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State Street SPDR Nuveen ICE Municipal Bond ETF

214 hedge funds and large institutions have $2.02B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 65 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

3% more capital invested

Capital invested by funds: $1.95B → $2.02B (+$67.5M)

1% less funds holding

Funds holding: 216214 (-2)

4% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 68

1.66% less ownership

Funds ownership: 76.05%74.39% (-1.7%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
214
Holders Change
-2
Holders Change %
-0.93%
% of All Funds
4.9%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.3%
New
28
Increased
65
Reduced
68
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.99M -$302K -6,317 -4%
SB
27
Suntrust Banks
Georgia
$7.43M -$515K -10,758 -6%
HighTower Advisors
28
HighTower Advisors
Illinois
$7.13M -$782K -16,340 -10%
AWMG
29
Alliance Wealth Management Group
New Jersey
$6.92M +$89.3K +1,867 +1%
TCM
30
Towercrest Capital Management
Pennsylvania
$6.92M +$6.9M +144,115 New
Stifel Financial
31
Stifel Financial
Missouri
$6.75M -$265K -5,536 -4%
Ameriprise
32
Ameriprise
Minnesota
$6.67M -$333K -6,955 -5%
RJA
33
Raymond James & Associates
Florida
$6.63M +$2.2M +45,922 +50%
PEA
34
Pacific Edge Advisors
California
$6.2M +$226K +4,725 +4%
CFB
35
Cullen/Frost Bankers
Texas
$5.84M -$1.7M -35,625 -23%
WAAG
36
Wealth Alliance Advisory Group
Kansas
$5.77M +$454K +9,492 +9%
ERIM
37
Eagle Ridge Investment Management
Connecticut
$5.41M -$10.4K -218 -0.2%
BWP
38
BSW Wealth Partners
Colorado
$5.33M +$504K +10,524 +10%
CT
39
CPF Texas
Texas
$4.7M -$350K -7,325 -7%
ML
40
McAdam LLC
Pennsylvania
$4.51M +$545K +11,398 +14%
PWG
41
Private Wealth Group
Florida
$4.35M +$4.34M +90,659 New
CI
42
CX Institutional
Indiana
$4.02M +$4.01M +83,860 New
Renaissance Technologies
43
Renaissance Technologies
New York
$3.69M +$1.22M +25,451 +49%
AAP
44
Arax Advisory Partners
Colorado
$3.5M +$645K +13,487 +23%
PCM
45
Prelude Capital Management
New York
$3.31M -$5.94M -124,185 -64%
SIM
46
Sadoff Investment Management
Wisconsin
$3.28M -$71.8K -1,500 -2%
FA
47
FDx Advisors
Illinois
$3.23M -$959K -20,043 -23%
BUB
48
BBVA USA Bancshares
Texas
$3.21M -$109K -2,285 -3%
UCFA
49
United Capital Financial Advisors
Texas
$3.09M -$15.6K -326 -0.5%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$2.9M -$217K -4,526 -7%

TFI Hedge Fund Activity: Q2 2018 in Review

214 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q2 2018, worth a combined $2.02B — up 3.5% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new TFI positions and 27 closed out — a net gain of 1 holder — while 65 added to existing stakes and 68 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $22.5M. The largest seller was Prelude Capital Management, cutting an estimated $5.94M.

  • 214 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q2 2018, down from 216 in Q1 2018.
  • Funds reported $2.02B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q2 2018, up 3.5% quarter-over-quarter.
  • 28 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q2 2018 and 27 closed out, a net change of +1 holder.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q2 2018 was Charles Schwab Investment Advisory, an estimated $22.5M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q2 2018 was Prelude Capital Management, an estimated $5.94M sold.

Based on aggregated 13F filings for Q2 2018.