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State Street SPDR Nuveen ICE Municipal Bond ETF

319 hedge funds and large institutions have $2.89B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 122 increasing their positions, 82 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 82

33% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 27

7% more capital invested

Capital invested by funds: $2.7B → $2.89B (+$188M)

2% more funds holding

Funds holding: 314319 (+5)

2.09% less ownership

Funds ownership: 77.65%75.56% (-2.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
319
Holders Change
+5
Holders Change %
+1.59%
% of All Funds
5.55%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
36
Increased
122
Reduced
82
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
276
Caprin Asset Management
Virginia
$24K
PFGIA
277
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$10.5K +201 +77%
TFS
278
TrustCore Financial Services
Tennessee
$24K +$24.4K +468 New
CIA
279
Choate Investment Advisors
Massachusetts
$21K +$20.5K +394 New
ACA
280
Aptus Capital Advisors
Alabama
$20K
LWA
281
Lenox Wealth Advisors
New York
$20K
SPIA
282
Steward Partners Investment Advisory
New York
$19K +$6.87K +132 +55%
US Bancorp
283
US Bancorp
Minnesota
$18K -$35.7K -687 -67%
CA
284
Clearstead Advisors
Ohio
$18K
PMAS
285
PNC Managed Account Solutions
Texas
$18K +$17.5K +337 New
LFG
286
Larson Financial Group
Missouri
$17K
COCM
287
Charter Oak Capital Management
New Hampshire
$16K -$10.3K -198 -39%
FCB
288
First Command Bank
Texas
$15K
FCFS
289
First Command Financial Services
Texas
$15K
LWM
290
Liberty Wealth Management
California
$15K +$5.41K +104 +58%
LS
291
Leelyn Smith
Illinois
$14K -$520 -10 -4%
OSAM
292
O'Shaughnessy Asset Management
Connecticut
$14K +$14K +270 New
HWMA
293
Heritage Wealth Management (Arizona)
Arizona
$14K +$14.4K +277 New
FF
294
FourThought Financial
Florida
$12K +$52 +1 +0.4%
AF
295
Allworth Financial
California
$11K +$52 +1 +0.5%
EIP
296
Ellis Investment Partners
Pennsylvania
$10K
SB
297
Strategic Blueprint
Georgia
$10K +$9.94K +191 New
DAM
298
Delta Asset Management
Tennessee
$8K
HCP
299
Hexagon Capital Partners
Arkansas
$8K
TWA
300
TCI Wealth Advisors
Arizona
$8K

TFI Hedge Fund Activity: Q2 2021 in Review

319 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q2 2021, worth a combined $2.89B — up 7% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new TFI positions and 27 closed out — a net gain of 9 holders — while 122 added to existing stakes and 82 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $155M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $25.7M.

  • 319 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q2 2021, up from 314 in Q1 2021.
  • Funds reported $2.89B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q2 2021, up 7% quarter-over-quarter.
  • 36 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q2 2021 and 27 closed out, a net change of +9 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q2 2021 was Morgan Stanley, an estimated $155M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q2 2021 was Charles Schwab Investment Advisory, an estimated $25.7M sold.

Based on aggregated 13F filings for Q2 2021.