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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
IWMA
301
Ironwood Wealth Management (Arizona)
Arizona
$4K +$2.55K +49 +233%
FMII
302
Farmers & Merchants Investments Inc
Nebraska
$3K
SW
303
SVB Wealth
Massachusetts
$3K +$3.59K +69 New
CFD
304
Creative Financial Designs
Indiana
$2K
PWMG
305
Prestige Wealth Management Group
New Jersey
$2K
APWA
306
Atlas Private Wealth Advisors
New Jersey
$2K +$2.08K +40 New
BWA
307
BDO Wealth Advisors
Florida
$1K
CAAS
308
Capital Asset Advisory Services
Michigan
$1K
RFA
309
Reilly Financial Advisors
California
$1K
WQ
310
Wealth Quarterback
New Jersey
$1K +$468 +9 New
BBHC
311
Brown Brothers Harriman & Co
New York
$316
GFPC
312
Global Financial Private Client
Florida
$52
WIM
313
Westside Investment Management
California
$10
CAMG
314
CWA Asset Management Group
Florida
-$20.2M -390,109 Closed
FA
315
FMA Advisory
Pennsylvania
-$1.51M -29,314 Closed
FNC
316
First National Corp
Massachusetts
-$1.35M -26,075 Closed
PCM
317
Prelude Capital Management
New York
-$1.21M -23,359 Closed
BFM
318
Boothbay Fund Management
New York
-$603K -11,679 Closed
DT
319
Diversified Trust
Tennessee
-$485K -9,381 Closed
CPW
320
Catalyst Private Wealth
California
-$459K -8,884 Closed
TCA
321
Transcend Capital Advisors
New Jersey
-$450K -8,690 Closed
LW
322
Linscomb Wealth
Texas
-$230K -4,457 Closed
PCMK
323
Paragon Capital Management (Kansas)
Kansas
-$213K -4,087 Closed
CL
324
COWA LLC
Oklahoma
-$147K -2,850 Closed
AIC
325
Ameritas Investment Company
Nebraska
-$141K -2,729 Closed

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.