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State Street SPDR Nuveen ICE Municipal Bond ETF

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: 78 (+1)

2% more funds holding

Funds holding: 313319 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
251
US Bancorp
Minnesota
$110K -$95.9K -2,135 -47%
HI
252
Harbour Investments
Wisconsin
$95.9K -$55.9K -1,245 -37%
CIAS
253
Capital Investment Advisory Services
North Carolina
$82.9K
BAM
254
Belpointe Asset Management
Nevada
$81.9K -$203K -4,518 -72%
BA
255
Ballast Advisors
Minnesota
$81.6K
NA
256
NewEdge Advisors
Louisiana
$77.4K +$108K +2,409 New
NSB
257
Norway Savings Bank
Maine
$76.4K
BFEC
258
Benjamin F. Edwards & Company
Missouri
$71K
WOSD
259
WFA of San Diego
California
$70.2K +$69.1K +1,538 New
BCWM
260
Bartlett & Co Wealth Management
Ohio
$69.3K
BC
261
Bartlett & Co
Ohio
$69K
ATC
262
Adirondack Trust Company
New York
$68.4K
BWM
263
Baystate Wealth Management
Massachusetts
$60K +$47.8K +1,065 +414%
FCMT
264
Founders Capital Management (Texas)
Texas
$54K -$33.7K -750 -39%
AIP
265
Ameritas Investment Partners
Nebraska
$51.8K +$38.2K +850 +298%
OIA
266
Optimum Investment Advisors
Illinois
$45.6K
PFM
267
Phillips Financial Management
Indiana
$43.1K -$57.9K -1,290 -58%
FFA
268
Founders Financial Alliance
North Carolina
$40.3K
CT
269
Colonial Trust
South Carolina
$37.1K +$36.6K +814 New
ACA
270
Aptus Capital Advisors
Alabama
$35.9K
EWA
271
EverSource Wealth Advisors
Alabama
$35.6K -$64K -1,425 -65%
CT
272
Cambridge Trust
Massachusetts
$32K
FMB
273
Field & Main Bank
Kentucky
$30.8K +$30.4K +676 New
BTI
274
Blue Trust Inc
Georgia
$29K +$29.1K +649 New
HWMA
275
Heritage Wealth Management (Arizona)
Arizona
$26.6K +$13.1K +292 +100%

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.