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State Street SPDR Nuveen ICE Municipal Bond ETF
TFI

264 hedge funds and large institutions have $2.71B invested in State Street SPDR Nuveen ICE Municipal Bond ETF in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

25% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 68

10% more funds holding

Funds holding: 241 → 264 (+23)

0.6% more ownership

Funds ownership: 91.26% → 91.86% (+0.6%)

0% more capital invested

Capital invested by funds: $2.7B → $2.71B (+$11.4M)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
264
Holders Change
+23
Holders Change %
+9.54%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
44
Increased
85
Reduced
68
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$10.6M
2
Jane Street
Jane Street
New York
+$8.65M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$6.48M
4
CIM
Confluence Investment Management
Missouri
+$4.53M
5
CRC
Curi RMB Capital
Illinois
+$3.67M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$17.1M
2
Betterment LLC
Betterment LLC
New York
-$13.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.3M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$9.93M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$5.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
51
Sadoff Investment Management
Wisconsin
$3.22M – – –
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$2.95M +$57K +1,126 +2%
JP Morgan Chase
53
JP Morgan Chase
New York
$2.93M +$1.96M +38,761 +202%
AAP
54
Arax Advisory Partners
Colorado
$2.91M +$132K +2,602 +5%
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$2.81M +$198K +3,908 +8%
PAG
56
Private Advisor Group
New Jersey
$2.77M +$224K +4,431 +9%
PEA
57
Pacific Edge Advisors
California
$2.72M +$466K +9,200 +21%
UCFA
58
United Capital Financial Advisors
Texas
$2.69M -$78.6K -1,552 -3%
Renaissance Technologies
59
Renaissance Technologies
New York
$2.5M -$2.05M -40,518 -45%
FWP
60
FAS Wealth Partners
Kansas
$2.45M +$815K +16,105 +50%
G
61
GenTrust
Florida
$2.45M +$74.4K +1,470 +3%
RFC
62
Regions Financial Corp
Alabama
$2.25M +$101K +2,000 +5%
AW
63
Alpha Windward
Massachusetts
$2.2M +$214K +4,230 +11%
First Trust Advisors
64
First Trust Advisors
Illinois
$2.14M -$54.3K -1,073 -2%
Deutsche Bank
65
Deutsche Bank
Germany
$2.06M +$99.3K +1,962 +5%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$2.06M +$277K +5,480 +16%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$1.92M +$377K +7,439 +24%
OFG
68
Omega Financial Group
California
$1.79M +$52.3K +1,034 +3%
DC
69
Davenport & Co
Virginia
$1.62M +$423K +8,365 +35%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$1.61M -$109K -2,157 -6%
Qube Research & Technologies (QRT)
71
Qube Research & Technologies (QRT)
United Kingdom
$1.59M +$1.59M +31,467 New
PCM
72
Prelude Capital Management
New York
$1.59M +$532K +10,509 +50%
SW
73
SteelPeak Wealth
California
$1.57M +$1.57M +31,079 New
NPP
74
New Potomac Partners
Maryland
$1.51M – – –
CPA
75
Clear Perspective Advisors
Illinois
$1.48M -$1.48M -29,250 -50%
1 2
3
4 5

TFI Hedge Fund Activity: Q4 2019 in Review

264 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) for Q4 2019, worth a combined $2.71B — up 0.42% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new TFI positions and 16 closed out — a net gain of 28 holders — while 85 added to existing stakes and 68 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $10.6M. The largest seller was Envestnet Asset Management, cutting an estimated $17.1M.

  • 264 institutional investors held State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) as of Q4 2019, up from 241 in Q3 2019.
  • Funds reported $2.71B of State Street SPDR Nuveen ICE Municipal Bond ETF stock for Q4 2019, up 0.42% quarter-over-quarter.
  • 44 funds opened new State Street SPDR Nuveen ICE Municipal Bond ETF positions in Q4 2019 and 16 closed out, a net change of +28 holders.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF buyer in Q4 2019 was Truist Financial, an estimated $10.6M added.
  • The largest State Street SPDR Nuveen ICE Municipal Bond ETF seller in Q4 2019 was Envestnet Asset Management, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2019.