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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
WT
276
Whittier Trust
California
$23.6K
GBT
277
Grove Bank & Trust
Florida
$19K +$18.7K +416 New
KFI
278
Key Financial Inc
Pennsylvania
$18.2K
LFG
279
Larson Financial Group
Missouri
$17K +$404 +9 +2%
BlackRock
280
BlackRock
New York
$15.3K -$3.77K -84 -20%
MAWA
281
Moss Adams Wealth Advisors
Washington
$14.9K +$14.7K +327 New
CPFP
282
Clear Perspectives Financial Planning
Ohio
$14.6K +$14.4K +320 New
LAM
283
Lakewood Asset Management
Illinois
$14K +$14K +312 New
TFA
284
Transamerica Financial Advisors
Florida
$12K
WT
285
Washington Trust
Rhode Island
$11.7K
BL
286
Balentine LLC
Georgia
$11.5K
LS
287
Leelyn Smith
Illinois
$10.9K +$6.92K +154 +181%
AAG
288
Armstrong Advisory Group
Massachusetts
$9.31K +$9.16K +204 New
NC
289
NewSquare Capital
Pennsylvania
$9.12K
USCWA
290
U.S. Capital Wealth Advisors
Texas
$7.89K +$7.77K +173 New
OSAM
291
O'Shaughnessy Asset Management
Connecticut
$7.07K +$2.2K +49 +46%
DAM
292
Delta Asset Management
Tennessee
$7.03K +$6.92K +154 New
Fifth Third Bancorp
293
Fifth Third Bancorp
Ohio
$6.57K +$6.47K +144 New
SWM
294
Spire Wealth Management
Virginia
$6K
SPIA
295
Steward Partners Investment Advisory
New York
$5.7K
GWSA
296
Global Wealth Strategies & Associates
Colorado
$4.11K +$4.04K +90 New
NFSG
297
Newbridge Financial Services Group
Florida
$3.63K +$45 +1 +1%
FMII
298
Farmers & Merchants Investments Inc
Nebraska
$3.01K
S
299
SignatureFD
Georgia
$3.01K +$2.69K +60 +1,000%
EWM
300
Endurance Wealth Management
Rhode Island
$3K +$2.87K +64 New

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.