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State Street SPDR Nuveen ICE Municipal Bond ETF

241 hedge funds and large institutions have $2.58B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

8% more capital invested

Capital invested by funds: $2.38B → $2.58B (+$198M)

5.57% more ownership

Funds ownership: 84.47%90.04% (+5.6%)

0% less funds holding

Funds holding: 242241 (-1)

40% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 95

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
241
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
5.22%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
25
Increased
57
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
26
Suntrust Banks
Georgia
$8.85M -$705K -14,524 -7%
CCWA
27
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.55M -$19.9M -410,501 -70%
Jane Street
28
Jane Street
New York
$8.15M +$900K +18,547 +13%
Renaissance Technologies
29
Renaissance Technologies
New York
$7.45M -$3.75M -77,300 -34%
CIM
30
Confluence Investment Management
Missouri
$7.27M -$2.26M -46,645 -24%
Stifel Financial
31
Stifel Financial
Missouri
$6.67M -$770K -15,860 -10%
AWMG
32
Alliance Wealth Management Group
New Jersey
$6.67M -$353K -7,265 -5%
TCM
33
Towercrest Capital Management
Pennsylvania
$6.67M -$353K -7,265 -5%
SFG
34
Sage Financial Group
Pennsylvania
$6.66M -$1.01M -20,789 -13%
JWA
35
JFS Wealth Advisors
Pennsylvania
$6.63M -$4.09M -84,318 -39%
RJA
36
Raymond James & Associates
Florida
$6.46M -$750K -15,458 -11%
A
37
AdvicePeriod
California
$6.3M +$41K +845 +0.7%
BWP
38
BSW Wealth Partners
Colorado
$5.68M -$325K -6,686 -5%
ML
39
McAdam LLC
Pennsylvania
$5.06M +$294K +6,048 +6%
PRS
40
Pinkerton Retirement Specialists
Idaho
$4.9M +$4.82M +99,391 New
HighTower Advisors
41
HighTower Advisors
Illinois
$4.34M -$261K -5,386 -6%
PWG
42
Private Wealth Group
Florida
$4.26M -$14.6M -301,424 -78%
CFB
43
Cullen/Frost Bankers
Texas
$3.93M +$6.64M +136,819 +575%
ERIM
44
Eagle Ridge Investment Management
Connecticut
$3.86M -$16.3K -335 -0.4%
G
45
GenTrust
Florida
$3.8M +$1.78M +36,668 +91%
OCM
46
One Capital Management
California
$3.59M -$91.7K -1,890 -3%
HSA
47
HBK Sorce Advisory
Pennsylvania
$3.58M -$574K -11,820 -14%
AG
48
Advisor Group
Arizona
$3.38M +$411K +8,466 +14%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$3.34M +$160K +3,292 +5%
UBS AM
50
UBS AM
Illinois
$3.33M -$1.31M -27,081 -29%

TFI Hedge Fund Activity: Q1 2019 in Review

241 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q1 2019, worth a combined $2.58B — up 8.3% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new TFI positions and 21 closed out — a net gain of 4 holders — while 57 added to existing stakes and 95 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $204M. The largest seller was Bank of America, cutting an estimated $49M.

  • 241 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q1 2019, down from 242 in Q4 2018.
  • Funds reported $2.58B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q1 2019, up 8.3% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q1 2019 and 21 closed out, a net change of +4 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q1 2019 was Financial Engines Advisors, an estimated $204M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q1 2019 was Bank of America, an estimated $49M sold.

Based on aggregated 13F filings for Q1 2019.