We are live on ! Find out more
TFI icon

State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

215 hedge funds and large institutions have $2.45B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 79 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $2.02B → $2.45B (+$430M)

15.59% more ownership

Funds ownership: 74.39% → 89.98% (+16%)

13% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 70

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

0% more funds holding

Funds holding: 214 → 215 (+1)

8% less funds holding in top 10

Funds holding in top 10: 13 → 12 (-1)

Holders
215
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
4.91%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.27%
New
22
Increased
79
Reduced
70
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$306M
2
CSIA
Charles Schwab Investment Advisory
California
+$151M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$11M
4
SWP
Stratos Wealth Partners
Ohio
+$10.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$9.4M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$55.8M
2
WAP
Wealthcare Advisory Partners
Pennsylvania
-$13.8M
3
Morgan Stanley
Morgan Stanley
New York
-$8.19M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.09M
5
Betterment LLC
Betterment LLC
New York
-$6.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
226
Blue Chip Partners
Michigan
– -$100K -2,079 Closed
TCOV
227
Trust Company of Vermont
Vermont
– -$62K -1,300 Closed
BCA
228
Bay Colony Advisors
Massachusetts
– -$38K -797 Closed
RFC
229
Regions Financial Corp
Alabama
– -$23K -486 Closed
CAL
230
Capital Analysts LLC
Pennsylvania
– -$2K -50 Closed
JCM
231
Jacobi Capital Management
Pennsylvania
– -$2K -37 Closed
BCMIO
232
Beacon Capital Management Inc (Ohio)
Ohio
– -$1K -27 Closed
S
233
SignatureFD
Georgia
– +$144 +3 New
6 7 8 9
10

TFI Hedge Fund Activity: Q3 2018 in Review

215 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q3 2018, worth a combined $2.45B — up 21% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new TFI positions and 20 closed out — a net gain of 2 holders — while 79 added to existing stakes and 70 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $306M. The largest seller was Commonwealth Equity Services, cutting an estimated $55.8M.

  • 215 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q3 2018, up from 214 in Q2 2018.
  • Funds reported $2.45B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q3 2018, up 21% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q3 2018 and 20 closed out, a net change of +2 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q3 2018 was Financial Engines Advisors, an estimated $306M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q3 2018 was Commonwealth Equity Services, an estimated $55.8M sold.

Based on aggregated 13F filings for Q3 2018.