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State Street SPDR Nuveen ICE Municipal Bond ETF

319 hedge funds and large institutions have $3.46B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 102 increasing their positions, 101 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 55

25% more capital invested

Capital invested by funds: $2.77B → $3.46B (+$690M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

2% more funds holding

Funds holding: 313319 (+6)

1% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 101

8.86% less ownership

Funds ownership: 94.2%85.34% (-8.9%)

Holders
319
Holders Change
+6
Holders Change %
+1.92%
% of All Funds
5.13%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
69
Increased
102
Reduced
101
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$15.3M -$1.87M -41,694 -11%
ML
27
McAdam LLC
Pennsylvania
$14.4M +$10.8K +240 +0.1%
HWAM
28
Hennion & Walsh Asset Management
New Jersey
$13.1M +$241K +5,361 +2%
OWA
29
One Wealth Advisors
California
$12.3M +$12.1M +269,593 New
RJA
30
Raymond James & Associates
Florida
$11.1M -$555K -12,354 -5%
RWP
31
Revolve Wealth Partners
New Jersey
$10.7M +$1.66M +36,951 +19%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$10.6M -$1.06M -23,600 -9%
OCM
33
One Capital Management
California
$10.5M +$2.35M +52,222 +29%
Goldman Sachs
34
Goldman Sachs
New York
$10.4M +$9.27M +206,349 +993%
AF
35
Allworth Financial
California
$10.3M +$2.48M +55,269 +32%
Osaic Holdings
36
Osaic Holdings
Arizona
$10.2M -$2.71M -60,408 -21%
WANY
37
Wealthspire Advisors (New York)
New York
$10.2M +$1.64M +36,532 +20%
MML Investors Services
38
MML Investors Services
Massachusetts
$9.91M +$2.46M +54,719 +34%
GKWIM
39
Gerber Kawasaki Wealth & Investment Management
California
$9.44M +$9.29M +206,913 New
AAP
40
Arax Advisory Partners
Colorado
$9.26M +$2.26M +50,426 +33%
Mariner
41
Mariner
Kansas
$8.89M +$2.93M +65,239 +50%
Renaissance Technologies
42
Renaissance Technologies
New York
$8.81M +$8.67M +193,100 New
GAG
43
Goodman Advisory Group
Massachusetts
$8.39M -$8.91M -198,372 -52%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$8.12M -$1.59M -35,313 -17%
BCM
45
BlueCrest Capital Management
Jersey
$7.99M +$7.87M +175,240 New
CAG
46
Crestwood Advisors Group
Massachusetts
$7.8M -$2.54M -56,478 -25%
OMC
47
Old Mission Capital
Illinois
$7.65M +$5.81M +129,441 +338%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$7.21M -$1.66M -36,973 -19%
PPW
49
Parcion Private Wealth
Washington
$7.04M -$15.4M -343,579 -69%
Truist Financial
50
Truist Financial
North Carolina
$6.96M +$438K +9,753 +7%

TFI Hedge Fund Activity: Q4 2022 in Review

319 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q4 2022, worth a combined $3.46B — up 25% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new TFI positions and 55 closed out — a net gain of 14 holders — while 102 added to existing stakes and 101 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $338M. The largest seller was Betterment LLC, cutting an estimated $249M.

  • 319 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q4 2022, up from 313 in Q3 2022.
  • Funds reported $3.46B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q4 2022, up 25% quarter-over-quarter.
  • 69 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q4 2022 and 55 closed out, a net change of +14 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q4 2022 was Wealthfront Advisers, an estimated $338M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q4 2022 was Betterment LLC, an estimated $249M sold.

Based on aggregated 13F filings for Q4 2022.