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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

319 hedge funds and large institutions have $3.46B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 102 increasing their positions, 101 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 55

25% more capital invested

Capital invested by funds: $2.77B → $3.46B (+$690M)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

2% more funds holding

Funds holding: 313 → 319 (+6)

1% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 101

8.86% less ownership

Funds ownership: 94.2% → 85.34% (-8.9%)

Holders
319
Holders Change
+6
Holders Change %
+1.92%
% of All Funds
5.13%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
69
Increased
102
Reduced
101
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealthfront Advisers
Wealthfront Advisers
California
+$338M
2
Bank of America
Bank of America
North Carolina
+$155M
3
Jane Street
Jane Street
New York
+$79.2M
4
B
Bailard
California
+$78.7M
5
PFO
Pathstone Family Office
New Jersey
+$66.2M

Top Sellers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
-$249M
2
CIAS
CFS Investment Advisory Services
New Jersey
-$145M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$118M
4
MAM
Meeder Asset Management
Ohio
-$39.5M
5
JWM
JFG Wealth Management
Colorado
-$16.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
226
WealthTrust Axiom
Pennsylvania
$251K – – –
JPG
227
Jordan Park Group
California
$247K – – –
CA
228
Continuum Advisory
Idaho
$246K +$22.5K +500 +10%
HS
229
Horan Securities
United States
$243K -$163K -3,619 -40%
WPC
230
Wedmont Private Capital
Pennsylvania
$243K +$237K +5,269 New
IC
231
Inscription Capital
Texas
$239K -$629 -14 -0.3%
FI
232
Financial Insights
Washington
$239K +$235K +5,229 New
ES
233
Eagle Strategies
New York
$237K -$12.4K -277 -5%
BBHC
234
Brown Brothers Harriman & Co
New York
$236K – – –
PFS
235
Prospera Financial Services
Texas
$224K +$2.29K +51 +1%
First Trust Advisors
236
First Trust Advisors
Illinois
$217K -$43K -958 -17%
TFCP
237
Twin Focus Capital Partners
Massachusetts
$215K +$211K +4,709 New
THWM
238
Taylor Hoffman Wealth Management
Virginia
$212K +$209K +4,656 New
MCI
239
MRP Capital Investments
Georgia
$211K +$208K +4,625 New
OC
240
Oarsman Capital
Wisconsin
$211K +$208K +4,621 New
RCAG
241
Rehmann Capital Advisory Group
Michigan
$208K +$205K +4,565 New
M
242
MYeCFO
California
$204K +$201K +4,479 New
CAL
243
Capital Advisors Ltd
Ohio
$202K – – –
EPWM
244
Essex Private Wealth Management
Massachusetts
$201K +$198K +4,400 New
CAM
245
Caprin Asset Management
Virginia
$193K +$181K +4,029 +1,975%
GRP
246
Global Retirement Partners
California
$185K +$69.6K +1,550 +62%
MAM
247
Marquette Asset Management
Minnesota
$185K +$183K +4,066 New
William Blair & Company
248
William Blair & Company
Illinois
$180K -$124K -2,763 -41%
BAAM
249
Baker Avenue Asset Management
California
$139K +$137K +3,050 New
BONH
250
Bank of New Hampshire
New Hampshire
$137K – – –
8 9
10
11 12

TFI Hedge Fund Activity: Q4 2022 in Review

319 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q4 2022, worth a combined $3.46B — up 25% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new TFI positions and 55 closed out — a net gain of 14 holders — while 102 added to existing stakes and 101 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $338M. The largest seller was Betterment LLC, cutting an estimated $249M.

  • 319 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q4 2022, up from 313 in Q3 2022.
  • Funds reported $3.46B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q4 2022, up 25% quarter-over-quarter.
  • 69 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q4 2022 and 55 closed out, a net change of +14 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q4 2022 was Wealthfront Advisers, an estimated $338M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q4 2022 was Betterment LLC, an estimated $249M sold.

Based on aggregated 13F filings for Q4 2022.