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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
ODG
201
O'Dell Group
Ohio
$384K -$4K -82 -1%
CIM
202
Confluence Investment Management
Missouri
$377K +$378K +7,748 New
GI
203
Gradient Investments
Minnesota
$376K -$77K -1,580 -17%
GP
204
Girard Partners
Pennsylvania
$374K +$23.3K +478 +7%
WCM
205
Windsor Capital Management
Arizona
$359K
FT
206
Fiduciary Trust
Massachusetts
$317K
Manulife (Manufacturers Life Insurance)
207
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$297K +$7.27K +149 +3%
VA
208
Valmark Advisers
Ohio
$295K -$78.6K -1,611 -21%
MFBTD
209
MB Financial Bank - Trust Department
Illinois
$292K +$293K +6,000 New
WCM
210
Windham Capital Management
Massachusetts
$288K -$73.5K -1,508 -20%
JWS
211
Juncture Wealth Strategies
Arizona
$273K +$57.7K +1,184 +27%
MWM
212
Modera Wealth Management
New Jersey
$271K
NWM
213
Northwest Wealth Management
Iowa
$270K -$245K -5,020 -47%
IA
214
IFP Advisors
Florida
$270K +$100K +2,057 +59%
RPA
215
Rock Point Advisors
Vermont
$263K +$56.1K +1,150 +27%
RFC
216
Regions Financial Corp
Alabama
$260K -$75.8K -1,554 -23%
CL
217
CPWM LLC
Washington
$259K -$11.8K -241 -4%
CS
218
Comerica Securities
Michigan
$254K
CL
219
Choreo LLC
Illinois
$252K +$634 +13 +0.3%
IIC
220
Ironwood Investment Counsel
Arizona
$245K +$246K +5,036 New
RWM
221
Ritholtz Wealth Management
New York
$245K +$246K +5,038 New
AUB
222
Atlantic Union Bankshares
Virginia
$243K -$82.5K -1,692 -25%
OIA
223
Optimum Investment Advisors
Illinois
$243K +$244K +5,000 New
CWM
224
Confluence Wealth Management
Oregon
$240K
FHA
225
First Horizon Advisors
Tennessee
$239K +$3.41K +70 +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.