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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

212 hedge funds and large institutions have $1.94B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 11

93% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 41

63% more funds holding in top 10

Funds holding in top 10: 8 → 13 (+5)

17% more funds holding

Funds holding: 181 → 212 (+31)

11% more capital invested

Capital invested by funds: $1.75B → $1.94B (+$194M)

2.65% more ownership

Funds ownership: 71.66% → 74.32% (+2.7%)

Holders
212
Holders Change
+31
Holders Change %
+17.13%
% of All Funds
4.81%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.29%
New
44
Increased
79
Reduced
41
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
W
Wealthfront
California
+$112M
2
Bank of America
Bank of America
North Carolina
+$25.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$24M
4
Stifel Financial
Stifel Financial
Missouri
+$14.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$14.2M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$52.2M
2
Jane Street
Jane Street
New York
-$8.81M
3
AWMG
Alliance Wealth Management Group
New Jersey
-$6.2M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.18M
5
B
Bailard
California
-$4.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$7.46M -$8.81M -180,139 -54%
AWMG
27
Alliance Wealth Management Group
New Jersey
$7.42M -$6.2M -126,669 -46%
CT
28
CPF Texas
Texas
$7.09M +$7.09M +144,891 New
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.98M +$778K +15,899 +13%
CFB
30
Cullen/Frost Bankers
Texas
$6.84M +$410K +8,372 +6%
Ameriprise
31
Ameriprise
Minnesota
$6.42M -$108K -2,202 -2%
PEA
32
Pacific Edge Advisors
California
$6.27M +$6.26M +127,950 New
RWP
33
RWA Wealth Partners
Massachusetts
$5.84M +$5.84M +119,324 New
PCM
34
Prelude Capital Management
New York
$5.69M +$5.69M +116,250 New
ERIM
35
Eagle Ridge Investment Management
Connecticut
$5.55M -$8.07K -165 -0.1%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$5.08M +$2.25M +46,033 +80%
SB
37
Suntrust Banks
Georgia
$5.03M +$871K +17,797 +21%
RJA
38
Raymond James & Associates
Florida
$4.97M +$472K +9,649 +11%
CHA
39
Cedar Hill Associates
Illinois
$4.8M +$1.39M +28,470 +41%
PWG
40
Private Wealth Group
Florida
$4.57M +$4.56M +93,213 New
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$4.44M +$691K +14,130 +18%
FA
42
FDx Advisors
Illinois
$4.44M +$62.6K +1,280 +1%
BWP
43
BSW Wealth Partners
Colorado
$4.35M +$178K +3,629 +4%
AAP
44
Arax Advisory Partners
Colorado
$4.21M +$230K +4,699 +6%
BTS
45
BB&T Securities
Virginia
$3.73M +$63K +1,288 +2%
SIM
46
Sadoff Investment Management
Wisconsin
$3.53M -$9.79K -200 -0.3%
UCFA
47
United Capital Financial Advisors
Texas
$3.15M +$232K +4,740 +8%
HWP
48
Hefty Wealth Partners
Indiana
$3.1M +$176K +3,601 +6%
WAAG
49
Wealth Alliance Advisory Group
Kansas
$2.94M +$2.94M +60,082 New
BUB
50
BBVA USA Bancshares
Texas
$2.67M +$201K +4,101 +8%
1
2
3 4 5

TFI Hedge Fund Activity: Q4 2017 in Review

212 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q4 2017, worth a combined $1.94B — up 11% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new TFI positions and 11 closed out — a net gain of 33 holders — while 79 added to existing stakes and 41 trimmed.

The largest buyer was Wealthfront, adding an estimated $112M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $52.2M.

  • 212 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q4 2017, up from 181 in Q3 2017.
  • Funds reported $1.94B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q4 2017, up 11% quarter-over-quarter.
  • 44 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q4 2017 and 11 closed out, a net change of +33 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q4 2017 was Wealthfront, an estimated $112M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q4 2017 was Charles Schwab Investment Advisory, an estimated $52.2M sold.

Based on aggregated 13F filings for Q4 2017.