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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
SCP
151
Syntal Capital Partners
Texas
$797K
RIA
152
Regal Investment Advisors
Michigan
$742K +$21.3K +436 +3%
BWM
153
BigSur Wealth Management
Florida
$729K +$731K +15,000 New
OIA
154
OneDigital Investment Advisors
Kansas
$724K -$1.34M -27,401 -65%
WCA
155
Westover Capital Advisors
Delaware
$713K +$716K +14,679 New
PBO
156
Peoples Bank (Ohio)
Ohio
$701K
AA
157
Alesco Advisors
New York
$680K +$54.6K +1,120 +9%
CCM
158
Colorado Capital Management
Colorado
$678K -$52K -1,067 -7%
SFG
159
Sage Financial Group
Pennsylvania
$675K -$683 -14 -0.1%
WTC
160
WhitTier Trust Company
Nevada
$649K -$56.7K -1,162 -8%
First Trust Advisors
161
First Trust Advisors
Illinois
$644K -$33.7K -691 -5%
Baird Financial Group
162
Baird Financial Group
Wisconsin
$644K +$29.3K +601 +5%
Comerica Bank
163
Comerica Bank
Texas
$641K -$26.5K -543 -4%
Janney Montgomery Scott
164
Janney Montgomery Scott
Pennsylvania
$636K -$7.56K -155 -1%
AI
165
Atria Investments
North Carolina
$633K +$98 +2 +0%
BTNA
166
Bremer Trust National Association
Minnesota
$610K
BW
167
Bison Wealth
Georgia
$580K +$34.7K +711 +6%
CB
168
Commerce Bank
Missouri
$566K -$48.8K -1,000 -8%
BL
169
BFSG LLC
California
$545K +$4.88K +100 +0.9%
DSC
170
Duncker Streett & Co
Missouri
$545K +$97.5K +2,000 +22%
ML
171
McAdam LLC
Pennsylvania
$536K +$149K +3,054 +38%
SBL
172
Sargent Bickham Lagudis
Colorado
$533K -$203K -4,161 -28%
OAM
173
Oxford Asset Management
United Kingdom
$527K +$529K +10,846 New
LA
174
LVW Advisors
New York
$520K -$10.9K -224 -2%
NFG
175
Nations Financial Group
Iowa
$514K +$585 +12 +0.1%

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.