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State Street SPDR Nuveen ICE Municipal Bond ETF

319 hedge funds and large institutions have $2.89B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 122 increasing their positions, 82 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 82

33% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 27

7% more capital invested

Capital invested by funds: $2.7B → $2.89B (+$188M)

2% more funds holding

Funds holding: 314319 (+5)

2.09% less ownership

Funds ownership: 77.65%75.56% (-2.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
319
Holders Change
+5
Holders Change %
+1.59%
% of All Funds
5.55%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
36
Increased
122
Reduced
82
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ML
26
McAdam LLC
Pennsylvania
$12.3M +$2.81M +53,934 +30%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$12.3M +$941K +18,078 +8%
CFB
28
Cullen/Frost Bankers
Texas
$10.9M +$920K +17,679 +9%
PAG
29
Private Advisor Group
New Jersey
$10.9M +$934K +17,950 +9%
CAG
30
Crestwood Advisors Group
Massachusetts
$9.74M -$1.03M -19,819 -10%
1WM
31
1900 Wealth Management
Texas
$9.45M -$581K -11,164 -6%
TCM
32
Towercrest Capital Management
Pennsylvania
$9.38M +$327K +6,277 +4%
RJA
33
Raymond James & Associates
Florida
$9.2M +$1.14M +21,977 +14%
TPCW
34
TD Private Client Wealth
New York
$9.12M +$140K +2,684 +2%
Osaic Holdings
35
Osaic Holdings
Arizona
$8.9M +$552K +10,613 +7%
AWMG
36
Alliance Wealth Management Group
New Jersey
$8.01M -$38.6K -742 -0.5%
Truist Financial
37
Truist Financial
North Carolina
$7.88M -$2.4M -46,036 -23%
MIAN
38
Mariner Independent Advisor Network
Kansas
$7.24M +$1.28M +24,531 +21%
OMC
39
Old Mission Capital
Illinois
$6.46M +$2.69M +51,628 +71%
NCG
40
Newport Capital Group
New Jersey
$4.85M +$333K +6,404 +7%
NAS
41
Nicolet Advisory Services
Wisconsin
$4.35M -$264K -5,071 -6%
SFG
42
Sage Financial Group
Pennsylvania
$4.33M -$100K -1,928 -2%
FWM
43
FSA Wealth Management
Massachusetts
$4.33M -$28.7K -551 -0.7%
PAS
44
Park Avenue Securities
New York
$4.04M +$675K +12,981 +20%
OWA
45
One Wealth Advisors
California
$3.84M +$194K +3,736 +5%
MML Investors Services
46
MML Investors Services
Massachusetts
$3.77M +$809K +15,558 +27%
AO
47
Advisor OS
Illinois
$3.66M +$166K +3,184 +5%
DC
48
Derby & Company
Massachusetts
$3.63M +$357K +6,866 +11%
ERIM
49
Eagle Ridge Investment Management
Connecticut
$3.51M
AAP
50
Arax Advisory Partners
Colorado
$3.33M +$3.32M +63,855 New

TFI Hedge Fund Activity: Q2 2021 in Review

319 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q2 2021, worth a combined $2.89B — up 7% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new TFI positions and 27 closed out — a net gain of 9 holders — while 122 added to existing stakes and 82 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $155M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $25.7M.

  • 319 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q2 2021, up from 314 in Q1 2021.
  • Funds reported $2.89B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q2 2021, up 7% quarter-over-quarter.
  • 36 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q2 2021 and 27 closed out, a net change of +9 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q2 2021 was Morgan Stanley, an estimated $155M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q2 2021 was Charles Schwab Investment Advisory, an estimated $25.7M sold.

Based on aggregated 13F filings for Q2 2021.