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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
WIC
351
Whitegate Investment Counselors
New Hampshire
-$202K -4,400 Closed
BJL
352
Brighton Jones LLC
Washington
-$200K -4,371 Closed
MPW
353
Melone Private Wealth
Michigan
-$202K -4,363 Closed
Fifth Third Bancorp
354
Fifth Third Bancorp
Ohio
-$189K -4,123 Closed
GWMIA
355
Global Wealth Management Investment Advisory
Florida
-$137K -2,990 Closed
1IA
356
1834 Investment Advisors
Wisconsin
-$118K -2,575 Closed
PMFA
357
Plante Moran Financial Advisors
Michigan
-$84K -1,833 Closed
WOSD
358
WFA of San Diego
California
-$68K -1,472 Closed
AWM
359
Accel Wealth Management
Iowa
-$36K -773 Closed
VVP
360
Venture Visionary Partners
Ohio
-$34.6K -754 Closed
EW
361
Evoke Wealth
California
-$32K -701 Closed
SWM
362
SeaCrest Wealth Management
New York
-$29K -640 Closed
BTI
363
Blue Trust Inc
Georgia
-$28K -595 Closed
BW
364
Bison Wealth
Georgia
-$26K -557 Closed
RIM
365
Rockbridge Investment Management
New York
-$13.9K -303 Closed
CWP
366
Concord Wealth Partners
Virginia
-$11K -242 Closed
MCC
367
Money Concepts Capital
Florida
-$9K -206 Closed
OLVIG
368
Oliver Lagore Vanvalin Investment Group
Michigan
-$9K -198 Closed
Simplex Trading
369
Simplex Trading
Illinois
-$4K -100 Closed
CA
370
CoreCap Advisors
Michigan
-$4K -89 Closed
BWA
371
BDO Wealth Advisors
Florida
-$1K -29 Closed
CAAS
372
Capital Asset Advisory Services
Michigan
-$1K -18 Closed
FCAS
373
First Command Advisory Services
Texas
-$1K -15 Closed
S
374
SignatureFD
Georgia
+$276 +6 New

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.