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State Street SPDR Nuveen ICE Municipal Bond ETF

264 hedge funds and large institutions have $2.71B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

25% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 68

10% more funds holding

Funds holding: 241264 (+23)

0.6% more ownership

Funds ownership: 91.26%91.86% (+0.6%)

0% more capital invested

Capital invested by funds: $2.7B → $2.71B (+$11.4M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
264
Holders Change
+23
Holders Change %
+9.54%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
44
Increased
85
Reduced
68
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$9.28M +$8.65M +170,881 +1,350%
Stifel Financial
27
Stifel Financial
Missouri
$8.63M +$2.25M +44,477 +35%
CFB
28
Cullen/Frost Bankers
Texas
$8.62M -$242K -4,782 -3%
RJA
29
Raymond James & Associates
Florida
$8.07M +$802K +15,846 +11%
AWMG
30
Alliance Wealth Management Group
New Jersey
$7.81M +$380K +7,507 +5%
TCM
31
Towercrest Capital Management
Pennsylvania
$7.81M +$380K +7,507 +5%
CI
32
CX Institutional
Indiana
$7.24M -$3.81M -75,348 -34%
B
33
Bailard
California
$7.19M +$622K +12,288 +9%
TI
34
tru Independence
Oregon
$7.07M +$7.16M +141,363 New
CIM
35
Confluence Investment Management
Missouri
$6.89M +$4.53M +89,415 +187%
TPCW
36
TD Private Client Wealth
New York
$6.88M +$6.88M +136,010 New
SFG
37
Sage Financial Group
Pennsylvania
$6.71M -$103K -2,027 -2%
BWP
38
BSW Wealth Partners
Colorado
$5.96M -$206K -4,067 -3%
ML
39
McAdam LLC
Pennsylvania
$5.87M +$712K +14,062 +14%
A
40
AdvicePeriod
California
$5.54M -$212K -4,187 -4%
AG
41
Advisor Group
Arizona
$4.94M +$1.09M +21,583 +28%
FWM
42
FSA Wealth Management
Massachusetts
$4.46M +$4.46M +88,070 New
ERIM
43
Eagle Ridge Investment Management
Connecticut
$3.91M -$44K -870 -1%
HSA
44
HBK Sorce Advisory
Pennsylvania
$3.87M +$264K +5,206 +7%
HighTower Advisors
45
HighTower Advisors
Illinois
$3.85M +$1.97K +39 +0.1%
Franklin Resources
46
Franklin Resources
California
$3.77M +$2.78M +54,902 +278%
SFA
47
Sequoia Financial Advisors
Ohio
$3.74M +$901K +17,804 +32%
JWA
48
JFS Wealth Advisors
Pennsylvania
$3.63M -$3.1M -61,255 -46%
PI
49
Parkside Investments
Illinois
$3.45M +$386K +7,625 +13%
OCM
50
One Capital Management
California
$3.23M -$16.5K -325 -0.5%

TFI Hedge Fund Activity: Q4 2019 in Review

264 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q4 2019, worth a combined $2.71B — up 0.42% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new TFI positions and 16 closed out — a net gain of 28 holders — while 85 added to existing stakes and 68 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $10.6M. The largest seller was Envestnet Asset Management, cutting an estimated $17.1M.

  • 264 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q4 2019, up from 241 in Q3 2019.
  • Funds reported $2.71B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q4 2019, up 0.42% quarter-over-quarter.
  • 44 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q4 2019 and 16 closed out, a net change of +28 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q4 2019 was Truist Financial, an estimated $10.6M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q4 2019 was Envestnet Asset Management, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2019.