We are live on ! Find out more
TFI icon

State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

176 hedge funds and large institutions have $1.42B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2016 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 59 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

38% more capital invested

Capital invested by funds: $1.03B → $1.42B (+$392M)

16% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 51

15.42% more ownership

Funds ownership: 52.94% → 68.36% (+15%)

12% more funds holding

Funds holding: 157 → 176 (+19)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
176
Holders Change
+19
Holders Change %
+12.1%
% of All Funds
4.4%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
38
Increased
59
Reduced
51
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
W
Wealthfront
California
+$144M
2
Betterment LLC
Betterment LLC
New York
+$128M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$69.8M
4
Bank of America
Bank of America
North Carolina
+$29.4M
5
SEI Investments
SEI Investments
Pennsylvania
+$24.7M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$13.5M
2
Citadel Advisors
Citadel Advisors
Florida
-$10.3M
3
UBS Group
UBS Group
Switzerland
-$9.69M
4
PAG
Pinnacle Advisory Group
Maryland
-$9.04M
5
UFF
USA Financial Formulas
Michigan
-$7.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
26
Ritholtz Wealth Management
New York
$6.51M +$6.65M +137,329 New
FA
27
FDx Advisors
Illinois
$6.51M +$254K +5,247 +4%
FTUS
28
Flow Traders U.S.
New York
$6.34M +$5.51M +113,818 +573%
Ameriprise
29
Ameriprise
Minnesota
$6.19M +$6.32M +130,555 New
Stifel Financial
30
Stifel Financial
Missouri
$6.18M -$239K -4,940 -4%
HighTower Advisors
31
HighTower Advisors
Illinois
$6.15M +$391K +8,080 +7%
ERIM
32
Eagle Ridge Investment Management
Connecticut
$5.64M +$21.3K +440 +0.4%
G
33
GenTrust
Florida
$5.3M +$5.4M +111,600 New
Citigroup
34
Citigroup
New York
$4.52M +$56.2K +1,160 +1%
CFB
35
Cullen/Frost Bankers
Texas
$4.34M +$483K +9,980 +12%
UCFA
36
United Capital Financial Advisors
Texas
$4.08M +$694K +14,341 +20%
CAM
37
Caprin Asset Management
Virginia
$4.04M -$346K -7,144 -8%
LPL Financial
38
LPL Financial
California
$3.88M +$1.42M +29,368 +56%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$3.68M -$948K -19,580 -20%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$3.39M +$112K +2,320 +3%
AAP
41
Arax Advisory Partners
Colorado
$3.38M +$3.45M +71,230 New
HSA
42
HBK Sorce Advisory
Pennsylvania
$3.17M +$3.24M +66,917 New
CHA
43
Cedar Hill Associates
Illinois
$3.1M -$92K -1,900 -3%
AFS
44
Access Financial Services
Minnesota
$2.79M +$2.85M +58,795 New
PAG
45
Private Advisor Group
New Jersey
$2.53M +$325K +6,718 +15%
SMA
46
Simply Money Advisors
Ohio
$2.46M -$643K -13,275 -20%
BIM
47
BlackRock Investment Management
Delaware
$2.31M +$2.35M +48,632 New
SFG
48
Sage Financial Group
Pennsylvania
$2.29M +$2.34M +48,247 New
HWP
49
Hefty Wealth Partners
Indiana
$2.18M -$1.05M -21,624 -32%
Franklin Resources
50
Franklin Resources
California
$2.06M -$645K -13,320 -24%
1
2
3 4 5

TFI Hedge Fund Activity: Q4 2016 in Review

176 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q4 2016, worth a combined $1.42B — up 38% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new TFI positions and 16 closed out — a net gain of 22 holders — while 59 added to existing stakes and 51 trimmed.

The largest buyer was Wealthfront, adding an estimated $144M. The largest seller was Jane Street, cutting an estimated $13.5M.

  • 176 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q4 2016, up from 157 in Q3 2016.
  • Funds reported $1.42B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q4 2016, up 38% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q4 2016 and 16 closed out, a net change of +22 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q4 2016 was Wealthfront, an estimated $144M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q4 2016 was Jane Street, an estimated $13.5M sold.

Based on aggregated 13F filings for Q4 2016.