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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
PA
301
Parallel Advisors
California
$2.78K -$29.6K -660 -92%
CA
302
CoreCap Advisors
Michigan
$2.42K +$2.38K +53 New
PWMG
303
Prestige Wealth Management Group
New Jersey
$1.96K
CA
304
Clearstead Advisors
Ohio
$1.73K
FFA
305
Farther Finance Advisors
California
$1.69K +$1.66K +37 New
DJSG
306
D.J. St. Germain
Massachusetts
$1.43K -$967K -21,531 -41%
BWL
307
Bogart Wealth LLC
Virginia
$1.37K
GWM
308
Geneos Wealth Management
Colorado
$1.37K
MCC
309
Money Concepts Capital
Florida
$1.14K +$1.12K +25 New
RCM
310
Raleigh Capital Management
North Carolina
$1.04K
WPA
311
West Paces Advisors
Georgia
$1K +$988 +22 New
KSWA
312
Kathleen S. Wright Associates
Pennsylvania
$1K +$1.12K +25 New
AWM
313
AllSquare Wealth Management
New York
$958
WPWM
314
Western Pacific Wealth Management
Illinois
$456 +$449 +10 New
GWS
315
Glassman Wealth Services
Virginia
$319 +$314 +7 New
GEA
316
Glen Eagle Advisors
New Jersey
$182
WIM
317
Westside Investment Management
California
$9
SSB
318
Sandy Spring Bank
Maryland
$3
MAM
319
Meeder Asset Management
Ohio
-$39.5M -897,213 Closed
JWM
320
JFG Wealth Management
Colorado
-$16.8M -381,207 Closed
PI
321
PFS Investments
Georgia
-$5.29K -120,159 Closed
CCMG
322
Clark Capital Management Group
Pennsylvania
-$4.12M -93,673 Closed
IMA
323
Investment Management Associates
Colorado
-$4.03M -91,596 Closed
SWM
324
Scissortail Wealth Management
Oklahoma
-$3.49M -79,676 Closed
WWA
325
WCG Wealth Advisors
Nevada
-$3.54M -77,351 Closed

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.