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State Street SPDR Nuveen ICE Municipal Bond ETF

313 hedge funds and large institutions have $2.77B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 112 increasing their positions, 100 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 100

10.82% more ownership

Funds ownership: 83.37%94.2% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

4% less capital invested

Capital invested by funds: $2.89B → $2.77B (-$111M)

7% less funds holding

Funds holding: 338313 (-25)

32% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 62

Holders
313
Holders Change
-25
Holders Change %
-7.4%
% of All Funds
5.39%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
42
Increased
112
Reduced
100
Closed
62
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
251
Capital Analysts LLC
Pennsylvania
$105K -$172K -3,739 -61%
PFM
252
Phillips Financial Management
Indiana
$98K +$103K +2,234 New
EWA
253
EverSource Wealth Advisors
Alabama
$97K +$97.8K +2,127 +2,727%
FCMT
254
Founders Capital Management (Texas)
Texas
$85K
CIAS
255
Capital Investment Advisory Services
North Carolina
$80K
BA
256
Ballast Advisors
Minnesota
$79K
NSB
257
Norway Savings Bank
Maine
$74K -$53.3K -1,160 -41%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$70K -$20.6K -447 -22%
BFEC
259
Benjamin F. Edwards & Company
Missouri
$68K -$9.2K -200 -11%
BC
260
Bartlett & Co
Ohio
$67K
BCWM
261
Bartlett & Co Wealth Management
Ohio
$66.9K
ATC
262
Adirondack Trust Company
New York
$66K
APA
263
American Portfolios Advisors
New York
$63.1K
GWSG
264
GPS Wealth Strategies Group
Colorado
$48K
DTIM
265
Danda Trouve Investment Management
Kansas
$46K +$48.3K +1,050 New
ODG
266
O'Dell Group
Ohio
$44K
OIA
267
Optimum Investment Advisors
Illinois
$44K
AA
268
Addison Advisors
Vermont
$40K
FFA
269
Founders Financial Alliance
North Carolina
$39K -$58.1K -1,263 -59%
ACA
270
Aptus Capital Advisors
Alabama
$35K +$27.6K +600 +321%
PA
271
Parallel Advisors
California
$32K -$15.4K -336 -32%
CT
272
Cambridge Trust
Massachusetts
$31K -$4.6K -100 -13%
WT
273
Whittier Trust
California
$23K
CCM
274
Covington Capital Management
California
$22K
BlackRock
275
BlackRock
New York
$18K +$12.1K +264 +169%

TFI Hedge Fund Activity: Q3 2022 in Review

313 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q3 2022, worth a combined $2.77B — down 3.8% from $2.89B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of TFI and 42 opened new positions — a net loss of 20 holders — while 100 trimmed existing stakes and 112 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $148M. The largest seller was Wealthfront Advisers, cutting an estimated $249M.

  • 313 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q3 2022, down from 338 in Q2 2022.
  • Funds reported $2.77B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q3 2022, down 3.8% quarter-over-quarter.
  • 42 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q3 2022 and 62 closed out, a net change of -20 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $148M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q3 2022 was Wealthfront Advisers, an estimated $249M sold.

Based on aggregated 13F filings for Q3 2022.