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SPDR Nuveen ICE Short Term Municipal Bond ETF
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Overview Fund Activity

355 hedge funds and large institutions have $2.51B invested in SPDR Nuveen ICE Short Term Municipal Bond ETF in 2019 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 125 increasing their positions, 110 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
7.8%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
36
Increased
125
Reduced
110
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$133M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$71M
3
NA
NewEdge Advisors
Louisiana
$8.21M
4
LWA
Lenox Wealth Advisors
New York
$10.1M
5
Morgan Stanley
Morgan Stanley
New York
$113M

Top Sellers

1
AWA
Alaska Wealth Advisors
Alaska
$4.14M
2
B
Bailard
California
$9.07M
3
FTUS
Flow Traders U.S.
New York
$0
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$2.87M
5
UFF
USA Financial Formulas
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
151
Covington Capital Management
California
$1.02M -$65.5K -1,337 -6%
PI
152
PFS Investments
Georgia
$1.02M +$551K +11,242 +117%
OAM
153
Occidental Asset Management
California
$1.02M +$19.6K +400 +2%
WAP
154
Wealthcare Advisory Partners
Pennsylvania
$1M +$91.1K +1,858 +10%
SFG
155
Sage Financial Group
Pennsylvania
$998K – – –
ANTB
156
AMG National Trust Bank
Colorado
$989K -$70.5K -1,440 -7%
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$985K +$936K +19,112 +1,917%
BCMO
158
Buckingham Capital Management (Ohio)
Ohio
$978K – – –
AA
159
Ancora Advisors
Ohio
$958K – – –
RIA
160
Regal Investment Advisors
Michigan
$958K +$16.1K +328 +2%
CMO
161
Covenant Multifamily Offices
Texas
$944K -$9.8K -200 -1%
VCM
162
Vivaldi Capital Management
Illinois
$927K – – –
PA
163
PFW Advisors
Georgia
$920K +$920K +19,105 New
WCA
164
Westover Capital Advisors
Delaware
$917K +$23.5K +480 +3%
AI
165
Atria Investments
North Carolina
$885K +$53.1K +1,083 +6%
PG
166
Proffitt & Goodson
Tennessee
$878K +$24.2K +494 +3%
DWM
167
Dakota Wealth Management
Florida
$876K +$159K +3,253 +22%
CTB
168
Country Trust Bank
Illinois
$859K -$467K -9,532 -35%
OC
169
Oarsman Capital
Wisconsin
$845K +$215K +4,383 +34%
OC
170
Oppenheimer & Co
New York
$822K -$197K -4,017 -19%
PPW
171
Pasadena Private Wealth
California
$814K +$86.6K +1,766 +12%
APA
172
American Portfolios Advisors
New York
$808K +$245K +4,997 +43%
CM
173
Columbus Macro
Pennsylvania
$791K -$129K -2,625 -14%
WANY
174
Wealthspire Advisors (New York)
New York
$789K -$211K -4,307 -21%
MFG
175
Magnus Financial Group
New York
$777K +$2.74K +56 +0.4%
5 6
7
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