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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

212 hedge funds and large institutions have $1.94B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 11

93% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 41

63% more funds holding in top 10

Funds holding in top 10: 8 → 13 (+5)

17% more funds holding

Funds holding: 181 → 212 (+31)

11% more capital invested

Capital invested by funds: $1.75B → $1.94B (+$194M)

2.65% more ownership

Funds ownership: 71.66% → 74.32% (+2.7%)

Holders
212
Holders Change
+31
Holders Change %
+17.13%
% of All Funds
4.81%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.29%
New
44
Increased
79
Reduced
41
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
W
Wealthfront
California
+$112M
2
Bank of America
Bank of America
North Carolina
+$25.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$24M
4
Stifel Financial
Stifel Financial
Missouri
+$14.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$14.2M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$52.2M
2
Jane Street
Jane Street
New York
-$8.81M
3
AWMG
Alliance Wealth Management Group
New Jersey
-$6.2M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.18M
5
B
Bailard
California
-$4.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$2.5M +$1.8M +36,865 +260%
I
52
INVST
Indiana
$2.5M +$218K +4,456 +10%
OPWM
53
Oak Point Wealth Management
Michigan
$2.46M +$2.45M +50,148 New
Millennium Management
54
Millennium Management
New York
$2.37M +$1.93M +39,505 +442%
SFG
55
Sage Financial Group
Pennsylvania
$2.34M +$2.34M +47,862 New
DDPOM
56
Delta Dental Plan of Michigan
Michigan
$2.29M +$2.33M +47,700 New
CAG
57
Crestwood Advisors Group
Massachusetts
$2.2M +$274K +5,595 +14%
LTFS
58
Ladenburg Thalmann Financial Services
Florida
$2.16M +$296K +6,058 +16%
BFA
59
Beaumont Financial Advisors
Massachusetts
$2.08M +$9.98K +204 +0.5%
PAG
60
Private Advisor Group
New Jersey
$1.97M -$509K -10,396 -21%
SFA
61
Sequoia Financial Advisors
Ohio
$1.92M +$151K +3,087 +9%
G
62
GenTrust
Florida
$1.84M -$1.43M -29,238 -44%
SF
63
Synovus Financial
Georgia
$1.81M +$40K +817 +2%
ML
64
McAdam LLC
Pennsylvania
$1.79M – – –
Chevy Chase Trust
65
Chevy Chase Trust
Maryland
$1.79M – – –
Goldman Sachs
66
Goldman Sachs
New York
$1.77M +$1.77M +36,082 New
AW
67
Alpha Windward
Massachusetts
$1.71M +$71.1K +1,453 +4%
NPP
68
New Potomac Partners
Maryland
$1.68M +$1.68M +34,250 New
HS
69
Horan Securities
United States
$1.65M +$38.4K +784 +2%
ECM
70
Exchange Capital Management
Michigan
$1.63M -$82.1K -1,678 -5%
CAM
71
Caprin Asset Management
Virginia
$1.58M +$133K +2,712 +9%
FA
72
FMA Advisory
Pennsylvania
$1.53M +$33.2K +678 +2%
WTC
73
WhitTier Trust Company
Nevada
$1.52M -$178K -3,632 -10%
VA
74
Valmark Advisers
Ohio
$1.5M +$187K +3,832 +14%
CPA
75
Clear Perspective Advisors
Illinois
$1.48M – – –
1 2
3
4 5

TFI Hedge Fund Activity: Q4 2017 in Review

212 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q4 2017, worth a combined $1.94B — up 11% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new TFI positions and 11 closed out — a net gain of 33 holders — while 79 added to existing stakes and 41 trimmed.

The largest buyer was Wealthfront, adding an estimated $112M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $52.2M.

  • 212 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q4 2017, up from 181 in Q3 2017.
  • Funds reported $1.94B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q4 2017, up 11% quarter-over-quarter.
  • 44 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q4 2017 and 11 closed out, a net change of +33 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q4 2017 was Wealthfront, an estimated $112M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q4 2017 was Charles Schwab Investment Advisory, an estimated $52.2M sold.

Based on aggregated 13F filings for Q4 2017.