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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
KFI
276
Key Financial Inc
Pennsylvania
$18K +$19K +414 New
LFG
277
Larson Financial Group
Missouri
$16K
HGERS
278
Householder Group Estate & Retirement Specialist
Arizona
$16K +$17.7K +384 New
HWMA
279
Heritage Wealth Management (Arizona)
Arizona
$13K +$3.49K +76 +35%
TFA
280
Transamerica Financial Advisors
Florida
$12K -$138 -3 -1%
AIP
281
Ameritas Investment Partners
Nebraska
$12K
Bank of Montreal
282
Bank of Montreal
Ontario, Canada
$11.5K -$93.9K -2,042 -0.8%
WT
283
Washington Trust
Rhode Island
$11K
BWM
284
Baystate Wealth Management
Massachusetts
$11K +$46 +1 +0.4%
FF
285
FourThought Financial
Florida
$11K +$46 +1 +0.4%
BL
286
Balentine LLC
Georgia
$11K +$11.5K +251 New
Qube Research & Technologies (QRT)
287
Qube Research & Technologies (QRT)
United Kingdom
$9K -$6.02K -131 -40%
NC
288
NewSquare Capital
Pennsylvania
$9K
CAM
289
Caprin Asset Management
Virginia
$8.97K -$11.8K -256 -56%
TWA
290
TCI Wealth Advisors
Arizona
$7K
SWM
291
Spire Wealth Management
Virginia
$6K -$298K -6,484 -98%
PI
292
PFS Investments
Georgia
$5.29K +$4.08M +88,690 +282%
EI
293
Ellevest Inc
New York
$5K -$38.5K -837 -88%
SPIA
294
Steward Partners Investment Advisory
New York
$5K -$5.61K -122 -49%
OSAM
295
O'Shaughnessy Asset Management
Connecticut
$5K +$4.87K +106 New
TRCT
296
Tower Research Capital (TRC)
New York
$5K +$5.38K +117 New
LS
297
Leelyn Smith
Illinois
$4K -$4.18K -91 -52%
WTA
298
Washington Trust Advisors
Massachusetts
$4K +$4.14K +90 New
FMII
299
Farmers & Merchants Investments Inc
Nebraska
$3K
JWM
300
Janiczek Wealth Management
Colorado
$3K

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.