We are live on ! Find out more
TFI icon

State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

181 hedge funds and large institutions have $1.75B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2017 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 51

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

5% more capital invested

Capital invested by funds: $1.66B → $1.75B (+$88.8M)

2.6% more ownership

Funds ownership: 69.06% → 71.66% (+2.6%)

1% more funds holding

Funds holding: 180 → 181 (+1)

Holders
181
Holders Change
+1
Holders Change %
+0.56%
% of All Funds
4.51%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.2%
New
21
Increased
69
Reduced
51
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42.9M
2
Citigroup
Citigroup
New York
+$17.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$16.8M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$14.6M
5
AWMG
Alliance Wealth Management Group
New Jersey
+$8.92M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$11.3M
2
CS
Credit Suisse
Switzerland
-$11.2M
3
W
Wealthfront
California
-$9.27M
4
Jane Street
Jane Street
New York
-$8.96M
5
Morgan Stanley
Morgan Stanley
New York
-$6.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
TNBTD
51
Trustmark National Bank Trust Department
Mississippi
$1.92M +$175K +3,564 +10%
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$1.86M -$158K -3,222 -8%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$1.81M -$2.87M -58,555 -61%
ML
54
McAdam LLC
Pennsylvania
$1.79M +$497K +10,136 +38%
Chevy Chase Trust
55
Chevy Chase Trust
Maryland
$1.78M +$1.79M +36,500 New
SFA
56
Sequoia Financial Advisors
Ohio
$1.77M +$98.9K +2,016 +6%
SMA
57
Simply Money Advisors
Ohio
$1.77M -$58.3K -1,188 -3%
SF
58
Synovus Financial
Georgia
$1.77M -$52.2K -1,065 -3%
ECM
59
Exchange Capital Management
Michigan
$1.71M +$82.2K +1,675 +5%
WTC
60
WhitTier Trust Company
Nevada
$1.7M -$50.7K -1,033 -3%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$1.65M -$316K -6,434 -16%
AW
62
Alpha Windward
Massachusetts
$1.63M -$3.04K -62 -0.2%
HS
63
Horan Securities
United States
$1.62M -$127K -2,586 -7%
FA
64
FMA Advisory
Pennsylvania
$1.5M +$1.5M +30,675 New
CPA
65
Clear Perspective Advisors
Illinois
$1.48M -$24.5K -500 -2%
PAMG
66
Patton Albertson Miller Group
Tennessee
$1.45M -$147K -3,000 -9%
CAM
67
Caprin Asset Management
Virginia
$1.45M +$1.45M +29,593 New
VA
68
Valmark Advisers
Ohio
$1.31M -$13.2K -269 -1%
DP
69
Denver PWM
Colorado
$1.31M +$1.31M +26,642 New
AA
70
Alesco Advisors
New York
$1.31M +$92.2K +1,880 +8%
BCI
71
Brinker Capital Investments
Pennsylvania
$1.29M -$126K -2,573 -9%
Franklin Resources
72
Franklin Resources
California
$1.18M -$113K -2,300 -9%
FC
73
Financial Consulate
Maryland
$1.16M +$124K +2,525 +12%
FIM
74
Freedom Investment Management
Connecticut
$1.11M +$101K +2,066 +10%
WCA
75
Westover Capital Advisors
Delaware
$1.07M +$1.07M +21,868 New
1 2
3
4 5

TFI Hedge Fund Activity: Q3 2017 in Review

181 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q3 2017, worth a combined $1.75B — up 5.4% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new TFI positions and 18 closed out — a net gain of 3 holders — while 69 added to existing stakes and 51 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $42.9M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $11.3M sold.

  • 181 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q3 2017, up from 180 in Q2 2017.
  • Funds reported $1.75B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q3 2017, up 5.4% quarter-over-quarter.
  • 21 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q3 2017 and 18 closed out, a net change of +3 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q3 2017 was Envestnet Asset Management, an estimated $42.9M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q3 2017 was Flow Traders U.S., an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2017.