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State Street SPDR Nuveen ICE Municipal Bond ETF

319 hedge funds and large institutions have $2.89B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 122 increasing their positions, 82 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 82

33% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 27

7% more capital invested

Capital invested by funds: $2.7B → $2.89B (+$188M)

2% more funds holding

Funds holding: 314319 (+5)

2.09% less ownership

Funds ownership: 77.65%75.56% (-2.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
319
Holders Change
+5
Holders Change %
+1.59%
% of All Funds
5.55%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
36
Increased
122
Reduced
82
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
Pinnacle Associates
New York
$210K
FFN
227
Focus Financial Network
Minnesota
$207K -$1.18M -22,691 -85%
PMG
228
ProVise Management Group
Florida
$206K +$206K +3,959 New
GW
229
GW & Wade
Massachusetts
$204K +$260 +5 +0.1%
PWM
230
Perigon Wealth Management
California
$203K +$203K +3,905 New
PCG
231
Private Capital Group
Connecticut
$196K +$364 +7 +0.2%
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$190K -$6.5K -125 -3%
NFG
233
Next Financial Group
Texas
$174K -$77.9K -1,498 -31%
VCM
234
Versant Capital Management
Arizona
$170K +$9.42K +181 +6%
CFN
235
Cordasco Financial Network
Florida
$169K
AA
236
Addison Advisors
Vermont
$169K +$169K +3,250 New
RDWM
237
Red Door Wealth Management
Tennessee
$157K +$157K +3,018 New
SWM
238
Spire Wealth Management
Virginia
$156K +$14K +270 +10%
NSB
239
Norway Savings Bank
Maine
$148K
CAL
240
Capital Analysts LLC
Pennsylvania
$143K +$624 +12 +0.4%
GWMIA
241
Global Wealth Management Investment Advisory
Florida
$140K
1IA
242
1834 Investment Advisors
Wisconsin
$134K
CFGS
243
Concourse Financial Group Securities
Alabama
$129K +$3.85K +74 +3%
EVM
244
Eaton Vance Management
Massachusetts
$123K
BAM
245
Belpointe Asset Management
Nevada
$106K +$106K +2,040 New
APA
246
American Portfolios Advisors
New York
$99.3K +$312 +6 +0.3%
BFEC
247
Benjamin F. Edwards & Company
Missouri
$96K
BA
248
Ballast Advisors
Minnesota
$93K
FCMT
249
Founders Capital Management (Texas)
Texas
$90K
BCWM
250
Bartlett & Co Wealth Management
Ohio
$89.2K

TFI Hedge Fund Activity: Q2 2021 in Review

319 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q2 2021, worth a combined $2.89B — up 7% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new TFI positions and 27 closed out — a net gain of 9 holders — while 122 added to existing stakes and 82 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $155M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $25.7M.

  • 319 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q2 2021, up from 314 in Q1 2021.
  • Funds reported $2.89B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q2 2021, up 7% quarter-over-quarter.
  • 36 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q2 2021 and 27 closed out, a net change of +9 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q2 2021 was Morgan Stanley, an estimated $155M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q2 2021 was Charles Schwab Investment Advisory, an estimated $25.7M sold.

Based on aggregated 13F filings for Q2 2021.