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State Street SPDR Nuveen ICE Municipal Bond ETF

241 hedge funds and large institutions have $2.58B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

8% more capital invested

Capital invested by funds: $2.38B → $2.58B (+$198M)

5.57% more ownership

Funds ownership: 84.47%90.04% (+5.6%)

0% less funds holding

Funds holding: 242241 (-1)

40% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 95

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
241
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
5.22%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
25
Increased
57
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
51
United Capital Financial Advisors
Texas
$3.15M -$1.14M -23,387 -27%
SIM
52
Sadoff Investment Management
Wisconsin
$3.14M -$36.4K -750 -1%
FI
53
FormulaFolio Investments
Michigan
$3.11M +$3.06M +63,140 New
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$2.75M +$9.42K +194 +0.3%
SFA
55
Sequoia Financial Advisors
Ohio
$2.68M +$414K +8,521 +19%
PAG
56
Private Advisor Group
New Jersey
$2.64M +$44.7K +921 +2%
RCIM
57
Red Cedar Investment Management
Michigan
$2.34M
First Trust Advisors
58
First Trust Advisors
Illinois
$2.24M +$109K +2,240 +5%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$2.15M -$27.8K -573 -1%
Deutsche Bank
60
Deutsche Bank
Germany
$2.14M -$224K -4,605 -10%
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$2.11M -$48.6K -1,002 -2%
RFC
62
Regions Financial Corp
Alabama
$2.09M
PEA
63
Pacific Edge Advisors
California
$2.04M -$929K -19,135 -32%
AW
64
Alpha Windward
Massachusetts
$1.95M +$4.66K +96 +0.2%
PI
65
Parkside Investments
Illinois
$1.76M +$1.45M +29,960 +520%
MML Investors Services
66
MML Investors Services
Massachusetts
$1.65M -$332K -6,837 -17%
OFG
67
Omega Financial Group
California
$1.63M +$4.71K +97 +0.3%
FWP
68
FAS Wealth Partners
Kansas
$1.62M -$3.93K -81 -0.2%
NPP
69
New Potomac Partners
Maryland
$1.51M -$282K -5,800 -16%
FC
70
Financial Consulate
Maryland
$1.5M +$66.2K +1,363 +5%
FA
71
FMA Advisory
Pennsylvania
$1.5M -$17.1K -353 -1%
FTUS
72
Flow Traders U.S.
New York
$1.49M +$1.46M +30,152 New
CPA
73
Clear Perspective Advisors
Illinois
$1.44M
AA
74
Alesco Advisors
New York
$1.42M -$65.5K -1,350 -4%
SF
75
Synovus Financial
Georgia
$1.38M +$24.3K +500 +2%

TFI Hedge Fund Activity: Q1 2019 in Review

241 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q1 2019, worth a combined $2.58B — up 8.3% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new TFI positions and 21 closed out — a net gain of 4 holders — while 57 added to existing stakes and 95 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $204M. The largest seller was Bank of America, cutting an estimated $49M.

  • 241 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q1 2019, down from 242 in Q4 2018.
  • Funds reported $2.58B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q1 2019, up 8.3% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q1 2019 and 21 closed out, a net change of +4 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q1 2019 was Financial Engines Advisors, an estimated $204M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q1 2019 was Bank of America, an estimated $49M sold.

Based on aggregated 13F filings for Q1 2019.