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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
FWP
151
FAS Wealth Partners
Kansas
$1.57M -$32.2K -644 -2%
DC
152
Davenport & Co
Virginia
$1.54M +$4K +80 +0.3%
AWM
153
Altavista Wealth Management
North Carolina
$1.49M +$30.3K +607 +2%
FTUS
154
Flow Traders U.S.
New York
$1.46M -$19.6K -392 -1%
DAS
155
Dynamic Advisor Solutions
Arizona
$1.46M +$35.4K +709 +2%
MG
156
Mather Group
Illinois
$1.41M -$120K -2,405 -8%
FF
157
Friedenthal Financial
New Jersey
$1.4M -$443K -8,863 -24%
EH
158
Equitable Holdings
New York
$1.36M – – –
SFWC
159
Strategic Family Wealth Counselors
New Jersey
$1.36M +$3.8K +76 +0.3%
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$1.35M -$101K -2,032 -7%
Mariner
161
Mariner
Kansas
$1.33M +$1.33M +26,665 New
LIM
162
Leavell Investment Management
Alabama
$1.31M +$125K +2,500 +11%
AWM
163
Altus Wealth Management
Kentucky
$1.28M +$1.28M +25,699 New
CB
164
Commerce Bank
Missouri
$1.26M – – –
CCM
165
Covington Capital Management
California
$1.25M -$15.2K -305 -1%
BFM
166
Broadview Financial Management
Wisconsin
$1.23M -$263K -5,269 -18%
CA
167
Continuum Advisory
Idaho
$1.23M -$73K -1,461 -6%
HPC
168
HM Payson & Co
Maine
$1.23M – – –
WAP
169
Wealthcare Advisory Partners
Pennsylvania
$1.21M -$124K -2,476 -9%
AT
170
Arden Trust
Delaware
$1.16M -$2.95K -59 -0.3%
PA
171
Parallel Advisors
California
$1.15M -$53K -1,062 -4%
AP
172
Advisors Preferred
Maryland
$1.15M +$259K +5,180 +29%
Baird Financial Group
173
Baird Financial Group
Wisconsin
$1.15M +$7.24K +145 +0.6%
FMP
174
Financial Management Professionals
Texas
$1.11M +$38.4K +769 +4%
DI
175
Disciplined Investments
Oklahoma
$1.07M +$65.4K +1,309 +6%
5 6
7
8 9

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.