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State Street SPDR Nuveen ICE Municipal Bond ETF

268 hedge funds and large institutions have $2.69B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 98 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $4.65M | Put options by funds: $2.63M

3% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 34

2% less funds holding

Funds holding: 273268 (-5)

16% less capital invested

Capital invested by funds: $3.19B → $2.69B (-$502M)

18.67% less ownership

Funds ownership: 98.71%80.04% (-19%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

27% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 98

Holders
268
Holders Change
-5
Holders Change %
-1.83%
% of All Funds
5.49%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
33
Increased
72
Reduced
98
Closed
34
Calls
$4.65M
Puts
$2.63M
Net Calls
+$2.01M
Net Calls Change
+$2.24M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$9.47M +$1.07M +20,982 +13%
JP Morgan Chase
27
JP Morgan Chase
New York
$9.35M -$202M -3,971,173 -96%
TCM
28
Towercrest Capital Management
Pennsylvania
$7.79M -$986K -19,363 -11%
CFB
29
Cullen/Frost Bankers
Texas
$7.6M -$127K -2,493 -2%
TPCW
30
TD Private Client Wealth
New York
$7.28M +$964K +18,935 +16%
AWMG
31
Alliance Wealth Management Group
New Jersey
$7.25M -$1.02M -20,108 -13%
ML
32
McAdam LLC
Pennsylvania
$7.21M +$225K +4,410 +3%
Osaic Holdings
33
Osaic Holdings
Arizona
$6.33M +$252K +4,957 +4%
NAS
34
Nicolet Advisory Services
Wisconsin
$6.21M -$4.12M -80,819 -40%
HighTower Advisors
35
HighTower Advisors
Illinois
$5.31M +$2.68M +52,711 +105%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$4.64M -$25.7M -504,499 -85%
FWM
37
FSA Wealth Management
Massachusetts
$4.45M -$25.8K -507 -0.6%
SFG
38
Sage Financial Group
Pennsylvania
$4.4M -$2.47M -48,471 -36%
Renaissance Technologies
39
Renaissance Technologies
New York
$4.09M +$3.77M +74,000 +1,423%
PAG
40
Private Advisor Group
New Jersey
$4.03M +$1M +19,701 +34%
SFA
41
Sequoia Financial Advisors
Ohio
$3.99M +$298K +5,847 +8%
ERIM
42
Eagle Ridge Investment Management
Connecticut
$3.95M
HSA
43
HBK Sorce Advisory
Pennsylvania
$3.55M -$254K -4,987 -7%
BWP
44
BSW Wealth Partners
Colorado
$3.29M -$192K -3,772 -6%
OCM
45
One Capital Management
California
$3.23M -$30.6K -600 -0.9%
SIM
46
Sadoff Investment Management
Wisconsin
$3.15M -$5.09K -100 -0.2%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$3.08M +$679K +13,339 +29%
PEA
48
Pacific Edge Advisors
California
$2.92M +$295K +5,800 +11%
JWA
49
JFS Wealth Advisors
Pennsylvania
$2.84M +$152K +2,980 +6%
PI
50
Parkside Investments
Illinois
$2.8M -$392K -7,700 -12%

TFI Hedge Fund Activity: Q2 2020 in Review

268 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q2 2020, worth a combined $2.69B — down 16% from $3.19B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of TFI and 33 opened new positions — a net loss of 1 holder — while 98 trimmed existing stakes and 72 added.

The largest buyer was Wealthfront Advisers, adding an estimated $81.9M. The largest seller was Financial Engines Advisors, cutting an estimated $631M.

  • 268 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q2 2020, down from 273 in Q1 2020.
  • Funds reported $2.69B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q2 2020, down 16% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q2 2020 and 34 closed out, a net change of -1 holder.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q2 2020 was Wealthfront Advisers, an estimated $81.9M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q2 2020 was Financial Engines Advisors, an estimated $631M sold.

Based on aggregated 13F filings for Q2 2020.