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State Street SPDR Nuveen ICE Municipal Bond ETF

181 hedge funds and large institutions have $1.75B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2017 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 51

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

5% more capital invested

Capital invested by funds: $1.66B → $1.75B (+$88.8M)

2.6% more ownership

Funds ownership: 69.06%71.66% (+2.6%)

1% more funds holding

Funds holding: 180181 (+1)

Holders
181
Holders Change
+1
Holders Change %
+0.56%
% of All Funds
4.51%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.2%
New
21
Increased
69
Reduced
51
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$8.03M -$462K -9,425 -5%
Ameriprise
27
Ameriprise
Minnesota
$6.52M +$327K +6,664 +5%
Stifel Financial
28
Stifel Financial
Missouri
$6.47M -$216K -4,408 -3%
CFB
29
Cullen/Frost Bankers
Texas
$6.43M -$26.2K -534 -0.4%
CCWA
30
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.2M +$1.39M +28,426 +29%
ERIM
31
Eagle Ridge Investment Management
Connecticut
$5.55M -$124K -2,525 -2%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$5.18M +$4.27M +87,111 +461%
RJA
33
Raymond James & Associates
Florida
$4.49M +$665K +13,560 +17%
FA
34
FDx Advisors
Illinois
$4.37M -$137K -2,785 -3%
BWP
35
BSW Wealth Partners
Colorado
$4.16M +$633K +12,904 +18%
SB
36
Suntrust Banks
Georgia
$4.16M +$66.7K +1,360 +2%
AAP
37
Arax Advisory Partners
Colorado
$3.98M +$453K +9,235 +13%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$3.74M +$27.1K +552 +0.7%
BTS
39
BB&T Securities
Virginia
$3.66M +$90.5K +1,844 +3%
SIM
40
Sadoff Investment Management
Wisconsin
$3.54M +$3.55M +72,316 New
CHA
41
Cedar Hill Associates
Illinois
$3.4M +$973K +19,825 +40%
G
42
GenTrust
Florida
$3.26M +$5.25K +107 +0.2%
HWP
43
Hefty Wealth Partners
Indiana
$2.92M +$27.2K +554 +0.9%
UCFA
44
United Capital Financial Advisors
Texas
$2.91M +$45.1K +919 +2%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$2.83M +$2.52M +51,436 +806%
PAG
46
Private Advisor Group
New Jersey
$2.47M +$194K +3,949 +8%
BUB
47
BBVA USA Bancshares
Texas
$2.47M +$474K +9,671 +24%
I
48
INVST
Indiana
$2.28M +$534K +10,879 +30%
BFA
49
Beaumont Financial Advisors
Massachusetts
$2.06M +$24.7K +503 +1%
CAG
50
Crestwood Advisors Group
Massachusetts
$1.92M +$232K +4,735 +14%

TFI Hedge Fund Activity: Q3 2017 in Review

181 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q3 2017, worth a combined $1.75B — up 5.4% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new TFI positions and 18 closed out — a net gain of 3 holders — while 69 added to existing stakes and 51 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $42.9M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $11.3M sold.

  • 181 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q3 2017, up from 180 in Q2 2017.
  • Funds reported $1.75B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q3 2017, up 5.4% quarter-over-quarter.
  • 21 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q3 2017 and 18 closed out, a net change of +3 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q3 2017 was Envestnet Asset Management, an estimated $42.9M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q3 2017 was Flow Traders U.S., an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2017.