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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

216 hedge funds and large institutions have $1.95B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+1)

2% more funds holding

Funds holding: 212 → 216 (+4)

1.74% more ownership

Funds ownership: 74.32% → 76.05% (+1.7%)

9% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 68

1% more capital invested

Capital invested by funds: $1.94B → $1.95B (+$14M)

Holders
216
Holders Change
+4
Holders Change %
+1.89%
% of All Funds
4.95%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.32%
New
24
Increased
74
Reduced
68
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$66.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$19.3M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$12.4M
4
W
Wealthfront
California
+$8.6M
5
Financial Engines Advisors
Financial Engines Advisors
California
+$6.9M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$45.9M
2
Stifel Financial
Stifel Financial
Missouri
-$13.9M
3
UBS Group
UBS Group
Switzerland
-$5.94M
4
Jane Street
Jane Street
New York
-$4.91M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
51
Hefty Wealth Partners
Indiana
$2.38M -$660K -13,708 -22%
DDPOM
52
Delta Dental Plan of Michigan
Michigan
$2.29M – – –
CAG
53
Crestwood Advisors Group
Massachusetts
$2.21M +$55.7K +1,158 +3%
EC
54
Estate Counselors
Wisconsin
$1.92M +$1.93M +40,000 New
SFA
55
Sequoia Financial Advisors
Ohio
$1.81M -$71.5K -1,485 -4%
AW
56
Alpha Windward
Massachusetts
$1.73M +$55.6K +1,155 +3%
SF
57
Synovus Financial
Georgia
$1.66M -$114K -2,375 -6%
NPP
58
New Potomac Partners
Maryland
$1.65M +$4.81K +100 +0.3%
G
59
GenTrust
Florida
$1.6M -$197K -4,101 -11%
HS
60
Horan Securities
United States
$1.58M -$43.6K -905 -3%
AA
61
Alesco Advisors
New York
$1.57M +$289K +6,000 +22%
Deutsche Bank
62
Deutsche Bank
Germany
$1.56M +$1.57M +32,591 New
OPWM
63
Oak Point Wealth Management
Michigan
$1.56M -$845K -17,553 -35%
FA
64
FMA Advisory
Pennsylvania
$1.52M +$12.2K +254 +0.8%
FTUS
65
Flow Traders U.S.
New York
$1.49M +$1.5M +31,100 New
Bank of New York Mellon
66
Bank of New York Mellon
New York
$1.47M -$3.53M -73,244 -71%
CPA
67
Clear Perspective Advisors
Illinois
$1.45M – – –
WTC
68
WhitTier Trust Company
Nevada
$1.43M -$65.1K -1,353 -4%
FC
69
Financial Consulate
Maryland
$1.42M +$183K +3,811 +15%
VA
70
Valmark Advisers
Ohio
$1.41M -$64K -1,330 -4%
PAMG
71
Patton Albertson Miller Group
Tennessee
$1.26M -$145K -3,019 -10%
WCA
72
Westover Capital Advisors
Delaware
$1.25M +$29.6K +614 +2%
DP
73
Denver PWM
Colorado
$1.25M -$184K -3,828 -13%
PWM
74
Paulson Wealth Management
Illinois
$1.2M -$78K -1,621 -6%
FIM
75
Freedom Investment Management
Connecticut
$1.2M +$12.3K +256 +1%
1 2
3
4 5

TFI Hedge Fund Activity: Q1 2018 in Review

216 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q1 2018, worth a combined $1.95B — up 0.72% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new TFI positions and 18 closed out — a net gain of 6 holders — while 74 added to existing stakes and 68 trimmed.

The largest buyer was Betterment LLC, adding an estimated $66.1M. The largest seller was Bank of America, cutting an estimated $45.9M.

  • 216 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q1 2018, up from 212 in Q4 2017.
  • Funds reported $1.95B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q1 2018, up 0.72% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q1 2018 and 18 closed out, a net change of +6 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q1 2018 was Betterment LLC, an estimated $66.1M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q1 2018 was Bank of America, an estimated $45.9M sold.

Based on aggregated 13F filings for Q1 2018.