We are live on ! Find out more
TFI icon

State Street SPDR Nuveen ICE Municipal Bond ETF

313 hedge funds and large institutions have $2.77B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 112 increasing their positions, 100 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 100

10.82% more ownership

Funds ownership: 83.37%94.2% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

4% less capital invested

Capital invested by funds: $2.89B → $2.77B (-$111M)

7% less funds holding

Funds holding: 338313 (-25)

32% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 62

Holders
313
Holders Change
-25
Holders Change %
-7.4%
% of All Funds
5.39%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
42
Increased
112
Reduced
100
Closed
62
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$11.6M +$263K +5,712 +2%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$11.3M -$11.3M -245,186 -49%
RJA
28
Raymond James & Associates
Florida
$11.3M -$305K -6,644 -3%
JFGLC
29
Johnson Financial Group LLC (Colorado)
Colorado
$10.3M +$10.2M +222,529 +2,010%
CAG
30
Crestwood Advisors Group
Massachusetts
$10M +$5.18M +112,593 +98%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$9.38M -$31.6M -686,902 -76%
RWP
32
Revolve Wealth Partners
New Jersey
$8.68M +$1.22M +26,494 +16%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$8.57M -$176K -3,829 -2%
B
34
Bailard
California
$8.32M -$60.8M -1,321,965 -87%
WANY
35
Wealthspire Advisors (New York)
New York
$8.19M +$1.36M +29,612 +19%
CCM
36
Condor Capital Management
New Jersey
$7.84M -$1.54M -33,464 -16%
OCM
37
One Capital Management
California
$7.82M -$2.05M -44,541 -20%
WCM
38
Wealthcare Capital Management
Virginia
$7.78M +$4.87M +105,896 +149%
TPCW
39
TD Private Client Wealth
New York
$7.64M +$438K +9,521 +6%
AF
40
Allworth Financial
California
$7.51M +$5.38M +117,051 +218%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$7.38M +$4.03M +87,614 +111%
MML Investors Services
42
MML Investors Services
Massachusetts
$7.14M +$2.72M +59,108 +57%
JWA
43
JFS Wealth Advisors
Pennsylvania
$7.11M -$1.5M -32,574 -17%
TCM
44
Towercrest Capital Management
Pennsylvania
$7.01M -$776K -16,886 -10%
HSA
45
HBK Sorce Advisory
Pennsylvania
$6.92M +$228K +4,958 +3%
MG
46
Mather Group
Illinois
$6.83M +$2.15M +46,724 +43%
AAP
47
Arax Advisory Partners
Colorado
$6.71M +$1.07M +23,220 +18%
CFB
48
Cullen/Frost Bankers
Texas
$6.61M -$328K -7,135 -5%
AWA
49
Aquire Wealth Advisors
Utah
$6.6M -$433K -9,425 -6%
State of Wisconsin Investment Board
50
State of Wisconsin Investment Board
Wisconsin
$6.6M

TFI Hedge Fund Activity: Q3 2022 in Review

313 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q3 2022, worth a combined $2.77B — down 3.8% from $2.89B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of TFI and 42 opened new positions — a net loss of 20 holders — while 100 trimmed existing stakes and 112 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $148M. The largest seller was Wealthfront Advisers, cutting an estimated $249M.

  • 313 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q3 2022, down from 338 in Q2 2022.
  • Funds reported $2.77B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q3 2022, down 3.8% quarter-over-quarter.
  • 42 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q3 2022 and 62 closed out, a net change of -20 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $148M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q3 2022 was Wealthfront Advisers, an estimated $249M sold.

Based on aggregated 13F filings for Q3 2022.