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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

163 hedge funds and large institutions have $1.49B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 58 increasing their positions, 54 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 54

5% more capital invested

Capital invested by funds: $1.42B → $1.49B (+$66.2M)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

0.9% less ownership

Funds ownership: 68.36% → 67.46% (-0.9%)

7% less funds holding

Funds holding: 176 → 163 (-13)

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

Holders
163
Holders Change
-13
Holders Change %
-7.39%
% of All Funds
4.06%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
16
Increased
58
Reduced
54
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$45.1M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$19.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$17.5M
4
Bank of America
Bank of America
North Carolina
+$13.3M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$10.3M

Top Sellers

Rank Fund Capital Flow
1
SEI Investments
SEI Investments
Pennsylvania
-$24.1M
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$15.3M
3
UBS Group
UBS Group
Switzerland
-$4.84M
4
WCM
Wealthcare Capital Management
Virginia
-$3.88M
5
CSIA
Charles Schwab Investment Advisory
California
-$3.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$5.74M -$510K -10,696 -8%
ERIM
27
Eagle Ridge Investment Management
Connecticut
$5.64M -$56.2K -1,180 -1%
SB
28
Suntrust Banks
Georgia
$4.88M -$2.5M -52,484 -34%
FTUS
29
Flow Traders U.S.
New York
$4.81M -$1.58M -33,224 -25%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$4.78M +$3.86M +81,081 +437%
G
31
GenTrust
Florida
$4.58M -$768K -16,115 -14%
Citigroup
32
Citigroup
New York
$4.31M -$260K -5,449 -6%
RJA
33
Raymond James & Associates
Florida
$4M -$2.99M -62,788 -43%
AWMG
34
Alliance Wealth Management Group
New Jersey
$3.86M +$3.82M +80,160 New
CCWA
35
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.8M -$15.3M -320,698 -80%
AAP
36
Arax Advisory Partners
Colorado
$3.72M +$306K +6,412 +9%
LPL Financial
37
LPL Financial
California
$3.6M -$309K -6,488 -8%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$3.43M -$296K -6,206 -8%
BTS
39
BB&T Securities
Virginia
$3.27M -$3.23M -67,800 -50%
BWP
40
BSW Wealth Partners
Colorado
$2.73M +$811K +17,013 +42%
UCFA
41
United Capital Financial Advisors
Texas
$2.73M -$1.39M -29,087 -34%
HWP
42
Hefty Wealth Partners
Indiana
$2.6M +$390K +8,187 +18%
Financial Engines Advisors
43
Financial Engines Advisors
California
$2.59M +$1.59M +33,320 +161%
CHA
44
Cedar Hill Associates
Illinois
$2.54M -$585K -12,285 -19%
PAG
45
Private Advisor Group
New Jersey
$2.5M -$31.6K -664 -1%
BFA
46
Beaumont Financial Advisors
Massachusetts
$2M -$25K -525 -1%
WTC
47
WhitTier Trust Company
Nevada
$1.97M – – –
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.88M +$1.3M +27,280 +228%
SFA
49
Sequoia Financial Advisors
Ohio
$1.86M +$436K +9,152 +31%
Millennium Management
50
Millennium Management
New York
$1.84M +$725K +15,213 +65%
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TFI Hedge Fund Activity: Q1 2017 in Review

163 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q1 2017, worth a combined $1.49B — up 4.7% from $1.42B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of TFI and 16 opened new positions — a net loss of 10 holders — while 54 trimmed existing stakes and 58 added.

The largest buyer was Betterment LLC, adding an estimated $45.1M. The largest seller was SEI Investments, cutting an estimated $24.1M.

  • 163 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q1 2017, down from 176 in Q4 2016.
  • Funds reported $1.49B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q1 2017, up 4.7% quarter-over-quarter.
  • 16 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q1 2017 and 26 closed out, a net change of -10 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q1 2017 was Betterment LLC, an estimated $45.1M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q1 2017 was SEI Investments, an estimated $24.1M sold.

Based on aggregated 13F filings for Q1 2017.