
143
Naples Global Advisors
Florida
$886K – – –
BFPW
144
BOK Financial Private Wealth
Colorado
$863K – – –
DC
145
Davenport & Co
Virginia
$852K – – –
T. Rowe Price Associates
146
T. Rowe Price Associates
Maryland
$851K – – –
AA
147
Ancora Advisors
Ohio
$840K +$843K +17,292 New
SPIA
148
Steward Partners Investment Advisory
New York
$835K +$16.6K +340 +2%
CCA
149
Clearwater Capital Advisors
Illinois
$831K – – –
OAM
150
Occidental Asset Management
California
$797K -$19.5K -400 -2%
4 5
6
7 8

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.