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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

395 hedge funds and large institutions have $3.57B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 155 increasing their positions, 114 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 24

36% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 114

7% more capital invested

Capital invested by funds: $3.34B → $3.57B (+$229M)

3% more funds holding

Funds holding: 384 → 395 (+11)

0.7% more ownership

Funds ownership: 83.06% → 83.75% (+0.7%)

8% less funds holding in top 10

Funds holding in top 10: 13 → 12 (-1)

Holders
395
Holders Change
+11
Holders Change %
+2.86%
% of All Funds
7.97%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.24%
New
41
Increased
155
Reduced
114
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$44.2M
2
UCFA
United Capital Financial Advisors
Texas
+$39.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.2M
4
KIM
Karpus Investment Management
New York
+$17.6M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$13.3M

Top Sellers

Rank Fund Capital Flow
1
RWP
RWA Wealth Partners
Massachusetts
-$12.3M
2
G
GenTrust
Florida
-$9.54M
3
B
Bailard
California
-$9.24M
4
MIA
MainStreet Investment Advisors
Illinois
-$4.45M
5
USAA
United Services Automobile Association
Texas
-$3.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
126
Independence Advisors
Pennsylvania
$2.24M – – –
FAAS
127
First Allied Advisory Services
California
$2.23M -$91.7K -1,837 -4%
Renaissance Technologies
128
Renaissance Technologies
New York
$2.21M -$1.48M -29,666 -40%
JP Morgan Chase
129
JP Morgan Chase
New York
$2.13M -$352K -7,054 -14%
YIA
130
YHB Investment Advisors
Connecticut
$2.12M +$2.13M +42,595 New
BCA
131
Berman Capital Advisors
Georgia
$2.12M -$988K -19,779 -32%
HCM
132
Hengehold Capital Management
Ohio
$2.03M +$436K +8,722 +27%
BCA
133
Biltmore Capital Advisors
New Jersey
$2M +$143K +2,866 +8%
CP
134
Corbenic Partners
Pennsylvania
$1.98M +$282K +5,638 +17%
RJT
135
Raymond James Trust
Florida
$1.95M -$5.44K -109 -0.3%
SIM
136
Sadoff Investment Management
Wisconsin
$1.93M – – –
Lazard Asset Management
137
Lazard Asset Management
New York
$1.92M – – –
SW
138
SVB Wealth
Massachusetts
$1.88M -$5.99K -120 -0.3%
TI
139
tru Independence
Oregon
$1.84M +$1.85M +36,972 New
TA
140
Tiedemann Advisors
New York
$1.83M – – –
AFS
141
Axiom Financial Strategies
Indiana
$1.82M -$1.83M -36,722 -50%
CTB
142
Country Trust Bank
Illinois
$1.81M +$60.6K +1,213 +3%
MIM
143
Moseley Investment Management
Florida
$1.79M +$28.4K +568 +2%
WSTAM
144
Wilbanks Smith & Thomas Asset Management
Virginia
$1.77M +$18.8K +377 +1%
PFPT
145
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.73M -$540K -10,819 -24%
LFAS
146
Level Four Advisory Services
Texas
$1.71M -$535K -10,718 -24%
DJSG
147
D.J. St. Germain
Massachusetts
$1.69M +$39.2K +785 +2%
LWPC
148
Legacy Wealth Partners (California)
California
$1.63M -$8.34K -167 -0.5%
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$1.61M -$63.4K -1,270 -4%
MWM
150
McNaughton Wealth Management
California
$1.6M +$310K +6,209 +24%
4 5
6
7 8

SHM Hedge Fund Activity: Q3 2020 in Review

395 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q3 2020, worth a combined $3.57B — up 6.9% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SHM positions and 24 closed out — a net gain of 17 holders — while 155 added to existing stakes and 114 trimmed.

The largest buyer was Bank of America, adding an estimated $44.2M. The largest seller was RWA Wealth Partners, cutting an estimated $12.3M.

  • 395 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q3 2020, up from 384 in Q2 2020.
  • Funds reported $3.57B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q3 2020, up 6.9% quarter-over-quarter.
  • 41 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q3 2020 and 24 closed out, a net change of +17 holders.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q3 2020 was Bank of America, an estimated $44.2M added.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q3 2020 was RWA Wealth Partners, an estimated $12.3M sold.

Based on aggregated 13F filings for Q3 2020.