We are live on ! Find out more
TFI icon

State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

241 hedge funds and large institutions have $2.7B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

3% more funds holding

Funds holding: 235 → 241 (+6)

4% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 75

2% more capital invested

Capital invested by funds: $2.65B → $2.7B (+$48.1M)

0.93% more ownership

Funds ownership: 90.34% → 91.26% (+0.93%)

Holders
241
Holders Change
+6
Holders Change %
+2.55%
% of All Funds
5.28%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
28
Increased
78
Reduced
75
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$30.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$20.2M
3
Bank of America
Bank of America
North Carolina
+$17.4M
4
CFB
Cullen/Frost Bankers
Texas
+$7.69M
5
UBS Group
UBS Group
Switzerland
+$6.04M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$18.5M
2
Jane Street
Jane Street
New York
-$14.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.8M
4
Wealthfront Advisers
Wealthfront Advisers
California
-$5.3M
5
B
Bailard
California
-$5.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
51
Wealthcare Advisory Partners
Pennsylvania
$2.9M +$79.7K +1,571 +3%
SFA
52
Sequoia Financial Advisors
Ohio
$2.85M +$109K +2,154 +4%
SP
53
SWS Partners
Ohio
$2.82M +$2.84M +55,904 New
AAP
54
Arax Advisory Partners
Colorado
$2.79M -$498K -9,806 -15%
UCFA
55
United Capital Financial Advisors
Texas
$2.77M -$462K -9,098 -14%
LTFS
56
Ladenburg Thalmann Financial Services
Florida
$2.61M +$115K +2,271 +5%
PAG
57
Private Advisor Group
New Jersey
$2.55M -$158K -3,110 -6%
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$2.44M +$2.44M +48,063 New
CIM
59
Confluence Investment Management
Missouri
$2.43M -$4.54M -89,415 -65%
G
60
GenTrust
Florida
$2.38M -$201K -3,967 -8%
PEA
61
Pacific Edge Advisors
California
$2.26M +$20.3K +400 +0.9%
First Trust Advisors
62
First Trust Advisors
Illinois
$2.2M -$49.5K -976 -2%
RFC
63
Regions Financial Corp
Alabama
$2.15M -$51 -1 -0%
BFM
64
Boothbay Fund Management
New York
$2.03M +$2.03M +40,000 New
AW
65
Alpha Windward
Massachusetts
$1.99M -$13.4K -265 -0.7%
Deutsche Bank
66
Deutsche Bank
Germany
$1.97M -$457K -9,003 -19%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$1.78M -$368K -7,256 -17%
OFG
68
Omega Financial Group
California
$1.74M +$72.8K +1,434 +4%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$1.72M -$1.75M -34,584 -50%
FWP
70
FAS Wealth Partners
Kansas
$1.64M +$33.7K +664 +2%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$1.55M +$303K +5,969 +24%
NPP
72
New Potomac Partners
Maryland
$1.52M -$25.4K -500 -2%
SF
73
Synovus Financial
Georgia
$1.39M -$20.7K -407 -1%
FA
74
FMA Advisory
Pennsylvania
$1.36M -$7.16K -141 -0.5%
AWM
75
Apollon Wealth Management
South Carolina
$1.35M -$3.91K -77 -0.3%
1 2
3
4 5

TFI Hedge Fund Activity: Q3 2019 in Review

241 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q3 2019, worth a combined $2.7B — up 1.8% from $2.65B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new TFI positions and 20 closed out — a net gain of 8 holders — while 78 added to existing stakes and 75 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $30.2M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $18.5M sold.

  • 241 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q3 2019, up from 235 in Q2 2019.
  • Funds reported $2.7B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q3 2019, up 1.8% quarter-over-quarter.
  • 28 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q3 2019 and 20 closed out, a net change of +8 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q3 2019 was Financial Engines Advisors, an estimated $30.2M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q3 2019 was Flow Traders U.S., an estimated $18.5M sold.

Based on aggregated 13F filings for Q3 2019.