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State Street SPDR Nuveen ICE Municipal Bond ETF

268 hedge funds and large institutions have $2.69B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 98 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $4.65M | Put options by funds: $2.63M

3% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 34

2% less funds holding

Funds holding: 273268 (-5)

16% less capital invested

Capital invested by funds: $3.19B → $2.69B (-$502M)

18.67% less ownership

Funds ownership: 98.71%80.04% (-19%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

27% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 98

Holders
268
Holders Change
-5
Holders Change %
-1.83%
% of All Funds
5.49%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
33
Increased
72
Reduced
98
Closed
34
Calls
$4.65M
Puts
$2.63M
Net Calls
+$2.01M
Net Calls Change
+$2.24M
Name Holding Trade Value Shares
Change
Change in
Stake
NG
226
NWK Group
California
$56K
OIA
227
Optimum Investment Advisors
Illinois
$52K
WCG
228
Weaver Consulting Group
California
$52K
WB
229
West Bancorporation
Iowa
$52K
GRP
230
Global Retirement Partners
California
$51K +$50.2K +985 New
SFS
231
Sowell Financial Services
Arkansas
$50K -$26.7K -525 -35%
RCA
232
Reitz Capital Advisors
Michigan
$43K +$42.3K +830 New
EP
233
Eudaimonia Partners
Tennessee
$41K +$5.09K +100 +14%
LWANC
234
Laurel Wealth Advisors (North Carolina)
North Carolina
$39K
GWM
235
Geneos Wealth Management
Colorado
$38K
BW
236
Bison Wealth
Georgia
$34K -$1.53K -30 -4%
CB
237
Community Bank
New York
$32K
EI
238
Ellevest Inc
New York
$31K +$30.7K +603 New
WT
239
Whittier Trust
California
$27K
BAM
240
Barrett Asset Management
New York
$26K
CCM
241
Covington Capital Management
California
$26K
CAM
242
Caprin Asset Management
Virginia
$24K
PA
243
Parallel Advisors
California
$24K +$1.94K +38 +9%
BlackRock
244
BlackRock
New York
$23K +$13.5K +265 +152%
LWA
245
Lenox Wealth Advisors
New York
$21K
ACA
246
Aptus Capital Advisors
Alabama
$19K
CA
247
Clearstead Advisors
Ohio
$18K
HNB
248
Huntington National Bank
Ohio
$17K
LS
249
Leelyn Smith
Illinois
$16K -$611 -12 -4%
TCM
250
TD Capital Management
Tennessee
$12K

TFI Hedge Fund Activity: Q2 2020 in Review

268 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q2 2020, worth a combined $2.69B — down 16% from $3.19B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of TFI and 33 opened new positions — a net loss of 1 holder — while 98 trimmed existing stakes and 72 added.

The largest buyer was Wealthfront Advisers, adding an estimated $81.9M. The largest seller was Financial Engines Advisors, cutting an estimated $631M.

  • 268 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q2 2020, down from 273 in Q1 2020.
  • Funds reported $2.69B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q2 2020, down 16% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q2 2020 and 34 closed out, a net change of -1 holder.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q2 2020 was Wealthfront Advisers, an estimated $81.9M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q2 2020 was Financial Engines Advisors, an estimated $631M sold.

Based on aggregated 13F filings for Q2 2020.