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State Street SPDR Nuveen ICE Municipal Bond ETF

235 hedge funds and large institutions have $2.65B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 75 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $2.58B → $2.65B (+$72.4M)

0.3% more ownership

Funds ownership: 90.04%90.34% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 79

2% less funds holding

Funds holding: 241235 (-6)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

Holders
235
Holders Change
-6
Holders Change %
-2.49%
% of All Funds
5.1%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
23
Increased
75
Reduced
79
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$11.4M +$10.8M +216,936 +2,189%
CI
27
CX Institutional
Indiana
$11.1M +$427K +8,595 +4%
NC
28
NewSquare Capital
Pennsylvania
$10.7M -$228K -4,592 -2%
SB
29
Suntrust Banks
Georgia
$9.37M +$371K +7,466 +4%
CCWA
30
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.64M -$61.9K -1,247 -0.7%
AWMG
31
Alliance Wealth Management Group
New Jersey
$7.29M +$500K +10,076 +7%
TCM
32
Towercrest Capital Management
Pennsylvania
$7.29M +$500K +10,076 +7%
CIM
33
Confluence Investment Management
Missouri
$6.89M -$505K -10,164 -7%
RJA
34
Raymond James & Associates
Florida
$6.86M +$285K +5,736 +4%
SFG
35
Sage Financial Group
Pennsylvania
$6.75M -$24.9K -502 -0.4%
JWA
36
JFS Wealth Advisors
Pennsylvania
$6.74M +$3.67K +74 +0.1%
Stifel Financial
37
Stifel Financial
Missouri
$6.57M -$229K -4,608 -3%
Citadel Advisors
38
Citadel Advisors
Florida
$6.21M +$6.15M +123,752 New
A
39
AdvicePeriod
California
$6.07M -$339K -6,820 -5%
BWP
40
BSW Wealth Partners
Colorado
$5.77M -$14.7K -296 -0.3%
ML
41
McAdam LLC
Pennsylvania
$5.41M +$262K +5,285 +5%
Renaissance Technologies
42
Renaissance Technologies
New York
$4.67M -$2.88M -58,000 -38%
PWG
43
Private Wealth Group
Florida
$4.11M -$225K -4,525 -5%
HighTower Advisors
44
HighTower Advisors
Illinois
$3.97M -$437K -8,790 -10%
ERIM
45
Eagle Ridge Investment Management
Connecticut
$3.92M -$6.31K -127 -0.2%
UBS AM
46
UBS AM
Illinois
$3.71M +$316K +6,367 +9%
AG
47
Advisor Group
Arizona
$3.62M +$180K +3,630 +5%
OCM
48
One Capital Management
California
$3.62M -$33.8K -680 -0.9%
HSA
49
HBK Sorce Advisory
Pennsylvania
$3.57M -$66.3K -1,334 -2%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$3.44M +$37.9K +763 +1%

TFI Hedge Fund Activity: Q2 2019 in Review

235 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q2 2019, worth a combined $2.65B — up 2.8% from $2.58B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of TFI and 23 opened new positions — a net loss of 3 holders — while 79 trimmed existing stakes and 75 added.

The largest buyer was Bank of America, adding an estimated $35.4M. The largest seller was Betterment LLC, cutting an estimated $11M.

  • 235 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q2 2019, down from 241 in Q1 2019.
  • Funds reported $2.65B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q2 2019, up 2.8% quarter-over-quarter.
  • 23 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q2 2019 and 26 closed out, a net change of -3 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q2 2019 was Bank of America, an estimated $35.4M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q2 2019 was Betterment LLC, an estimated $11M sold.

Based on aggregated 13F filings for Q2 2019.