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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

264 hedge funds and large institutions have $2.71B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

25% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 68

10% more funds holding

Funds holding: 241 → 264 (+23)

0.6% more ownership

Funds ownership: 91.26% → 91.86% (+0.6%)

0% more capital invested

Capital invested by funds: $2.7B → $2.71B (+$11.4M)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
264
Holders Change
+23
Holders Change %
+9.54%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
44
Increased
85
Reduced
68
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$10.6M
2
Jane Street
Jane Street
New York
+$8.65M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$6.48M
4
CIM
Confluence Investment Management
Missouri
+$4.53M
5
CRC
Curi RMB Capital
Illinois
+$3.67M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$17.1M
2
Betterment LLC
Betterment LLC
New York
-$13.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.3M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$9.93M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$5.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
251
LS Investment Advisors
Michigan
$3K – – –
WB
252
Webster Bank
Connecticut
$3K – – –
CIM
253
Contravisory Investment Management
Massachusetts
$2K – – –
GEA
254
Glen Eagle Advisors
New Jersey
$1.97K – – –
LFG
255
Larson Financial Group
Missouri
$1K -$51 -1 -3%
CFA
256
Carroll Financial Associates
North Carolina
$1K – – –
RFA
257
Reilly Financial Advisors
California
$1K – – –
KPW
258
Kore Private Wealth
New York
$1K +$759 +15 New
FMP
259
Financial Management Professionals
Texas
$1K +$861 +17 New
CAAS
260
Capital Asset Advisory Services
Michigan
$1K +$911 +18 New
TWA
261
TCI Wealth Advisors
Arizona
$1K +$962 +19 New
LS
262
Leelyn Smith
Illinois
$28 +$27.4K +542 New
Susquehanna International Group
263
Susquehanna International Group
Pennsylvania
– -$9.93M -195,863 Closed
UBS AM
264
UBS AM
Illinois
– -$4.42M -87,295 Closed
PWG
265
Private Wealth Group
Florida
– -$4.2M -82,922 Closed
CIBC Private Wealth Group
266
CIBC Private Wealth Group
Georgia
– -$2.44M -48,063 Closed
W
267
WealthStone
Ohio
– -$1.24M -24,452 Closed
MOS
268
MGO One Seven
Ohio
– -$928K -18,305 Closed
PA
269
Paracle Advisors
Washington
– -$372K -7,343 Closed
SCP
270
Syntal Capital Partners
Texas
– -$310K -6,133 Closed
GRP
271
Global Retirement Partners
California
– -$309K -6,098 Closed
CBFP
272
Cedar Brook Financial Partners
Ohio
– -$258K -5,091 Closed
RP
273
Rice Partnership
Hawaii
– -$250K -4,933 Closed
HB
274
Homrich & Berg
Georgia
– -$221K -4,354 Closed
ACP
275
Aveo Capital Partners
Colorado
– -$209K -4,149 Closed
8 9 10
11
12

TFI Hedge Fund Activity: Q4 2019 in Review

264 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q4 2019, worth a combined $2.71B — up 0.42% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new TFI positions and 16 closed out — a net gain of 28 holders — while 85 added to existing stakes and 68 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $10.6M. The largest seller was Envestnet Asset Management, cutting an estimated $17.1M.

  • 264 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q4 2019, up from 241 in Q3 2019.
  • Funds reported $2.71B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q4 2019, up 0.42% quarter-over-quarter.
  • 44 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q4 2019 and 16 closed out, a net change of +28 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q4 2019 was Truist Financial, an estimated $10.6M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q4 2019 was Envestnet Asset Management, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2019.