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State Street SPDR Nuveen ICE Municipal Bond ETF

307 hedge funds and large institutions have $3.14B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 101 increasing their positions, 99 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

3% more funds holding

Funds holding: 297307 (+10)

2% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 99

1% more capital invested

Capital invested by funds: $3.12B → $3.14B (+$23.7M)

0.19% less ownership

Funds ownership: 81.95%81.76% (-0.19%)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $282K

Holders
307
Holders Change
+10
Holders Change %
+3.37%
% of All Funds
4.82%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
37
Increased
101
Reduced
99
Closed
26
Calls
Puts
$282K
Net Calls
-$282K
Net Calls Change
-$282K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$11M +$733K +15,837 +7%
CFB
27
Cullen/Frost Bankers
Texas
$11M -$1.08M -23,309 -9%
Osaic Holdings
28
Osaic Holdings
Arizona
$10.9M +$666K +14,389 +6%
WANY
29
Wealthspire Advisors (New York)
New York
$10.4M -$292K -6,309 -3%
AAP
30
Arax Advisory Partners
Colorado
$10M +$489K +10,555 +5%
1WM
31
1900 Wealth Management
Texas
$9.83M +$1.35M +29,121 +16%
MML Investors Services
32
MML Investors Services
Massachusetts
$9.6M +$90.3K +1,950 +0.9%
ML
33
McAdam LLC
Pennsylvania
$9.21M +$428K +9,253 +5%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$8.91M +$2.34M +50,616 +36%
TCM
35
Towercrest Capital Management
Pennsylvania
$8.08M +$213K +4,602 +3%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$7.93M +$1.04M +22,369 +15%
WP
37
WealthSource Partners
California
$7.43M +$1.8M +38,810 +32%
GAG
38
Goodman Advisory Group
Massachusetts
$7.42M -$4.64M -100,255 -38%
AWMG
39
Alliance Wealth Management Group
New Jersey
$6.9M +$196K +4,236 +3%
Renaissance Technologies
40
Renaissance Technologies
New York
$6.85M -$4.47M -96,590 -39%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$6.5M -$237K -5,111 -4%
AWA
42
Aquire Wealth Advisors
Utah
$6.38M -$83.6K -1,805 -1%
Truist Financial
43
Truist Financial
North Carolina
$6.18M -$25.1K -543 -0.4%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$5.82M +$9.77K +211 +0.2%
IWM
45
IHT Wealth Management
Illinois
$5.53M -$19.7K -425 -0.4%
TPCW
46
TD Private Client Wealth
New York
$5.52M -$619K -13,369 -10%
MG
47
Mather Group
Illinois
$5.48M -$616K -13,296 -10%
PPW
48
Parcion Private Wealth
Washington
$5.33M -$493K -10,657 -8%
FMWA
49
Forvis Mazars Wealth Advisors
Missouri
$5.23M -$182K -3,923 -3%
GVAG
50
Great Valley Advisor Group
Delaware
$5.19M +$316K +6,814 +6%

TFI Hedge Fund Activity: Q2 2023 in Review

307 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q2 2023, worth a combined $3.14B — up 0.76% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new TFI positions and 26 closed out — a net gain of 11 holders — while 101 added to existing stakes and 99 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $87.7M. The largest seller was Integrated Wealth Concepts, cutting an estimated $34.2M.

  • 307 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q2 2023, up from 297 in Q1 2023.
  • Funds reported $3.14B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q2 2023, up 0.76% quarter-over-quarter.
  • 37 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q2 2023 and 26 closed out, a net change of +11 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q2 2023 was Morgan Stanley, an estimated $87.7M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q2 2023 was Integrated Wealth Concepts, an estimated $34.2M sold.

Based on aggregated 13F filings for Q2 2023.