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State Street SPDR Nuveen ICE Municipal Bond ETF

314 hedge funds and large institutions have $2.7B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 128 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

56% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 82

6% more funds holding

Funds holding: 296314 (+18)

2% more capital invested

Capital invested by funds: $2.64B → $2.7B (+$61.7M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.2% less ownership

Funds ownership: 77.85%77.65% (-0.2%)

Holders
314
Holders Change
+18
Holders Change %
+6.08%
% of All Funds
5.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
47
Increased
128
Reduced
82
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$11.2M +$744K +14,289 +7%
CAG
27
Crestwood Advisors Group
Massachusetts
$10.7M -$1.41M -27,010 -12%
Truist Financial
28
Truist Financial
North Carolina
$10.2M -$332K -6,383 -3%
CFB
29
Cullen/Frost Bankers
Texas
$9.89M +$1.95M +37,435 +24%
PAG
30
Private Advisor Group
New Jersey
$9.83M +$4.1M +78,831 +71%
ML
31
McAdam LLC
Pennsylvania
$9.36M +$1.19M +22,836 +14%
TCM
32
Towercrest Capital Management
Pennsylvania
$8.98M +$496K +9,527 +6%
TPCW
33
TD Private Client Wealth
New York
$8.91M +$804K +15,449 +10%
Osaic Holdings
34
Osaic Holdings
Arizona
$8.28M +$1.42M +27,195 +20%
RJA
35
Raymond James & Associates
Florida
$7.99M +$153K +2,940 +2%
AWMG
36
Alliance Wealth Management Group
New Jersey
$7.98M +$396K +7,600 +5%
MIAN
37
Mariner Independent Advisor Network
Kansas
$5.9M -$135K -2,586 -2%
NAS
38
Nicolet Advisory Services
Wisconsin
$4.58M -$569K -10,939 -11%
NCG
39
Newport Capital Group
New Jersey
$4.47M +$529K +10,159 +13%
SFG
40
Sage Financial Group
Pennsylvania
$4.39M +$10.5K +202 +0.2%
FWM
41
FSA Wealth Management
Massachusetts
$4.32M -$2.97K -57 -0.1%
SFA
42
Sequoia Financial Advisors
Ohio
$4.28M -$99K -1,902 -2%
OMC
43
Old Mission Capital
Illinois
$3.74M +$1.19M +22,773 +46%
OWA
44
One Wealth Advisors
California
$3.61M +$3.64M +69,937 New
ERIM
45
Eagle Ridge Investment Management
Connecticut
$3.48M
AO
46
Advisor OS
Illinois
$3.46M +$3.49M +67,006 New
PAS
47
Park Avenue Securities
New York
$3.33M +$1.49M +28,618 +80%
DC
48
Derby & Company
Massachusetts
$3.24M +$559K +10,734 +21%
SIM
49
Sadoff Investment Management
Wisconsin
$3.1M
I
50
INVST
Indiana
$3.09M +$112K +2,159 +4%

TFI Hedge Fund Activity: Q1 2021 in Review

314 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q1 2021, worth a combined $2.7B — up 2.3% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new TFI positions and 25 closed out — a net gain of 22 holders — while 128 added to existing stakes and 82 trimmed.

The largest buyer was Bank of America, adding an estimated $28.1M. The largest seller was Wealthfront Advisers, cutting an estimated $19.4M.

  • 314 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q1 2021, up from 296 in Q4 2020.
  • Funds reported $2.7B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q1 2021, up 2.3% quarter-over-quarter.
  • 47 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q1 2021 and 25 closed out, a net change of +22 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q1 2021 was Bank of America, an estimated $28.1M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q1 2021 was Wealthfront Advisers, an estimated $19.4M sold.

Based on aggregated 13F filings for Q1 2021.