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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

176 hedge funds and large institutions have $1.42B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2016 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 59 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

38% more capital invested

Capital invested by funds: $1.03B → $1.42B (+$392M)

16% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 51

15.42% more ownership

Funds ownership: 52.94% → 68.36% (+15%)

12% more funds holding

Funds holding: 157 → 176 (+19)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
176
Holders Change
+19
Holders Change %
+12.1%
% of All Funds
4.4%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
38
Increased
59
Reduced
51
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
W
Wealthfront
California
+$144M
2
Betterment LLC
Betterment LLC
New York
+$128M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$69.8M
4
Bank of America
Bank of America
North Carolina
+$29.4M
5
SEI Investments
SEI Investments
Pennsylvania
+$24.7M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$13.5M
2
Citadel Advisors
Citadel Advisors
Florida
-$10.3M
3
UBS Group
UBS Group
Switzerland
-$9.69M
4
PAG
Pinnacle Advisory Group
Maryland
-$9.04M
5
UFF
USA Financial Formulas
Michigan
-$7.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
51
Beaumont Financial Advisors
Massachusetts
$2M +$2.04M +42,205 New
WTC
52
WhitTier Trust Company
Nevada
$1.95M -$211K -4,363 -10%
BWP
53
BSW Wealth Partners
Colorado
$1.9M +$1.75M +36,209 +946%
BUB
54
BBVA USA Bancshares
Texas
$1.75M -$429K -8,871 -19%
PAMG
55
Patton Albertson Miller Group
Tennessee
$1.71M +$294K +6,080 +20%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$1.71M +$975K +20,143 +127%
SF
57
Synovus Financial
Georgia
$1.7M +$346K +7,150 +25%
BFA
58
Bragg Financial Advisors
North Carolina
$1.68M +$145K +3,000 +9%
TCM
59
Towercrest Capital Management
Pennsylvania
$1.67M – – –
HS
60
Horan Securities
United States
$1.67M +$43.1K +890 +3%
AW
61
Alpha Windward
Massachusetts
$1.61M +$177K +3,648 +12%
CPA
62
Clear Perspective Advisors
Illinois
$1.46M +$1.49M +30,750 New
SFA
63
Sequoia Financial Advisors
Ohio
$1.41M +$744K +15,377 +108%
FC
64
Financial Consulate
Maryland
$1.3M +$1.33M +27,432 New
BCI
65
Brinker Capital Investments
Pennsylvania
$1.24M -$383K -7,916 -23%
AA
66
Alesco Advisors
New York
$1.16M +$161K +3,333 +16%
TIM
67
Tortoise Investment Management
New York
$1.11M +$165K +3,410 +17%
Millennium Management
68
Millennium Management
New York
$1.1M -$6.93M -143,155 -86%
HPC
69
HM Payson & Co
Maine
$1.07M -$12.1K -250 -1%
FAAS
70
First Allied Advisory Services
California
$1.07M -$468K -9,671 -30%
VA
71
Valmark Advisers
Ohio
$1.06M +$12.2K +252 +1%
WT
72
Whittier Trust
California
$1.03M -$6.15K -127 -0.6%
CA
73
Cetera Advisors
Colorado
$1.01M +$70.1K +1,449 +7%
GI
74
Gradient Investments
Minnesota
$1.01M +$105K +2,159 +11%
EA
75
Efficient Advisors
Ohio
$1M +$54.1K +1,118 +6%
1 2
3
4 5

TFI Hedge Fund Activity: Q4 2016 in Review

176 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q4 2016, worth a combined $1.42B — up 38% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new TFI positions and 16 closed out — a net gain of 22 holders — while 59 added to existing stakes and 51 trimmed.

The largest buyer was Wealthfront, adding an estimated $144M. The largest seller was Jane Street, cutting an estimated $13.5M.

  • 176 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q4 2016, up from 157 in Q3 2016.
  • Funds reported $1.42B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q4 2016, up 38% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q4 2016 and 16 closed out, a net change of +22 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q4 2016 was Wealthfront, an estimated $144M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q4 2016 was Jane Street, an estimated $13.5M sold.

Based on aggregated 13F filings for Q4 2016.