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State Street SPDR Nuveen ICE Municipal Bond ETF

307 hedge funds and large institutions have $3.14B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 101 increasing their positions, 99 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

3% more funds holding

Funds holding: 297307 (+10)

2% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 99

1% more capital invested

Capital invested by funds: $3.12B → $3.14B (+$23.7M)

0.19% less ownership

Funds ownership: 81.95%81.76% (-0.19%)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $282K

Holders
307
Holders Change
+10
Holders Change %
+3.37%
% of All Funds
4.82%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
37
Increased
101
Reduced
99
Closed
26
Calls
Puts
$282K
Net Calls
-$282K
Net Calls Change
-$282K
Name Holding Trade Value Shares
Change
Change in
Stake
EB
226
Exchange Bank
California
$213K +$214K +4,622 New
MRWM
227
ML&R Wealth Management
Texas
$209K +$209K +4,517 New
MWM
228
Mission Wealth Management
California
$207K +$208K +4,484 New
FFN
229
Focus Financial Network
Minnesota
$206K +$1.11K +24 +0.5%
WMA
230
West Michigan Advisors
Michigan
$205K +$6.99K +151 +4%
CAL
231
Capital Advisors Ltd
Ohio
$204K
MPW
232
Melone Private Wealth
Michigan
$202K +$139 +3 +0.1%
IWP
233
IAG Wealth Partners
Wisconsin
$197K +$197K +4,259 New
HS
234
Horan Securities
United States
$190K -$8.06K -174 -4%
MAM
235
Marquette Asset Management
Minnesota
$188K
GRP
236
Global Retirement Partners
California
$185K +$1.11K +24 +0.6%
CWM
237
Compass Wealth Management
Connecticut
$157K
AWA
238
Alaska Wealth Advisors
Alaska
$157K
GWMIA
239
Global Wealth Management Investment Advisory
Florida
$147K +$148K +3,189 New
BONH
240
Bank of New Hampshire
New Hampshire
$138K
William Blair & Company
241
William Blair & Company
Illinois
$136K
NCM
242
Northwest Capital Management
Oregon
$121K +$121K +2,623 New
FFA
243
Farther Finance Advisors
California
$120K +$119K +2,568 +6,941%
GGI
244
Godsey & Gibb Inc
Virginia
$115K +$116K +2,500 New
SWM
245
Spire Wealth Management
Virginia
$85.4K +$16.6K +359 +24%
Qube Research & Technologies (QRT)
246
Qube Research & Technologies (QRT)
United Kingdom
$85.1K -$483K -10,421 -92%
CIAS
247
Capital Investment Advisory Services
North Carolina
$83.9K
BA
248
Ballast Advisors
Minnesota
$82.6K
BCWM
249
Bartlett & Co Wealth Management
Ohio
$73.5K
BC
250
Bartlett & Co
Ohio
$73K

TFI Hedge Fund Activity: Q2 2023 in Review

307 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q2 2023, worth a combined $3.14B — up 0.76% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new TFI positions and 26 closed out — a net gain of 11 holders — while 101 added to existing stakes and 99 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $87.7M. The largest seller was Integrated Wealth Concepts, cutting an estimated $34.2M.

  • 307 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q2 2023, up from 297 in Q1 2023.
  • Funds reported $3.14B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q2 2023, up 0.76% quarter-over-quarter.
  • 37 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q2 2023 and 26 closed out, a net change of +11 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q2 2023 was Morgan Stanley, an estimated $87.7M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q2 2023 was Integrated Wealth Concepts, an estimated $34.2M sold.

Based on aggregated 13F filings for Q2 2023.